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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

456 hedge funds and large institutions have $2.08B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 116 increasing their positions, 206 reducing their positions, and 59 closing their positions.

Holders
456
Holders Change
-28
Holders Change %
-5.79%
% of All Funds
7.71%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.37%
New
37
Increased
116
Reduced
206
Closed
59
Calls
$1.31M
Puts
$31.7M
Net Calls
-$30.4M
Net Calls Change
-$3.87M

Top Buyers

1
NYLIM
1
New York Life Investment Management
New York
$73.1M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$46.5M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$11.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$75.8M
5
HPWA
5
Hall Private Wealth Advisors
North Carolina
$19.7M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$27.9M
2
AWM
2
AE Wealth Management
Kansas
$1.11M
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
B
4
Barings
North Carolina
$0
5
Wells Fargo
5
Wells Fargo
California
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
SG Americas Securities
51
SG Americas Securities
New York
$7.21M 111,700 -22,300 -17%
State of Tennessee, Department of Treasury
52
State of Tennessee, Department of Treasury
Tennessee
$7.01M 108,600 – –
CAN
53
Cetera Advisor Networks
California
$6.66M 103,160 +38,154 +59%
WCM
54
Windsor Capital Management
Arizona
$6.63M 102,715 +11,517 +13%
ML
55
McAdam LLC
Pennsylvania
$6.4M 99,113 -28,464 -22%
RJA
56
Raymond James & Associates
Florida
$6.31M 97,737 -14,869 -13%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$6.07M 94,082 +28,393 +43%
SPIA
58
Steward Partners Investment Advisory
New York
$5.95M 92,201 -7,494 -8%
BFG
59
Baron Financial Group
New Jersey
$5.31M 82,207 +275 +0.3%
PAG
60
Private Advisor Group
New Jersey
$5.11M 79,142 -7,609 -9%
PCIA
61
Prime Capital Investment Advisors
Kansas
$4.62M 71,594 +12,166 +20%
YC
62
Yarbrough Capital
Tennessee
$4.61M 71,354 – –
OWA
63
Octavia Wealth Advisors
Ohio
$4.55M 70,599 -104,479 -60%
RAM
64
Riggs Asset Management
Pennsylvania
$4.52M 70,026 -1,800 -3%
WCM
65
Wavelength Capital Management
Connecticut
$4.51M 69,800 -54,681 -44%
CWM
66
Congress Wealth Management
Massachusetts
$4.48M 69,451 +3,000 +5%
DI
67
Disciplined Investments
Oklahoma
$4.47M 69,213 -735 -1%
DJYG
68
David J. Yvars Group
Florida
$4.4M 67,830 -10,012 -13%
SIAP
69
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.39M 68,034 +911 +1%
MI
70
Moneywise Inc
Virginia
$4.33M 66,992 -2,718 -4%
LCWP
71
Legacy Capital Wealth Partners
Arkansas
$4.22M 65,333 -375 -0.6%
CPIG
72
Chicago Partners Investment Group
Illinois
$4.08M 60,040 +93 +0.2%
FHB
73
First Hawaiian Bank
Hawaii
$4.04M 62,645 +2,932 +5%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$3.99M 61,855 +24,728 +67%
PBF
75
Petix & Botte Financial
California
$3.93M 60,789 -61,934 -50%
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