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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 %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$2.41M +$2.41M +29,058 New
CCA
152
Cottonwood Capital Advisors
Utah
$2.37M +$2.37M +28,589 New
APA
153
American Portfolios Advisors
New York
$2.37M -$240K -2,895 -9%
HWM
154
Howard Wealth Management
Connecticut
$2.33M +$42.6K +513 +2%
WTC
155
WhitTier Trust Company
Nevada
$2.32M +$8.29K +100 +0.4%
SBWIC
156
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.31M +$2.31M +27,784 New
MWM
157
Minot Wealth Management
Massachusetts
$2.24M -$153K -1,840 -6%
AGA
158
Arkos Global Advisors
Texas
$2.22M -$51.1K -616 -2%
OAM
159
Occidental Asset Management
California
$2.21M -$118K -1,428 -5%
CFO
160
CVA Family Office
Colorado
$2.16M +$133K +1,609 +7%
PWM
161
Provident Wealth Management
Tennessee
$2.16M +$118K +1,421 +6%
AFP
162
Ausdal Financial Partners
Iowa
$2.16M -$11.6K -140 -0.5%
EA
163
Eudaimonia Advisors
Tennessee
$2.16M +$2.16M +26,027 New
HWAM
164
Hennion & Walsh Asset Management
New Jersey
$2.14M +$82.5K +995 +4%
MPPLM
165
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.12M -$133K -1,599 -6%
HFS
166
Horizon Financial Services
North Carolina
$2.11M +$447K +5,386 +27%
CCC
167
Crescent Capital Consulting
Louisiana
$2.1M -$3.73K -45 -0.2%
CA
168
Cetera Advisors
Colorado
$2.08M -$85K -1,024 -4%
ACM
169
Anfield Capital Management
California
$2.07M +$24.4K +294 +1%
RJT
170
Raymond James Trust
Florida
$2.06M – – –
WA
171
Winfield Associates
Ohio
$2.05M -$14.9K -180 -0.7%
FA
172
Flagstar Advisors
New York
$2.04M +$493K +5,938 +32%
MOS
173
MGO One Seven
Ohio
$2.01M -$56.7K -684 -3%
KPWS
174
Kestra Private Wealth Services
Texas
$1.99M +$28.3K +341 +1%
FNC
175
First National Corp
Massachusetts
$1.98M +$18.3K +221 +0.9%
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