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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.

New
Increased
Maintained
Reduced
Closed
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
AE Wealth Management
Kansas
$69.3M
2
Jane Street
Jane Street
New York
$42.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$103M
4
IA
IndexIQ Advisors
New York
$114M
5
SFS
Sowell Financial Services
Arkansas
$32.3M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$1.42M
2
HCM
Howard Capital Management
Georgia
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
$19.7M
5
Osaic Holdings
Osaic Holdings
Arizona
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Calamos Wealth Management
Illinois
$2.5M -$8.61M -111,879 -77%
PWM
127
Penobscot Wealth Management
Maine
$2.44M -$2.48M -32,275 -50%
WAM
128
WealthTrust Asset Management
Florida
$2.44M +$195K +2,530 +9%
FWA
129
FOCUS Wealth Advisors
Texas
$2.42M -$17K -221 -0.7%
WB
130
WesBanco Bank
West Virginia
$2.41M +$28.9K +375 +1%
PG
131
Patten Group
Tennessee
$2.41M -$87K -1,131 -3%
FNC
132
First National Corp
Massachusetts
$2.4M +$559K +7,265 +30%
PIA
133
Powell Investment Advisors
Florida
$2.4M -$45.9K -596 -2%
TW
134
Towerpoint Wealth
California
$2.36M -$476K -6,181 -17%
AGA
135
Arkos Global Advisors
Texas
$2.3M +$241K +3,137 +12%
PWP
136
Pursue Wealth Partners
California
$2.29M – – –
Mirae Asset Global Investments
137
Mirae Asset Global Investments
South Korea
$2.27M -$1.71M -22,214 -43%
F
138
F3Logic
Minnesota
$2.22M -$329K -4,284 -13%
HWM
139
Howard Wealth Management
Connecticut
$2.2M +$33.9K +441 +2%
BS
140
Banco Santander
Spain
$2.18M +$1.03M +13,432 +90%
HWAM
141
Hennion & Walsh Asset Management
New Jersey
$2.13M +$147K +1,911 +7%
WTC
142
WhitTier Trust Company
Nevada
$2.1M -$53.9K -700 -3%
SW
143
SkyOak Wealth
Michigan
$2.08M -$322K -4,185 -13%
FA
144
Flagstar Advisors
New York
$2.05M +$157K +2,038 +8%
SBWIC
145
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.01M -$125K -1,620 -6%
OAM
146
Occidental Asset Management
California
$2.01M -$32.6K -423 -2%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$2.01M -$226K -2,934 -10%
CFO
148
CVA Family Office
Colorado
$2.01M +$154 +2 +0%
SL
149
Systelligence LLC
Minnesota
$1.99M -$428K -5,561 -18%
CAN
150
Claraphi Advisory Network
United States
$1.94M -$984K -12,783 -34%
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