CWB icon

SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

456 hedge funds and large institutions have $2.08B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 116 increasing their positions, 206 reducing their positions, and 59 closing their positions.

Holders
456
Holders Change
-28
Holders Change %
-5.79%
% of All Funds
7.71%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.37%
New
37
Increased
116
Reduced
206
Closed
59
Calls
$1.31M
Puts
$31.7M
Net Calls
-$30.4M
Net Calls Change
-$3.87M

Top Buyers

1
NYLIM
1
New York Life Investment Management
New York
$73.1M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$46.5M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$11.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$75.8M
5
HPWA
5
Hall Private Wealth Advisors
North Carolina
$19.7M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$27.9M
2
AWM
2
AE Wealth Management
Kansas
$1.11M
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
B
4
Barings
North Carolina
$0
5
Wells Fargo
5
Wells Fargo
California
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
HPWA
26
Hall Private Wealth Advisors
North Carolina
$19.7M 304,493 +112,281 +58%
FBB
27
Fulton Breakefield Broenniman
Maryland
$18.9M 292,383 -1,950 -0.7%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$17.4M 269,191 -35,609 -12%
WPW
29
Waldron Private Wealth
Pennsylvania
$15.9M 246,251 +79,636 +48%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$15.3M 236,769 -25,523 -10%
SI
31
Stephens Inc
Arkansas
$14.1M 218,994 +11,327 +5%
HNB
32
Huntington National Bank
Ohio
– – – –
RWA
33
River Wealth Advisors
Pennsylvania
$12.6M 194,624 +1,211 +0.6%
CI
34
Conning Inc
Connecticut
$12.3M 190,000 +70,000 +58%
CCMG
35
Clark Capital Management Group
Pennsylvania
$11.3M 175,232 +175,232 New
KAS
36
Kestra Advisory Services
Texas
$11.3M 174,643 -29,333 -14%
XF
37
XML Financial
Maryland
$10.6M 163,722 +4,602 +3%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$10.1M 154,276 +54,353 +54%
MML Investors Services
39
MML Investors Services
Massachusetts
$9.55M 147,916 -3,438 -2%
Stifel Financial
40
Stifel Financial
Missouri
$9.43M 146,048 +6,927 +5%
PWM
41
Paulson Wealth Management
Illinois
$9.22M 142,861 +1,528 +1%
HA
42
Harfst & Associates
Wyoming
$9.01M 139,584 -2,688 -2%
SIM
43
SSI Investment Management
California
$8.74M 135,327 +4,435 +3%
NAM
44
NTV Asset Management
West Virginia
$8.48M 131,346 -1,084 -0.8%
HIM
45
Hanlon Investment Management
New Jersey
$8.47M 131,160 – –
OC
46
Oppenheimer & Co
New York
$8.09M 125,241 -7,371 -6%
B
47
Bensler
Washington
$7.84M 121,514 +6,852 +6%
MWM
48
Modera Wealth Management
New Jersey
$7.79M 120,580 +59,149 +96%
Legacy Financial Group (Iowa)
49
Legacy Financial Group (Iowa)
Iowa
$7.62M 118,032 +9,356 +9%
Creative Planning
50
Creative Planning
Kansas
$7.49M 116,028 -2,951 -2%
1
2
3 4 5