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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 %
ANTB
76
AMG National Trust Bank
Colorado
$3.8M 58,864 +43,094 +273%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$3.76M 58,212 +58,212 New
EAMA
78
EFG Asset Management (Americas)
Florida
$3.6M 55,828 -3,323 -6%
Bessemer Group
79
Bessemer Group
New Jersey
$3.54M 54,786 -4,350 -7%
CI
80
Cavalier Investments
Georgia
$3.34M 51,708 +804 +2%
TA
81
TFG Advisers
Michigan
$3.3M 51,124 -955 -2%
AG
82
Ascent Group
Virginia
$3.29M 48,342 +48,342 New
CAG
83
Csenge Advisory Group
Florida
$3.28M 50,749 +1,718 +4%
Citigroup
84
Citigroup
New York
$3.25M 50,394 -1,737 -3%
NRI
85
NFP Retirement Inc
California
$3.24M 50,232 -1,745 -3%
CCM
86
Crew Capital Management
Ohio
$3.05M 47,265 -1,446 -3%
KCIA
87
Kingsbury Capital Investment Advisors
Illinois
$3M 46,505 +88 +0.2%
William Blair & Company
88
William Blair & Company
Illinois
$2.96M 45,792 +556 +1%
DAS
89
Dynamic Advisor Solutions
Arizona
$2.86M 44,349 +6,897 +18%
HFS
90
Horizon Financial Services
North Carolina
$2.8M 43,292 +442 +1%
MBT
91
Montecito Bank & Trust
California
$2.78M 43,055 -19,038 -31%
Wellington Management Group
92
Wellington Management Group
Massachusetts
$2.75M 42,600 -47,700 -53%
MG
93
Mather Group
Illinois
$2.69M 41,583 +41,583 New
WF
94
Wayfinding Financial
Washington
$2.62M 40,576 +40,576 New
KIA
95
Kraematon Investment Advisors
Massachusetts
$2.62M 40,506 -2,820 -7%
GWM
96
Geneos Wealth Management
Colorado
$2.56M 39,466 +1,146 +3%
IRC
97
Investors Research Corp
Georgia
$2.52M 39,094 -1,846 -5%
PAS
98
Park Avenue Securities
New York
$2.5M 38,748 +14,457 +60%
BRWA
99
B. Riley Wealth Advisors
Florida
$2.47M 38,262 -1,099 -3%
ACM
100
AlphaStar Capital Management
North Carolina
$2.46M 38,029 +2,058 +6%
2 3
4
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