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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 %
AWS
76
Atria Wealth Solutions
New York
$4.11M 64,913 +37,815 +140%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$3.93M 62,114 -31,968 -34%
FHB
78
First Hawaiian Bank
Hawaii
$3.91M 61,730 -915 -1%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$3.9M 61,667 -188 -0.3%
WCM
80
Windham Capital Management
Massachusetts
$3.87M 61,070 +41,792 +217%
PBF
81
Petix & Botte Financial
California
$3.86M 61,035 +246 +0.4%
CPIG
82
Chicago Partners Investment Group
Illinois
$3.83M 59,532 -508 -0.8%
Barclays
83
Barclays
United Kingdom
$3.75M 59,182 +59,182 New
AG
84
Ascent Group
Virginia
$3.59M 55,162 +6,820 +14%
EAMA
85
EFG Asset Management (Americas)
Florida
$3.52M 55,622 -206 -0.4%
PAS
86
Park Avenue Securities
New York
$3.46M 54,669 +15,921 +41%
BCM
87
Bluefin Capital Management
New York
$3.46M 54,623 +54,623 New
KWM
88
Kingsview Wealth Management
Oregon
$3.36M 53,113 +49,257 +1,277%
Bessemer Group
89
Bessemer Group
New Jersey
$3.32M 52,456 -2,330 -4%
BMCM
90
Burns Matteson Capital Management
New York
$3.24M 51,250 +51,250 New
Citigroup
91
Citigroup
New York
$3.23M 50,990 +596 +1%
TA
92
TFG Advisers
Michigan
$3.2M 50,552 -572 -1%
William Blair & Company
93
William Blair & Company
Illinois
$3.16M 49,941 +4,149 +9%
CI
94
Cavalier Investments
Georgia
$3.01M 47,607 -4,101 -8%
CCM
95
Crew Capital Management
Ohio
$2.98M 47,068 -197 -0.4%
NRI
96
NFP Retirement Inc
California
$2.97M 46,971 -3,261 -6%
DAS
97
Dynamic Advisor Solutions
Arizona
$2.93M 46,311 +1,962 +4%
GWM
98
Geneos Wealth Management
Colorado
$2.81M 44,416 +4,950 +13%
HIM
99
Hanlon Investment Management
New Jersey
$2.73M 43,156 -88,004 -67%
KCIA
100
Kingsbury Capital Investment Advisors
Illinois
$2.73M 43,143 -3,362 -7%
2 3
4
5 6