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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 Holding Trade Value Shares
Change 		Shares
Change %
KWM
101
Kingsview Wealth Management
Oregon
$3.72M -$2.83M -36,764 -43%
GSWM
102
Golden State Wealth Management
California
$3.58M -$306K -3,982 -8%
KCIA
103
Kingsbury Capital Investment Advisors
Illinois
$3.57M +$3.57M +46,417 New
William Blair & Company
104
William Blair & Company
Illinois
$3.48M -$55.9K -727 -2%
FWA
105
FSC Wealth Advisors
New York
$3.45M +$3.42M +44,375 +10,693%
FANJ
106
Financial Architects (New Jersey)
New Jersey
$3.35M -$95.2K -1,237 -3%
KIA
107
Kraematon Investment Advisors
Massachusetts
$3.33M -$60.3K -783 -2%
HFS
108
Horizon Financial Services
North Carolina
$3.3M +$1.34M +17,374 +68%
JE
109
JMAC Enterprises
Pennsylvania
$3.23M -$173K -2,248 -5%
IRC
110
Investors Research Corp
Georgia
$3.15M -$38.7K -503 -1%
NA
111
NewEdge Advisors
Louisiana
$3.12M -$794K -10,313 -20%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$3.06M -$53.2K -692 -2%
BRWA
113
B. Riley Wealth Advisors
Florida
$3.03M -$181K -2,358 -6%
RA
114
RFG Advisory
Alabama
$3.02M +$495K +6,433 +20%
Barclays
115
Barclays
United Kingdom
$2.99M -$16.9M -219,062 -85%
GWM
116
Geneos Wealth Management
Colorado
$2.95M +$19.2K +249 +0.7%
DAS
117
Dynamic Advisor Solutions
Arizona
$2.88M +$537K +6,973 +23%
OMC
118
Overbrook Management Corp
New York
$2.87M +$208K +2,705 +8%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$2.86M +$362K +4,704 +15%
HighTower Advisors
120
HighTower Advisors
Illinois
$2.83M -$2.63M -34,112 -48%
WB
121
Webster Bank
Connecticut
$2.8M -$81.8K -1,063 -3%
ACM
122
AlphaStar Capital Management
North Carolina
$2.77M +$1.03M +13,335 +59%
HPM
123
Hudson Portfolio Management
New York
$2.66M +$24.2K +315 +0.9%
CL
124
CIM LLC
New York
$2.6M -$123K -1,638 -5%
RFWA
125
RPg Family Wealth Advisory
Massachusetts
$2.51M +$214K +2,779 +9%
3 4
5
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