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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 %
Cerity Partners
526
Cerity Partners
New York
– -$287K -3,459 Closed
VCM
527
Virtue Capital Management
Tennessee
– -$283K -3,413 Closed
BBA
528
Braun-Bostich & Associates
Pennsylvania
– -$236K -3,029 Closed
MWM
529
Meridian Wealth Management
Kentucky
– -$244K -2,940 Closed
PMG
530
ProVise Management Group
Florida
– -$239K -2,883 Closed
CAP
531
Columbia Advisory Partners
Washington
– -$237K -2,862 Closed
SW
532
StrongBox Wealth
Missouri
– -$233K -2,811 Closed
BTWM
533
Baker Tilly Wealth Management
Wisconsin
– -$233K -2,810 Closed
Thrivent Financial for Lutherans
534
Thrivent Financial for Lutherans
Minnesota
– -$243K -2,804 Closed
CPSAC
535
Chas P. Smith & Associates (CPS)
Florida
– -$220K -2,655 Closed
IFWM
536
Institute for Wealth Management
Colorado
– -$220K -2,653 Closed
CAM
537
Chandler Asset Management
California
– -$220K -2,650 Closed
CIBC World Market
538
CIBC World Market
Ontario, Canada
– -$209K -2,519 Closed
MFW
539
Meristem Family Wealth
Minnesota
– -$207K -2,500 Closed
KCFA
540
Key Client Fiduciary Advisors
New Jersey
– -$206K -2,480 Closed
ACM
541
Absolute Capital Management
Pennsylvania
– -$157K -1,898 Closed
ED
542
Exane Derivatives
France
– -$151K -1,819 Closed
DWP
543
Destiny Wealth Partners
Florida
– -$129K -1,551 Closed
MAM
544
Meeder Asset Management
Ohio
– -$73K -876 Closed
RPCONE
545
Retirement Planning Company of New England
Rhode Island
– -$50K -611 Closed
OA
546
Operose Advisors
Wisconsin
– -$50K -605 Closed
FHA
547
First Horizon Advisors
Tennessee
– -$38K -477 Closed
CA
548
Cornerstone Advisory
Maryland
– -$38K -448 Closed
SFPG
549
Stonebridge Financial Planning Group
Florida
– -$22K -300 Closed
FPWM
550
FSB Premier Wealth Management
Iowa
– -$19K -240 Closed
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