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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 Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$2.44M -$129K -1,994 -5%
JE
102
JMAC Enterprises
Pennsylvania
$2.43M -$278K -4,306 -10%
SWP
103
Stratos Wealth Partners
Ohio
$2.42M +$1.17M +18,120 +93%
OMC
104
Overbrook Management Corp
New York
$2.41M – – –
CL
105
CIM LLC
New York
$2.35M +$56.2K +852 +2%
GM
106
GeoWealth Management
Illinois
$2.33M -$9.81M -151,999 -81%
HighTower Advisors
107
HighTower Advisors
Illinois
$2.33M -$37.9K -589 -2%
WB
108
Webster Bank
Connecticut
$2.31M -$42K -651 -2%
PIA
109
Powell Investment Advisors
Florida
$2.25M +$238K +3,682 +12%
HPM
110
Hudson Portfolio Management
New York
$2.22M -$16.7K -258 -0.7%
WB
111
WesBanco Bank
West Virginia
$2.19M +$166K +2,570 +8%
RFWA
112
RPg Family Wealth Advisory
Massachusetts
$2.19M +$80.8K +1,251 +4%
FA
113
Flagstar Advisors
New York
$2.06M +$345K +5,349 +20%
PWM
114
Penobscot Wealth Management
Maine
$2.05M -$4K -62 -0.2%
FWA
115
FOCUS Wealth Advisors
Texas
$2.04M +$4.58K +71 +0.2%
FNC
116
First National Corp
Massachusetts
$2.01M -$3.49K -54 -0.2%
HWAM
117
Hennion & Walsh Asset Management
New Jersey
$2.01M +$224K +3,463 +13%
PG
118
Patten Group
Tennessee
$2.01M -$49.9K -759 -2%
LSC
119
Logan Stone Capital
Illinois
$1.98M +$1.98M +30,684 New
PWP
120
Pursue Wealth Partners
California
$1.95M – – –
Bank of Nova Scotia
121
Bank of Nova Scotia
Ontario, Canada
$1.88M -$1.27M -19,600 -40%
CF
122
Centaurus Financial
California
$1.88M -$2.49M -38,627 -57%
Mirae Asset Global Investments
123
Mirae Asset Global Investments
South Korea
$1.87M -$31K -480 -2%
AGA
124
Arkos Global Advisors
Texas
$1.87M -$58.5K -907 -3%
NA
125
NewEdge Advisors
Louisiana
$1.84M -$784K -12,138 -30%
3 4
5
6 7