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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

519 hedge funds and large institutions have $4.03B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 168 increasing their positions, 175 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+31
Holders Change %
+6.35%
% of All Funds
8.02%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.43%
New
98
Increased
168
Reduced
175
Closed
60
Calls
$3.47M
Puts
$83.2M
Net Calls
-$79.8M
Net Calls Change
-$301M

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$256M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$90M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$194M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$75.8M
5
Ameriprise
5
Ameriprise
Minnesota
$87.3M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$213K
2
Bessemer Group
2
Bessemer Group
New Jersey
$4.91M
3
AWM
3
AE Wealth Management
Kansas
$2.94M
4
PWAG
4
Polaris Wealth Advisory Group
California
$321K
5
Franklin Resources
5
Franklin Resources
California
$47K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
501
Regency Capital Management
Hawaii
$11K +$11K +135 New
EFS
502
Econ Financial Services
Pennsylvania
$10K +$10K +119 New
AIC
503
Archer Investment Corporation
Indiana
$8.3K – – –
FFA
504
Founders Financial Alliance
North Carolina
$8K – – –
MWM
505
Mascoma Wealth Management
New Hampshire
$8K +$8K +98 New
TWM
506
Tradition Wealth Management
Minnesota
$6K – – –
AA
507
Ancora Advisors
Ohio
$5K – – –
GI
508
Gradient Investments
Minnesota
$5K – – –
TFGT
509
TS Financial Group (TSFG)
Illinois
$5K – – –
LPWM
510
Lake Point Wealth Management
Texas
$4K – – –
Manulife (Manufacturers Life Insurance)
511
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.37K -$515 -6,200 -18%
MA
512
Montag & Associates
Georgia
$2K – – –
TFA
513
Toth Financial Advisory
Virginia
$2K – – –
FGAM
514
Financial Gravity Asset Management
Texas
$1.21K -$133 -1,243 -10%
NFSG
515
Newbridge Financial Services Group
Florida
$1K -$2.27K -34 -69%
TFA
516
Transamerica Financial Advisors
Florida
$1K – – –
1IA
517
1834 Investment Advisors
Wisconsin
$1K – – –
CT
518
Cambridge Trust
Massachusetts
$1K +$1K +13 New
CFCI
519
Comprehensive Financial Consultants Institutional
Indiana
$1K +$1K +20 New
CP
520
Castleview Partners
Texas
$619 +$619 +51,352 New
FHC
521
First Heartland Consultants
Missouri
$296 – – –
BCM
522
Bluefin Capital Management
New York
– -$19.2M -225,458 Closed
SH
523
SeaTown Holdings
Singapore
– -$11.5M -135,000 Closed
SIA
524
Strategic Investment Advisors
Michigan
– -$9.79M -114,683 Closed
Schroder Investment Management Group
525
Schroder Investment Management Group
United Kingdom
– -$8.92M -104,498 Closed
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