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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

519 hedge funds and large institutions have $4.03B invested in SPDR Bloomberg Convertible Securities ETF in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 168 increasing their positions, 175 reducing their positions, and 60 closing their positions.

Holders
519
Holders Change
+31
Holders Change %
+6.35%
% 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
98
Increased
168
Reduced
175
Closed
60
Calls
$3.47M
Puts
$83.2M
Net Calls
-$79.8M
Net Calls Change
-$301M

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$256M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$90M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$194M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$75.8M
5
Ameriprise
5
Ameriprise
Minnesota
$87.3M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$213K
2
Bessemer Group
2
Bessemer Group
New Jersey
$4.91M
3
AWM
3
AE Wealth Management
Kansas
$2.94M
4
PWAG
4
Polaris Wealth Advisory Group
California
$321K
5
Franklin Resources
5
Franklin Resources
California
$47K
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
76
B. Riley Wealth Management
Tennessee
$7.5M +$87.9K +1,059 +1%
American Century Companies
77
American Century Companies
Missouri
$7.49M +$7.49M +90,324 New
WCM
78
Windsor Capital Management
Arizona
$7.31M -$99.6K -1,201 -1%
PAG
79
Private Advisor Group
New Jersey
$7.27M -$912K -10,987 -11%
KWM
80
Kingsview Wealth Management
Oregon
$7.06M -$185K -2,233 -3%
EC
81
Elequin Capital
New York
$6.9M +$6.9M +83,152 New
DJYG
82
David J. Yvars Group
Florida
$6.74M +$101K +1,215 +2%
RAM
83
Riggs Asset Management
Pennsylvania
$6.68M +$69K +832 +1%
BFG
84
Baron Financial Group
New Jersey
$6.67M +$139K +1,680 +2%
PI
85
PFS Investments
Georgia
$5.94M +$453K +5,455 +8%
ONST
86
Old North State Trust
North Carolina
$5.89M +$5.89M +71,014 New
HighTower Advisors
87
HighTower Advisors
Illinois
$5.88M +$1.86M +22,454 +46%
MWM
88
Modera Wealth Management
New Jersey
$5.87M +$98K +1,181 +2%
CWM
89
Congress Wealth Management
Massachusetts
$5.85M +$5.85M +70,451 New
SIAP
90
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.65M +$39.6K +477 +0.7%
DI
91
Disciplined Investments
Oklahoma
$5.65M +$324K +3,909 +6%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$5.64M -$396K -4,768 -7%
PWM
93
Penobscot Wealth Management
Maine
$5.31M +$107K +1,286 +2%
CAN
94
Cetera Advisor Networks
California
$5.24M +$640K +7,710 +14%
Citigroup
95
Citigroup
New York
$5.21M -$11.2K -135 -0.2%
PBF
96
Petix & Botte Financial
California
$5.01M -$4.8M -57,814 -49%
PCIA
97
Prime Capital Investment Advisors
Kansas
$4.97M +$1.11M +13,330 +29%
Bessemer Group
98
Bessemer Group
New Jersey
$4.91M -$131M -1,583,052 -96%
CPIG
99
Chicago Partners Investment Group
Illinois
$4.87M -$196K -2,568 -4%
EAMA
100
EFG Asset Management (Americas)
Florida
$4.62M +$324K +3,903 +8%
2 3
4
5 6