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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.

New
Increased
Maintained
Reduced
Closed
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
New York Life Investment Management
New York
$73.1M
2
Allianz Asset Management
Allianz Asset Management
Germany
$46.5M
3
CCMG
Clark Capital Management Group
Pennsylvania
$11.3M
4
Goldman Sachs
Goldman Sachs
New York
$75.8M
5
HPWA
Hall Private Wealth Advisors
North Carolina
$19.7M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.9M
2
AWM
AE Wealth Management
Kansas
$1.11M
3
SFS
Sowell Financial Services
Arkansas
$0
4
B
Barings
North Carolina
$0
5
Wells Fargo
Wells Fargo
California
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$1.84M +$643K +9,956 +54%
Citadel Advisors
127
Citadel Advisors
Florida
$1.81M +$1.64M +25,345 +934%
F
128
F3Logic
Minnesota
$1.81M -$61.6K -955 -3%
WTC
129
WhitTier Trust Company
Nevada
$1.76M – – –
AWS
130
Atria Wealth Solutions
New York
$1.75M +$256K +3,957 +17%
RSS
131
Rosenblum Silverman Sutton
California
$1.73M +$1.73M +26,783 New
TW
132
Towerpoint Wealth
California
$1.67M -$316K -4,898 -16%
CFO
133
CVA Family Office
Colorado
$1.65M -$38.9K -603 -2%
SBWIC
134
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.61M -$81.5K -1,262 -5%
FFN
135
Focus Financial Network
Minnesota
$1.56M +$111K +1,718 +8%
SW
136
SkyOak Wealth
Michigan
$1.55M -$192K -2,975 -11%
CWM
137
Calamos Wealth Management
Illinois
$1.54M -$557K -8,625 -27%
CAN
138
Claraphi Advisory Network
United States
$1.5M -$127K -1,963 -8%
RJT
139
Raymond James Trust
Florida
$1.5M +$116K +1,800 +8%
AG
140
Appleton Group
Wisconsin
$1.48M +$1.48M +22,934 New
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$1.48M -$212K -3,284 -13%
CWS
142
Confluence Wealth Services
Pennsylvania
$1.46M +$5.26K +75 +0.4%
OAM
143
Occidental Asset Management
California
$1.46M -$227K -3,515 -13%
Prudential Financial
144
Prudential Financial
New Jersey
$1.42M -$6.68M -102,600 -83%
PWM
145
Perigon Wealth Management
California
$1.4M +$1.4M +21,615 New
CCA
146
Cottonwood Capital Advisors
Utah
$1.39M -$139K -2,156 -9%
LFASL
147
Lugano Financial Advisors SA (LFA)
Switzerland
$1.35M +$156K +2,424 +13%
IA
148
IFP Advisors
Florida
$1.32M – – –
PWM
149
Provident Wealth Management
Tennessee
$1.32M -$265K -4,112 -17%
BS
150
Banco Santander
Spain
$1.31M -$519K -8,039 -28%
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