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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 %
CAG
101
Csenge Advisory Group
Florida
$4.56M -$858K -9,877 -16%
DWMG
102
DB Wealth Management Group
California
$4.5M -$30K -362 -0.7%
IWA
103
IBEX Wealth Advisors
New Jersey
$4.33M +$165K +1,987 +4%
TA
104
TFG Advisers
Michigan
$4.33M +$41.9K +505 +1%
Mirae Asset Global Investments
105
Mirae Asset Global Investments
South Korea
$4.29M +$97.5K +1,175 +2%
CCM
106
Crew Capital Management
Ohio
$4.25M -$162K -1,950 -4%
NA
107
NewEdge Advisors
Louisiana
$4.22M -$80.6K -972 -2%
Legacy Financial Group (Iowa)
108
Legacy Financial Group (Iowa)
Iowa
$4.21M -$4.17M -51,951 -50%
NRI
109
NFP Retirement Inc
California
$4.2M +$32.4K +391 +0.8%
GSWM
110
Golden State Wealth Management
California
$4.19M +$94.3K +1,136 +2%
CI
111
Cavalier Investments
Georgia
$3.9M +$698K +8,415 +22%
MSL
112
Mackay Shields LLC
New York
$3.9M +$3.9M +46,957 New
CF
113
Centaurus Financial
California
$3.88M -$1.21M -14,549 -24%
William Blair & Company
114
William Blair & Company
Illinois
$3.81M +$106K +1,278 +3%
Calamos Advisors
115
Calamos Advisors
Illinois
$3.72M +$3.72M +44,870 New
FANJ
116
Financial Architects (New Jersey)
New Jersey
$3.72M -$93.5K -1,127 -2%
MI
117
Moneywise Inc
Virginia
$3.67M +$3.26M +39,336 +811%
KIA
118
Kraematon Investment Advisors
Massachusetts
$3.66M +$3.66M +44,109 New
IAIM
119
International Assets Investment Management
Florida
$3.57M -$231K -4,114 -6%
BRWA
120
B. Riley Wealth Advisors
Florida
$3.46M +$52.9K +638 +2%
IRC
121
Investors Research Corp
Georgia
$3.44M +$423K +5,093 +14%
SFS
122
Sowell Financial Services
Arkansas
$3.41M -$103K -1,236 -3%
JE
123
JMAC Enterprises
Pennsylvania
$3.4M +$3.4M +44,247 New
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$3.36M -$52.2K -629 -2%
GWM
125
Geneos Wealth Management
Colorado
$3.16M +$283K +3,415 +10%
3 4
5
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