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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.

New
Increased
Maintained
Reduced
Closed
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
US Bancorp
Minnesota
$256M
2
Allianz Asset Management
Allianz Asset Management
Germany
$90M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$194M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$75.8M
5
Ameriprise
Ameriprise
Minnesota
$87.3M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$213K
2
Bessemer Group
Bessemer Group
New Jersey
$4.91M
3
AWM
AE Wealth Management
Kansas
$2.94M
4
PWAG
Polaris Wealth Advisory Group
California
$321K
5
Franklin Resources
Franklin Resources
California
$47K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
126
Claraphi Advisory Network
United States
$3.15M -$462K -5,568 -13%
WB
127
Webster Bank
Connecticut
$3.11M -$22.6K -272 -0.7%
TW
128
Towerpoint Wealth
California
$3.06M -$60.6K -731 -2%
AWM
129
AE Wealth Management
Kansas
$2.94M -$72.6M -874,642 -96%
PBT
130
Pictet Bank & Trust
Bahamas
$2.93M -$41.5K -500 -1%
OMC
131
Overbrook Management Corp
New York
$2.87M +$66.4K +800 +2%
HPM
132
Hudson Portfolio Management
New York
$2.84M -$51.5K -621 -2%
AFWM
133
AMJ Financial Wealth Management
Virginia
$2.81M +$142K +1,712 +5%
F
134
F3Logic
Minnesota
$2.76M -$49.3K -595 -2%
CL
135
CIM LLC
New York
$2.73M -$13K -174 -0.5%
RA
136
RFG Advisory
Alabama
$2.72M +$169K +2,034 +7%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$2.69M -$6.39K -77 -0.2%
PG
138
Patten Group
Tennessee
$2.69M +$9.54K +115 +0.4%
PIA
139
Powell Investment Advisors
Florida
$2.63M +$15.9K +192 +0.6%
FWA
140
FOCUS Wealth Advisors
Texas
$2.63M +$71.3K +859 +3%
SL
141
Systelligence LLC
Minnesota
$2.61M -$19.5K -235 -0.7%
GM
142
GeoWealth Management
Illinois
$2.59M -$21M -252,600 -89%
SW
143
SkyOak Wealth
Michigan
$2.59M -$24.2K -292 -0.9%
WB
144
WesBanco Bank
West Virginia
$2.57M -$279K -3,360 -10%
CWM
145
Centric Wealth Management
Illinois
$2.56M +$316K +3,813 +14%
DAS
146
Dynamic Advisor Solutions
Arizona
$2.53M +$671K +8,085 +36%
PWP
147
Pursue Wealth Partners
California
$2.5M +$2.5M +30,155 New
RFWA
148
RPg Family Wealth Advisory
Massachusetts
$2.47M +$85K +1,025 +4%
MCM
149
MV Capital Management
Maryland
$2.44M -$238K -2,865 -9%
WAM
150
WealthTrust Asset Management
Florida
$2.42M +$1.65M +19,840 +212%
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