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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

455 hedge funds and large institutions have $2.31B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 134 increasing their positions, 167 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.87%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.29%
New
49
Increased
134
Reduced
167
Closed
44
Calls
$4.73M
Puts
$31.1M
Net Calls
-$26.4M
Net Calls Change
+$4.05M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$210M
2
Jane Street
Jane Street
New York
$82.5M
3
TC
TownSquare Capital
Utah
$15.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$35.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$16.5M

Top Sellers

1
CCA
Conservest Capital Advisors
Pennsylvania
$37.6M
2
PNAA
Pictet North America Advisors
Switzerland
$0
3
Allianz Asset Management
Allianz Asset Management
Germany
$21.9M
4
Wells Fargo
Wells Fargo
California
$84.3M
5
HNB
Huntington National Bank
Ohio
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
451
MGO One Seven
Ohio
$1.14K +$121 +1,920 +12%
GWANC
452
Guardian Wealth Advisors (North Carolina)
North Carolina
$1K -$102K -1,425 -99%
TFA
453
Toth Financial Advisory
Virginia
$1K – – –
NFSG
454
Newbridge Financial Services Group
Florida
$1K – – –
FGAM
455
Financial Gravity Asset Management
Texas
$281 -$9 -2 -3%
FHC
456
First Heartland Consultants
Missouri
$233 – – –
JMF
457
Johnson Midwest Financial
Iowa
$11 +$11 +173 New
BPC
458
Banque Pictet & Cie
Switzerland
– -$35.6K -551,472 Closed
PNAA
459
Pictet North America Advisors
Switzerland
– -$35.4M -548,729 Closed
CCMG
460
Clark Capital Management Group
Pennsylvania
– -$11.3M -175,232 Closed
SG Americas Securities
461
SG Americas Securities
New York
– -$7.21M -111,700 Closed
WF
462
Wayfinding Financial
Washington
– -$2.62M -40,576 Closed
ACM
463
AlphaStar Capital Management
North Carolina
– -$2.46M -38,029 Closed
FA
464
Flagstar Advisors
New York
– -$2.06M -31,942 Closed
AG
465
Appleton Group
Wisconsin
– -$1.48M -22,934 Closed
Prudential Financial
466
Prudential Financial
New Jersey
– -$1.42M -21,742 Closed
SW
467
Simplicity Wealth
New Jersey
– -$997K -15,440 Closed
MP
468
McDonald Partners
Ohio
– -$817K -12,649 Closed
Renaissance Technologies
469
Renaissance Technologies
New York
– -$659K -10,200 Closed
HW
470
Hedeker Wealth
Illinois
– -$617K -9,276 Closed
HH
471
Hilltop Holdings
Texas
– -$536K -8,302 Closed
TRIA
472
Trail Ridge Investment Advisors
Colorado
– -$523K -8,106 Closed
CC
473
Commons Capital
Massachusetts
– -$480K -7,434 Closed
ES
474
Eagle Strategies
New York
– -$420K -6,498 Closed
CIBC Private Wealth Group
475
CIBC Private Wealth Group
Georgia
– -$410K -6,345 Closed
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