CWB icon

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.

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
1
AE Wealth Management
Kansas
$69.3M
2
Jane Street
2
Jane Street
New York
$42.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$103M
4
IA
4
IndexIQ Advisors
New York
$114M
5
SFS
5
Sowell Financial Services
Arkansas
$32.3M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$1.42M
2
HCM
2
Howard Capital Management
Georgia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$67.5M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$19.7M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$26.2M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$10.2M 132,612 +13,522 +11%
NAM
52
NTV Asset Management
West Virginia
$10.2M 132,430 -448 -0.3%
HIM
53
Hanlon Investment Management
New Jersey
$10.1M 131,160 – –
SIM
54
SSI Investment Management
California
$10.1M 130,892 +130,892 New
ML
55
McAdam LLC
Pennsylvania
$9.82M 127,577 +3,186 +3%
WCM
56
Wavelength Capital Management
Connecticut
$9.58M 124,481 -700 -0.6%
Prudential Financial
57
Prudential Financial
New Jersey
$9.57M 124,342 -38,600 -24%
PBF
58
Petix & Botte Financial
California
$9.44M 122,723 +62,344 +103%
JIR
59
James Investment Research
Ohio
$9.26M 120,393 -15,638 -11%
CI
60
Conning Inc
Connecticut
$9.23M 120,000 +120,000 New
Creative Planning
61
Creative Planning
Kansas
$9.16M 118,979 +6,492 +6%
B
62
Bensler
Washington
$8.82M 114,662 +5,688 +5%
RJA
63
Raymond James & Associates
Florida
$8.67M 112,606 -3,375 -3%
Legacy Financial Group (Iowa)
64
Legacy Financial Group (Iowa)
Iowa
$8.36M 108,676 +56,237 +107%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$8.36M 108,600 -108,100 -50%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$7.69M 99,923 -7,031 -7%
SPIA
67
Steward Partners Investment Advisory
New York
$7.67M 99,695 -11,294 -10%
RWA
68
Redhawk Wealth Advisors
Minnesota
$7.02M 91,216 +86,970 +2,048%
WCM
69
Windsor Capital Management
Arizona
$7.02M 91,198 +3,045 +3%
Wellington Management Group
70
Wellington Management Group
Massachusetts
$6.95M 90,300 -15,800 -15%
PAG
71
Private Advisor Group
New Jersey
$6.68M 86,751 -818 -0.9%
BFG
72
Baron Financial Group
New Jersey
$6.3M 81,932 +1,520 +2%
DJYG
73
David J. Yvars Group
Florida
$5.99M 77,842 -3,451 -4%
RAM
74
Riggs Asset Management
Pennsylvania
$5.53M 71,826 -8,669 -11%
YC
75
Yarbrough Capital
Tennessee
$5.49M 71,354 -94,736 -57%
1 2
3
4 5