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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 %
DI
76
Disciplined Investments
Oklahoma
$4.43M 68,854 -2,036 -3%
CPIG
77
Chicago Partners Investment Group
Illinois
$4.38M 63,677 +4,145 +7%
DJYG
78
David J. Yvars Group
Florida
$4.36M 67,787 +508 +0.8%
OWA
79
Octavia Wealth Advisors
Ohio
$4.33M 67,368 -1,721 -2%
LCWP
80
Legacy Capital Wealth Partners
Arkansas
$4.17M 64,758 -288 -0.4%
AWAU
81
Alliance Wealth Advisors (Utah)
Utah
$4.07M 63,330 +63,330 New
FHB
82
First Hawaiian Bank
Hawaii
$3.97M 61,730 – –
SIAP
83
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.95M 61,456 -6,635 -10%
AWS
84
Atria Wealth Solutions
New York
$3.83M 59,543 -5,370 -8%
PAS
85
Park Avenue Securities
New York
$3.83M 59,448 +4,779 +9%
DAS
86
Dynamic Advisor Solutions
Arizona
$3.8M 59,111 +12,800 +28%
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$3.63M 56,473 -5,641 -9%
AI
88
Atria Investments
North Carolina
$3.58M 55,677 +13,090 +31%
EAMA
89
EFG Asset Management (Americas)
Florida
$3.49M 54,212 -1,410 -3%
AWM
90
AE Wealth Management
Kansas
$3.45M 53,572 +19,883 +59%
William Blair & Company
91
William Blair & Company
Illinois
$3.41M 52,946 +3,005 +6%
GM
92
GeoWealth Management
Illinois
$3.33M 51,723 -48,980 -49%
TA
93
TFG Advisers
Michigan
$3.24M 50,343 -209 -0.4%
Citigroup
94
Citigroup
New York
$3.13M 48,694 -2,296 -5%
BCM
95
Beaumont Capital Management
Massachusetts
$3.09M 47,974 +44,582 +1,314%
Mariner
96
Mariner
Kansas
$2.97M 46,156 +40,723 +750%
CI
97
Cavalier Investments
Georgia
$2.91M 45,221 -2,386 -5%
MI
98
Moneywise Inc
Virginia
$2.84M 44,158 -28,490 -39%
HIM
99
Hanlon Investment Management
New Jersey
$2.8M 43,447 +291 +0.7%
RAM
100
Riggs Asset Management
Pennsylvania
$2.78M 43,245 -60,888 -58%
2 3
4
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