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State Street SPDR Bloomberg Convertible Securities ETF
CWB
CWB
521 hedge funds and large institutions have $4.03B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 169 increasing their positions, 175 reducing their positions, and 60 closing their positions.
New
Increased
Maintained
Reduced
Closed
65% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 60
7% more funds holding
Funds holding: 489 → 521 (+32)
2.13% more ownership
Funds ownership: 60.22% → 62.35% (+2.1%)
3% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 175
5% less capital invested
Capital invested by funds: $4.23B → $4.03B (-$202M)
15% less funds holding in top 10
Funds holding in top 10: 33 → 28 (-5)
96% less call options, than puts
Call options by funds: $3.47M | Put options by funds: $83.2M
Holders
521
Holders Change
+32
Holders Change %
+6.54%
% 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
99
Increased
169
Reduced
175
Closed
60
Calls
$3.47M
Puts
$83.2M
Net Calls
-$79.8M
Net Calls Change
-$301M
Top Buyers
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$263M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$27M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$20.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$18M |
Top Sellers
| 1 |
AssetMark Inc
Concord,
California
|
-$137M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$136M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$74.9M |
| 4 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$57.5M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$48.3M |
