CWB icon

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 %
MWM
476
Meridian Wealth Management
Kentucky
– -$398K -6,162 Closed
WWM
477
Western Wealth Management
Colorado
– -$326K -5,049 Closed
RP
478
Riverbridge Partners
Minnesota
– -$323K -5,000 Closed
Manulife (Manufacturers Life Insurance)
479
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$304K -4,708 Closed
FMII
480
Farmers & Merchants Investments Inc
Nebraska
– -$284K -4,400 Closed
Wolverine Trading
481
Wolverine Trading
Illinois
– -$266K -4,092 Closed
WAM
482
WealthTrust Asset Management
Florida
– -$264K -4,087 Closed
MFA
483
Mayflower Financial Advisors
Massachusetts
– -$260K -4,024 Closed
RL
484
Retireful LLC
Michigan
– -$244K -3,779 Closed
GWAG
485
Garrett Wealth Advisory Group
Texas
– -$239K -3,708 Closed
MAM
486
McCarthy Asset Management
California
– -$234K -3,620 Closed
CWS
487
Cypress Wealth Services
California
– -$233K -3,608 Closed
SG
488
StoneX Group
New York
– -$220K -3,405 Closed
LGA
489
Lebenthal Global Advisors
New York
– -$203K -3,151 Closed
CWP
490
Concord Wealth Partners
Virginia
– -$39K -600 Closed
VRM
491
Vectors Research Management
New York
– -$26K -400 Closed
KFS
492
Kelly Financial Services
Massachusetts
– -$22.6K -350 Closed
AWM
493
Avior Wealth Management
Nebraska
– -$20K -321 Closed
CAAS
494
Capital Asset Advisory Services
Michigan
– -$20K -307 Closed
COCM
495
Charter Oak Capital Management
New Hampshire
– -$15K -225 Closed
VVP
496
Venture Visionary Partners
Ohio
– -$6.13K -95 Closed
MPWT
497
MassMutual Private Wealth & Trust
Connecticut
– -$4K -60 Closed
S
498
SignatureFD
Georgia
– -$3K -40 Closed
1IA
499
1834 Investment Advisors
Wisconsin
– -$1K -9 Closed
16 17 18 19
20