CWB icon

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.

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 %
AI
526
Atria Investments
North Carolina
– -$6.25M -73,238 Closed
MLM
527
Mount Lucas Management
Pennsylvania
– -$5.51M -64,518 Closed
NL
528
NEPC LLC
Massachusetts
– -$4.59M -53,766 Closed
Jane Street
529
Jane Street
New York
– -$4.29M -50,265 Closed
AG
530
Appleton Group
Wisconsin
– -$3.59M -42,091 Closed
IAN
531
Integrated Advisors Network
Texas
– -$3.38M -39,611 Closed
TW
532
Transform Wealth
Colorado
– -$2.09M -24,512 Closed
AWA
533
Arete Wealth Advisors
Illinois
– -$1.93M -22,567 Closed
Bank of Nova Scotia
534
Bank of Nova Scotia
Ontario, Canada
– -$1.88M -22,000 Closed
CF
535
Clarity Financial
Texas
– -$1.83M -21,437 Closed
AIA
536
Arrow Investment Advisors
Maryland
– -$1.81M -21,218 Closed
BMCM
537
Burns Matteson Capital Management
New York
– -$1.74M -20,367 Closed
EFSCE
538
Enterprise Financial Services Corp (EFSC)
Missouri
– -$1.68M -19,707 Closed
LA
539
LexAurum Advisors
Kansas
– -$1.52M -17,787 Closed
DWA
540
Dorsey Wright & Associates
California
– -$1.45M -16,988 Closed
GVAG
541
Great Valley Advisor Group
Delaware
– -$1.43M -16,802 Closed
GSEP
542
Golden State Equity Partners
California
– -$1.42M -16,584 Closed
CFAM
543
Center For Asset Management
Florida
– -$1.27M -14,890 Closed
RWP
544
RWA Wealth Partners
Massachusetts
– -$1.07M -12,487 Closed
CCG
545
Chatham Capital Group
Georgia
– -$1.01M -11,850 Closed
SS
546
Sunbelt Securities
Texas
– -$934K -11,098 Closed
HAS
547
HBW Advisory Services
California
– -$833K -9,761 Closed
PCS
548
Personal CFO Solutions
New Jersey
– -$554K -6,490 Closed
CA
549
CGN Advisors
Kansas
– -$551K -6,455 Closed
FHA
550
Flagship Harbor Advisors
Massachusetts
– -$527K -6,071 Closed
20 21
22
23 24