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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 %
PP
151
Prudential plc
United Kingdom
$1.94M +$122K +1,590 +7%
MCM
152
MV Capital Management
Maryland
$1.92M -$344K -4,463 -15%
WA
153
Winfield Associates
Ohio
$1.9M – – –
PWM
154
Provident Wealth Management
Tennessee
$1.88M -$122K -1,588 -6%
PAS
155
Park Avenue Securities
New York
$1.87M +$56.1K +729 +3%
BCM
156
Brookstone Capital Management
Illinois
$1.84M +$1.64M +21,850 +814%
CCA
157
Cottonwood Capital Advisors
Utah
$1.82M -$378K -4,912 -17%
EA
158
Eudaimonia Advisors
Tennessee
$1.78M -$222K -2,880 -11%
AWS
159
Atria Wealth Solutions
New York
$1.78M +$1.78M +23,141 New
SW
160
Simplicity Wealth
New Jersey
$1.75M +$36.6K +475 +2%
KPWS
161
Kestra Private Wealth Services
Texas
$1.74M -$108K -1,409 -6%
FFN
162
Focus Financial Network
Minnesota
$1.73M +$1.45M +18,833 +521%
RJT
163
Raymond James Trust
Florida
$1.65M -$262K -3,400 -14%
CWS
164
Confluence Wealth Services
Pennsylvania
$1.6M -$176K -2,289 -10%
APA
165
American Portfolios Advisors
New York
$1.54M -$655K -8,516 -30%
PFS
166
Prospera Financial Services
Texas
$1.54M +$22.3K +290 +1%
CAC
167
Certified Advisory Corp
Florida
$1.52M +$1K +13 +0.1%
PA
168
Pinnacle Associates
New York
$1.51M -$15.4K -200 -1%
SC
169
Seldon Capital
California
$1.51M -$37.5K -488 -2%
MIAN
170
Mariner Independent Advisor Network
Kansas
$1.5M -$216K -2,798 -13%
SWP
171
Stratos Wealth Partners
Ohio
$1.49M +$265K +3,441 +22%
LMKC
172
L.M. Kohn & Company
Ohio
$1.48M +$1.48M +19,261 New
CRC
173
Curi RMB Capital
Illinois
$1.48M – – –
MWM
174
Minot Wealth Management
Massachusetts
$1.46M -$614K -7,975 -30%
WCM
175
Windham Capital Management
Massachusetts
$1.44M +$71.4K +927 +5%
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