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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.

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

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.9M
2
AWM
AE Wealth Management
Kansas
$1.11M
3
SFS
Sowell Financial Services
Arkansas
$0
4
B
Barings
North Carolina
$0
5
Wells Fargo
Wells Fargo
California
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGP
476
Autumn Glory Partners
Texas
– -$335K -4,351 Closed
WI
477
WBI Investments
New Jersey
– -$310K -4,138 Closed
FCC
478
Florin Court Capital
United Kingdom
– -$315K -4,100 Closed
5L
479
55I LLC
Massachusetts
– -$295K -3,838 Closed
FBFS
480
First Business Financial Services
Wisconsin
– -$281K -3,650 Closed
UCFA
481
United Capital Financial Advisors
Texas
– -$277K -3,597 Closed
GVAG
482
Great Valley Advisor Group
Delaware
– -$252K -3,257 Closed
PWM
483
PBMares Wealth Management
Virginia
– -$250K -3,254 Closed
AWM
484
Affinity Wealth Management
Delaware
– -$231K -3,036 Closed
RHP
485
Royal Harbor Partners
Texas
– -$232K -3,012 Closed
Walleye Trading
486
Walleye Trading
New York
– -$231K -3,004 Closed
HCM
487
Hilton Capital Management
New York
– -$231K -3,000 Closed
PAMG
488
Patton Albertson Miller Group
Tennessee
– -$230K -2,992 Closed
BPCE
489
Bank Pictet & Cie (Europe)
Germany
– -$230K -2,988 Closed
Calamos Advisors
490
Calamos Advisors
Illinois
– -$226K -2,933 Closed
IHL
491
Investment House LLC
California
– -$214K -2,785 Closed
OPWM
492
Oxinas Partners Wealth Management
Indiana
– -$213K -2,771 Closed
ATPW
493
Ashton Thomas Private Wealth
Arizona
– -$210K -2,729 Closed
Neuberger Berman Group
494
Neuberger Berman Group
New York
– -$205K -2,656 Closed
P
495
&Partners
Tennessee
– -$203K -2,640 Closed
EWM
496
EPG Wealth Management
Georgia
– -$196K -2,549 Closed
FCMA
497
Foresight Capital Management Advisors
Michigan
– -$188K -2,440 Closed
BCV
498
Banque Cantonale Vaudoise
Switzerland
– -$182K -2,363 Closed
FAM
499
Frontier Asset Management
Wyoming
– -$160K -2,078 Closed
UIA
500
UBP Investment Advisors
Switzerland
– -$250K -1,900 Closed
17 18 19
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