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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 %
DI
76
Disciplined Investments
Oklahoma
$5.38M 69,948 +1,876 +3%
MI
77
Moneywise Inc
Virginia
$5.36M 69,710 +25,522 +58%
CF
78
Centaurus Financial
California
$5.21M 67,693 +20,934 +45%
SIAP
79
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.17M 67,123 -1,031 -2%
CWM
80
Congress Wealth Management
Massachusetts
$5.11M 66,451 -4,000 -6%
LCWP
81
Legacy Capital Wealth Partners
Arkansas
$5.06M 65,708 +65,708 New
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$5.06M 65,689 -2,233 -3%
CAN
83
Cetera Advisor Networks
California
$5M 65,006 +1,808 +3%
PCIA
84
Prime Capital Investment Advisors
Kansas
$4.93M 59,428 -448 -0.7%
MBT
85
Montecito Bank & Trust
California
$4.78M 62,093 -59,450 -49%
MWM
86
Modera Wealth Management
New Jersey
$4.73M 61,431 -9,341 -13%
FHB
87
First Hawaiian Bank
Hawaii
$4.6M 59,713 +59,713 New
EAMA
88
EFG Asset Management (Americas)
Florida
$4.55M 59,151 +3,442 +6%
Bessemer Group
89
Bessemer Group
New Jersey
$4.55M 59,136 -8 -0%
HW
90
Hedeker Wealth
Illinois
$4.31M 56,026 -65,905 -54%
IWA
91
IBEX Wealth Advisors
New Jersey
$4.07M 52,867 +693 +1%
Citigroup
92
Citigroup
New York
$4.01M 52,131 -10,686 -17%
TA
93
TFG Advisers
Michigan
$4.01M 52,079 -62 -0.1%
CPIG
94
Chicago Partners Investment Group
Illinois
$4M 59,947 -3,746 -6%
NRI
95
NFP Retirement Inc
California
$4M 51,977 +1,292 +3%
DWMG
96
DB Wealth Management Group
California
$3.95M 51,322 -2,893 -5%
CI
97
Cavalier Investments
Georgia
$3.92M 50,904 +3,879 +8%
CAG
98
Csenge Advisory Group
Florida
$3.77M 49,031 -3,478 -7%
Bank of Nova Scotia
99
Bank of Nova Scotia
Ontario, Canada
$3.75M 48,775 +48,775 New
CCM
100
Crew Capital Management
Ohio
$3.75M 48,711 -2,539 -5%
2 3
4
5 6