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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

471 hedge funds and large institutions have $2.48B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 187 reducing their positions, and 43 closing their positions.

Holders
471
Holders Change
+16
Holders Change %
+3.52%
% of All Funds
7.6%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
68
Increased
127
Reduced
187
Closed
43
Calls
$4.6M
Puts
$2.24M
Net Calls
+$2.37M
Net Calls Change
+$28.7M

Top Buyers

1
CCA
1
Conservest Capital Advisors
Pennsylvania
$37M
2
Goldman Sachs
2
Goldman Sachs
New York
$119M
3
Jane Street
3
Jane Street
New York
$119M
4
AssetMark Inc
4
AssetMark Inc
California
$237M
5
Barclays
5
Barclays
United Kingdom
$27.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.57M
2
Morgan Stanley
2
Morgan Stanley
New York
$138M
3
OAM
3
Oppenheimer Asset Management
New York
$11.8M
4
AA
4
Advisory Alpha
Michigan
$1.72M
5
NYLIM
5
New York Life Investment Management
New York
$60.5M
Name Market Value Shares Shares
Change 		Shares
Change %
B
51
Bensler
Washington
$8.65M 134,474 +9,537 +8%
CWM
52
Calamos Wealth Management
Illinois
$8.5M 132,102 +105,717 +401%
SIM
53
SSI Investment Management
California
$8.46M 131,564 -122 -0.1%
NAM
54
NTV Asset Management
West Virginia
$8.14M 126,452 -2,196 -2%
HA
55
Harfst & Associates
Wyoming
$7.86M 122,086 -12,345 -9%
Legacy Financial Group (Iowa)
56
Legacy Financial Group (Iowa)
Iowa
$7.77M 120,796 +4,333 +4%
OC
57
Oppenheimer & Co
New York
$7.64M 118,698 -6,025 -5%
MWM
58
Modera Wealth Management
New Jersey
$7.59M 117,943 -1,064 -0.9%
BCM
59
Bluefin Capital Management
New York
$7.54M 117,262 +62,639 +115%
Creative Planning
60
Creative Planning
Kansas
$7.54M 117,162 +818 +0.7%
RJA
61
Raymond James & Associates
Florida
$7.42M 115,326 -5,596 -5%
PWM
62
Paulson Wealth Management
Illinois
$7.32M 113,750 -36,668 -24%
KWM
63
Kingsview Wealth Management
Oregon
$6.84M 106,250 +53,137 +100%
WCM
64
Windsor Capital Management
Arizona
$6.58M 102,225 -4,004 -4%
SPIA
65
Steward Partners Investment Advisory
New York
$5.98M 93,005 +2,096 +2%
Calamos Advisors
66
Calamos Advisors
Illinois
$5.36M 83,262 +83,262 New
TFA
67
Transamerica Financial Advisors
Florida
$5.31M 82,502 -21,300 -21%
BFG
68
Baron Financial Group
New Jersey
$5.25M 81,607 +260 +0.3%
HighTower Advisors
69
HighTower Advisors
Illinois
$5.09M 79,239 +48,525 +158%
ONST
70
Old North State Trust
North Carolina
$5.08M 78,989 +1,703 +2%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$4.99M 77,585 +35,394 +84%
CAG
72
Csenge Advisory Group
Florida
$4.88M 75,864 -8,519 -10%
CWM
73
Congress Wealth Management
Massachusetts
$4.6M 71,451 – –
YC
74
Yarbrough Capital
Tennessee
$4.59M 71,354 – –
MSL
75
Mackay Shields LLC
New York
$4.55M 70,790 +70,790 New
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