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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

455 hedge funds and large institutions have $2.31B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 134 increasing their positions, 167 reducing their positions, and 44 closing their positions.

Holders
455
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.87%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.29%
New
49
Increased
134
Reduced
167
Closed
44
Calls
$4.73M
Puts
$31.1M
Net Calls
-$26.4M
Net Calls Change
+$4.05M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$210M
2
Jane Street
2
Jane Street
New York
$82.5M
3
TC
3
TownSquare Capital
Utah
$15.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$35.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$16.5M

Top Sellers

1
CCA
1
Conservest Capital Advisors
Pennsylvania
$37.6M
2
PNAA
2
Pictet North America Advisors
Switzerland
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$21.9M
4
Wells Fargo
4
Wells Fargo
California
$84.3M
5
HNB
5
Huntington National Bank
Ohio
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
B
51
Bensler
Washington
$7.91M 124,937 +3,423 +3%
OC
52
Oppenheimer & Co
New York
$7.9M 124,723 -518 -0.4%
RJA
53
Raymond James & Associates
Florida
$7.65M 120,922 +23,185 +24%
MWM
54
Modera Wealth Management
New Jersey
$7.53M 119,007 -1,573 -1%
Legacy Financial Group (Iowa)
55
Legacy Financial Group (Iowa)
Iowa
$7.37M 116,463 -1,569 -1%
Creative Planning
56
Creative Planning
Kansas
$7.37M 116,344 +316 +0.3%
WCM
57
Windsor Capital Management
Arizona
$6.72M 106,229 +3,514 +3%
CAN
58
Cetera Advisor Networks
California
$6.66M 105,184 +2,024 +2%
RAM
59
Riggs Asset Management
Pennsylvania
$6.59M 104,133 +34,107 +49%
TFA
60
Transamerica Financial Advisors
Florida
$6.57M 103,802 +103,684 +87,868%
GM
61
GeoWealth Management
Illinois
$6.37M 100,703 +64,648 +179%
ML
62
McAdam LLC
Pennsylvania
$6.07M 95,816 -3,297 -3%
SPIA
63
Steward Partners Investment Advisory
New York
$5.76M 90,909 -1,292 -1%
CAG
64
Csenge Advisory Group
Florida
$5.34M 84,383 +33,634 +66%
PAG
65
Private Advisor Group
New Jersey
$5.29M 83,552 +4,410 +6%
BFG
66
Baron Financial Group
New Jersey
$5.15M 81,347 -860 -1%
ONST
67
Old North State Trust
North Carolina
$4.89M 77,286 +77,212 +104,341%
MI
68
Moneywise Inc
Virginia
$4.6M 72,648 +5,656 +8%
CWM
69
Congress Wealth Management
Massachusetts
$4.52M 71,451 +2,000 +3%
YC
70
Yarbrough Capital
Tennessee
$4.52M 71,354 – –
DI
71
Disciplined Investments
Oklahoma
$4.49M 70,890 +1,677 +2%
OWA
72
Octavia Wealth Advisors
Ohio
$4.37M 69,089 -1,510 -2%
SIAP
73
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.31M 68,091 +57 +0.1%
DJYG
74
David J. Yvars Group
Florida
$4.26M 67,279 -551 -0.8%
LCWP
75
Legacy Capital Wealth Partners
Arkansas
$4.12M 65,046 -287 -0.4%
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