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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.

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

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$1.42M
2
HCM
Howard Capital Management
Georgia
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
$19.7M
5
Osaic Holdings
Osaic Holdings
Arizona
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPWM
476
Lake Point Wealth Management
Texas
$4K – – –
AA
477
Ancora Advisors
Ohio
$4K – – –
AF
478
Allworth Financial
California
$4K +$4K +50 New
MA
479
Montag & Associates
Georgia
$2K – – –
TFA
480
Toth Financial Advisory
Virginia
$2K – – –
WWP
481
WR Wealth Planners
Missouri
$1.54K +$1.54K +20 New
NFSG
482
Newbridge Financial Services Group
Florida
$1K – – –
TFA
483
Transamerica Financial Advisors
Florida
$1K – – –
1IA
484
1834 Investment Advisors
Wisconsin
$1K – – –
GIA
485
Goodwin Investment Advisory
Georgia
$1K +$1K +16 New
FGAM
486
Financial Gravity Asset Management
Texas
$350 -$22K -11,188 -98%
HCM
487
Howard Capital Management
Georgia
– -$143M -1,515,069 Closed
Parallax Volatility Advisers
488
Parallax Volatility Advisers
California
– -$23.3M -280,455 Closed
HI
489
Horizon Investments
North Carolina
– -$8.92M -107,574 Closed
MIM
490
Morningstar Investment Management
Illinois
– -$8.42M -101,460 Closed
American Century Companies
491
American Century Companies
Missouri
– -$7.49M -90,324 Closed
EC
492
Elequin Capital
New York
– -$6.9M -83,152 Closed
PI
493
PFS Investments
Georgia
– -$5.94M -71,542 Closed
IAIM
494
International Assets Investment Management
Florida
– -$3.57M -63,466 Closed
MSL
495
Mackay Shields LLC
New York
– -$3.9M -46,957 Closed
PBT
496
Pictet Bank & Trust
Bahamas
– -$2.93M -35,370 Closed
AFWM
497
AMJ Financial Wealth Management
Virginia
– -$2.81M -33,866 Closed
CWM
498
Centric Wealth Management
Illinois
– -$2.56M -30,909 Closed
ACM
499
Anfield Capital Management
California
– -$2.07M -24,993 Closed
Susquehanna International Group
500
Susquehanna International Group
Pennsylvania
– -$1.6M -19,286 Closed
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