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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

484 hedge funds and large institutions have $2.98B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 141 increasing their positions, 212 reducing their positions, and 70 closing their positions.

Holders
484
Holders Change
-35
Holders Change %
-6.74%
% of All Funds
7.66%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
42
Increased
141
Reduced
212
Closed
70
Calls
$1.98M
Puts
$28.5M
Net Calls
-$26.5M
Net Calls Change
+$53.2M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$69.3M
2
Jane Street
2
Jane Street
New York
$42.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$103M
4
IA
4
IndexIQ Advisors
New York
$114M
5
SFS
5
Sowell Financial Services
Arkansas
$32.3M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$1.42M
2
HCM
2
Howard Capital Management
Georgia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$67.5M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$19.7M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$26.2M
Name Market Value Shares Shares
Change 		Shares
Change %
OAM
26
Oppenheimer Asset Management
New York
$27.6M 358,878 -2,610 -0.7%
GC
27
Guggenheim Capital
Illinois
$26.5M 345,018 -1,766 -0.5%
IWS
28
Insight Wealth Strategies
California
$26.4M 343,291 +12,856 +4%
Osaic Holdings
29
Osaic Holdings
Arizona
$26.2M 384,139 -515,100 -57%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$23.5M 304,800 -119,263 -28%
FBB
31
Fulton Breakefield Broenniman
Maryland
$22.6M 294,333 +6,263 +2%
PWAG
32
Polaris Wealth Advisory Group
California
$20.8M 274,230 +270,366 +6,997%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$20.2M 262,292 -35,841 -12%
Allianz Asset Management
34
Allianz Asset Management
Germany
$19.7M 255,945 -828,470 -76%
HNB
35
Huntington National Bank
Ohio
– – – –
SI
36
Stephens Inc
Arkansas
$16M 207,667 +12,903 +7%
KAS
37
Kestra Advisory Services
Texas
$15.7M 203,976 -26,785 -12%
RWA
38
River Wealth Advisors
Pennsylvania
$14.9M 193,413 +5,443 +3%
HPWA
39
Hall Private Wealth Advisors
North Carolina
$14.8M 192,212 +53,992 +39%
GM
40
GeoWealth Management
Illinois
$14.5M 188,054 +156,876 +503%
OWA
41
Octavia Wealth Advisors
Ohio
$13.5M 175,078 +209 +0.1%
BRWM
42
B. Riley Wealth Management
Tennessee
$13.4M 174,014 +83,615 +92%
WPW
43
Waldron Private Wealth
Pennsylvania
$12.8M 166,615 -35,295 -17%
Nomura Asset Management
44
Nomura Asset Management
Japan
$12.6M 164,227 -41,460 -20%
XF
45
XML Financial
Maryland
$12.2M 159,120 +5,819 +4%
MML Investors Services
46
MML Investors Services
Massachusetts
$11.6M 151,354 +12,192 +9%
HA
47
Harfst & Associates
Wyoming
$10.9M 142,272 +16,584 +13%
PWM
48
Paulson Wealth Management
Illinois
$10.9M 141,333 +1,536 +1%
Stifel Financial
49
Stifel Financial
Missouri
$10.7M 139,121 -74,516 -35%
SG Americas Securities
50
SG Americas Securities
New York
$10.3M 134,000 -78,087 -37%
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