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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 %
NEPWA
151
New England Private Wealth Advisors
Massachusetts
$1.26M -$154 -2 -0%
PP
152
Prudential plc
United Kingdom
$1.26M -$362K -5,610 -22%
PFS
153
Prospera Financial Services
Texas
$1.26M -$29.9K -464 -2%
PA
154
Pinnacle Associates
New York
$1.26M -$10.3K -160 -0.8%
WCM
155
Windham Capital Management
Massachusetts
$1.25M +$40.1K +621 +3%
CRC
156
Curi RMB Capital
Illinois
$1.24M +$2.97K +46 +0.2%
LMKC
157
L.M. Kohn & Company
Ohio
$1.24M -$7.5K -116 -0.6%
ACS
158
Archford Capital Strategies
Illinois
$1.23M +$73.5K +1,139 +6%
ORC
159
O'Rourke & Company
Massachusetts
$1.22M +$61.6K +954 +5%
WP
160
WealthSource Partners
California
$1.22M +$542K +8,400 +80%
APA
161
American Portfolios Advisors
New York
$1.21M -$77.9K -1,207 -6%
CAC
162
Certified Advisory Corp
Florida
$1.2M -$70.7K -1,095 -6%
AFS
163
AFG Fiduciary Services
Massachusetts
$1.19M +$89.9K +1,392 +8%
AWA
164
Aletheian Wealth Advisors
Washington
$1.15M +$258K +3,991 +29%
BAM
165
BTS Asset Management
Massachusetts
$1.14M +$880K +13,628 +339%
CFA
166
Cahill Financial Advisors
Minnesota
$1.11M +$96.7K +1,498 +10%
AWM
167
AE Wealth Management
Kansas
$1.11M -$57.1M -883,562 -98%
CCT
168
Capital City Trust
Florida
$1.1M +$456K +7,071 +71%
MWM
169
Minot Wealth Management
Massachusetts
$1.07M -$155K -2,395 -13%
MOS
170
MGO One Seven
Ohio
$1.03M -$127K -1,961 -11%
MIAN
171
Mariner Independent Advisor Network
Kansas
$1.03M -$233K -3,560 -18%
GW
172
GW & Wade
Massachusetts
$1.02M -$25.9K -402 -2%
FIA
173
Foundations Investment Advisors
Arizona
$1.01M +$638K +9,826 +172%
AFP
174
Ausdal Financial Partners
Iowa
$1.01M +$6.07K +94 +0.6%
SW
175
Simplicity Wealth
New Jersey
$997K -$469K -7,260 -32%
5 6
7
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