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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

471 hedge funds and large institutions have $2.48B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 187 reducing their positions, and 43 closing their positions.

Holders
471
Holders Change
+16
Holders Change %
+3.52%
% of All Funds
7.6%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
68
Increased
127
Reduced
187
Closed
43
Calls
$4.6M
Puts
$2.24M
Net Calls
+$2.37M
Net Calls Change
+$28.7M

Top Buyers

1
CCA
1
Conservest Capital Advisors
Pennsylvania
$37M
2
Goldman Sachs
2
Goldman Sachs
New York
$119M
3
Jane Street
3
Jane Street
New York
$119M
4
AssetMark Inc
4
AssetMark Inc
California
$237M
5
Barclays
5
Barclays
United Kingdom
$27.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.57M
2
Morgan Stanley
2
Morgan Stanley
New York
$138M
3
OAM
3
Oppenheimer Asset Management
New York
$11.8M
4
AA
4
Advisory Alpha
Michigan
$1.72M
5
NYLIM
5
New York Life Investment Management
New York
$60.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CWS
151
Confluence Wealth Services
Pennsylvania
$1.61M 25,001 +4,130 +20%
NSB
152
Norway Savings Bank
Maine
$1.6M 24,920 +6,095 +32%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$1.57M 24,465 -235,666 -91%
SBWIC
154
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.57M 24,402 – –
F
155
F3Logic
Minnesota
$1.57M 24,327 -1,919 -7%
GBS
156
Gallagher Benefit Services
Illinois
$1.57M 24,327 +24,327 New
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$1.55M 24,027 +2,389 +11%
PWP
158
Pursue Wealth Partners
California
$1.51M 23,475 -6,680 -22%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$1.5M 23,253 -1,339 -5%
CFO
160
CVA Family Office
Colorado
$1.5M 23,238 -145 -0.6%
PP
161
Prudential plc
United Kingdom
$1.48M 23,020 +8,690 +61%
AIA
162
Arrow Investment Advisors
Maryland
$1.45M 22,548 -800 -3%
OAM
163
Occidental Asset Management
California
$1.43M 22,238 -448 -2%
SPC
164
Sigma Planning Corp
Michigan
$1.43M 22,193 +3,121 +16%
RJT
165
Raymond James Trust
Florida
$1.41M 21,956 -1,280 -6%
LMKC
166
L.M. Kohn & Company
Ohio
$1.4M 21,690 +1,045 +5%
ORC
167
O'Rourke & Company
Massachusetts
$1.38M 21,491 +1,066 +5%
DA
168
Detalus Advisors
Missouri
$1.34M 20,869 +532 +3%
PFS
169
Prospera Financial Services
Texas
$1.34M 20,769 +2,357 +13%
CF
170
Centaurus Financial
California
$1.33M 20,704 -6,362 -24%
LFASL
171
Lugano Financial Advisors SA (LFA)
Switzerland
$1.32M 20,593 -4,484 -18%
CCA
172
Cottonwood Capital Advisors
Utah
$1.32M 20,525 -983 -5%
SRC
173
Sage Rhino Capital
California
$1.28M 19,913 +11,344 +132%
EWA
174
EP Wealth Advisors
California
$1.27M 19,811 -1,719 -8%
HWMA
175
Heritage Wealth Management (Arizona)
Arizona
$1.23M 19,062 +9,318 +96%
5 6
7
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