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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 %
KM
501
Kalos Management
Georgia
– -$1.22M -13,668 Closed
LA
502
Latitude Advisors
Florida
– -$1.03M -12,404 Closed
BDWCC
503
B&D White Capital Company
Texas
– -$962K -11,596 Closed
LSC
504
Logan Stone Capital
Illinois
– -$874K -10,530 Closed
CGFA
505
Colton Groome Financial Advisors
North Carolina
– -$864K -10,418 Closed
TCFP
506
Treasure Coast Financial Planning
Florida
– -$796K -9,593 Closed
EGA
507
E&G Advisors
Texas
– -$781K -9,418 Closed
Bank Julius Baer & Co
508
Bank Julius Baer & Co
Switzerland
– -$730K -8,800 Closed
SCP
509
Silverleafe Capital Partners
Tennessee
– -$693K -8,359 Closed
AWM
510
Accel Wealth Management
Iowa
– -$607K -7,326 Closed
CCM
511
Crabel Capital Management
California
– -$580K -6,988 Closed
RF
512
Robbins Farley
New Hampshire
– -$519K -6,250 Closed
CSPIA
513
Cary Street Partners Investment Advisory
Virginia
– -$512K -6,174 Closed
TC
514
TownSquare Capital
Utah
– -$473K -5,704 Closed
AL
515
Aspiriant LLC
California
– -$467K -5,635 Closed
WAP
516
Wealthcare Advisory Partners
Pennsylvania
– -$416K -5,018 Closed
WSTAM
517
Wilbanks Smith & Thomas Asset Management
Virginia
– -$399K -4,812 Closed
FNBT
518
FineMark National Bank & Trust
Florida
– -$384K -4,629 Closed
Kovitz Investment Group Partners
519
Kovitz Investment Group Partners
Illinois
– -$373K -4,507 Closed
SC
520
Scotia Capital
Ontario, Canada
– -$374K -4,503 Closed
CS
521
Capital Square
Tennessee
– -$311K -3,875 Closed
PWMG
522
Pinnacle Wealth Management Group
Michigan
– -$312K -3,760 Closed
FIM
523
Fernwood Investment Management
Massachusetts
– -$302K -3,644 Closed
TFA
524
Tranquilli Financial Advisor
New Jersey
– -$297K -3,584 Closed
DY
525
Dowling & Yahnke
California
– -$289K -3,479 Closed
19 20
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