CWB icon

SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

455 hedge funds and large institutions have $2.31B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 134 increasing their positions, 167 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.87%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.29%
New
49
Increased
134
Reduced
167
Closed
44
Calls
$4.73M
Puts
$31.1M
Net Calls
-$26.4M
Net Calls Change
+$4.05M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$210M
2
Jane Street
Jane Street
New York
$82.5M
3
TC
TownSquare Capital
Utah
$15.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$35.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$16.5M

Top Sellers

1
CCA
Conservest Capital Advisors
Pennsylvania
$37.6M
2
PNAA
Pictet North America Advisors
Switzerland
$0
3
Allianz Asset Management
Allianz Asset Management
Germany
$21.9M
4
Wells Fargo
Wells Fargo
California
$84.3M
5
HNB
Huntington National Bank
Ohio
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
126
Mather Group
Illinois
$2.02M -$617K -9,746 -23%
PG
127
Patten Group
Tennessee
$2M +$19.4K +299 +1%
FNC
128
First National Corp
Massachusetts
$1.99M +$24.2K +382 +1%
FWA
129
FOCUS Wealth Advisors
Texas
$1.98M -$14.9K -235 -0.7%
HighTower Advisors
130
HighTower Advisors
Illinois
$1.94M -$342K -5,411 -15%
PWP
131
Pursue Wealth Partners
California
$1.91M – – –
KIA
132
Kraematon Investment Advisors
Massachusetts
$1.83M -$737K -11,638 -29%
LSC
133
Logan Stone Capital
Illinois
$1.79M -$153K -2,417 -8%
AGA
134
Arkos Global Advisors
Texas
$1.78M -$48.2K -762 -3%
HWM
135
Howard Wealth Management
Connecticut
$1.76M +$1.76M +27,843 New
FIA
136
Foundations Investment Advisors
Arizona
$1.74M +$753K +11,887 +76%
WTC
137
WhitTier Trust Company
Nevada
$1.73M – – –
CF
138
Centaurus Financial
California
$1.71M -$127K -2,000 -7%
CFAM
139
Center For Asset Management
Florida
$1.67M +$1.67M +26,424 New
CWM
140
Calamos Wealth Management
Illinois
$1.67M +$160K +2,527 +11%
F
141
F3Logic
Minnesota
$1.66M -$113K -1,781 -6%
FFN
142
Focus Financial Network
Minnesota
$1.64M +$113K +1,793 +7%
TSS
143
Two Sigma Securities
New York
$1.6M +$1.6M +25,273 New
CCT
144
Capital City Trust
Florida
$1.59M +$513K +8,106 +48%
LFASL
145
Lugano Financial Advisors SA (LFA)
Switzerland
$1.59M +$265K +4,194 +20%
RSS
146
Rosenblum Silverman Sutton
California
$1.56M -$136K -2,145 -8%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$1.56M +$1.06M +16,738 +213%
SBWIC
148
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.55M -$31.7K -500 -2%
APA
149
American Portfolios Advisors
New York
$1.54M +$349K +5,519 +29%
SFS
150
Sowell Financial Services
Arkansas
$1.54M +$1.54M +24,280 New
4 5
6
7 8