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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 %
FIA
101
Foundations Investment Advisors
Arizona
$2.78M 43,153 +15,716 +57%
FANJ
102
Financial Architects (New Jersey)
New Jersey
$2.75M 42,708 -357 -0.8%
Wellington Management Group
103
Wellington Management Group
Massachusetts
$2.74M 42,600 – –
Bessemer Group
104
Bessemer Group
New Jersey
$2.73M 42,396 -10,060 -19%
AG
105
Appleton Group
Wisconsin
$2.69M 41,798 +41,798 New
GWM
106
Geneos Wealth Management
Colorado
$2.65M 41,123 -3,293 -7%
CI
107
Conning Inc
Connecticut
$2.57M 40,000 – –
SWP
108
Stratos Wealth Partners
Ohio
$2.55M 39,576 -779 -2%
CL
109
CIM LLC
New York
$2.53M 36,925 +897 +2%
IRC
110
Investors Research Corp
Georgia
$2.51M 38,937 – –
JE
111
JMAC Enterprises
Pennsylvania
$2.49M 38,673 -2,075 -5%
KAS
112
Kestra Advisory Services
Texas
$2.47M 38,444 -123,370 -76%
AG
113
Ascent Group
Virginia
$2.45M 38,034 -17,128 -31%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$2.4M 37,230 -24,437 -40%
AGA
115
Arkos Global Advisors
Texas
$2.36M 36,623 +8,447 +30%
WB
116
WesBanco Bank
West Virginia
$2.3M 35,718 +1,310 +4%
RFWA
117
RPg Family Wealth Advisory
Massachusetts
$2.27M 35,219 +606 +2%
CF
118
Clarity Financial
Texas
$2.26M 35,186 +2,739 +8%
PWM
119
Penobscot Wealth Management
Maine
$2.18M 33,892 +873 +3%
CAN
120
Claraphi Advisory Network
United States
$2.16M 33,594 +12,785 +61%
PIA
121
Powell Investment Advisors
Florida
$2.15M 33,342 +215 +0.6%
CFGS
122
Concourse Financial Group Securities
Alabama
$2.14M 33,211 -2,104 -6%
HPM
123
Hudson Portfolio Management
New York
$2.12M 32,965 -735 -2%
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$2.11M 32,787 -2,839 -8%
FA
125
Flagstar Advisors
New York
$2.07M 32,220 +32,220 New
3 4
5
6 7