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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 %
PP
176
Prudential plc
United Kingdom
$1.96M +$164K +1,980 +9%
PAS
177
Park Avenue Securities
New York
$1.96M +$416K +5,019 +27%
AFS
178
AFG Fiduciary Services
Massachusetts
$1.93M +$1.93M +23,260 New
CWS
179
Confluence Wealth Services
Pennsylvania
$1.92M +$1.92M +23,085 New
OPWM
180
Oxinas Partners Wealth Management
Indiana
$1.88M -$730K -8,802 -28%
HHRDM
181
H&H Retirement Design & Management
Nevada
$1.87M -$12M -160,464 -87%
IA
182
IFP Advisors
Florida
$1.87M +$592K +7,145 +46%
GEA
183
Glen Eagle Advisors
New Jersey
$1.86M -$37.3K -449 -2%
SW
184
Simplicity Wealth
New Jersey
$1.84M +$1.84M +22,225 New
MIAN
185
Mariner Independent Advisor Network
Kansas
$1.84M -$3.11M -37,605 -63%
ACM
186
AlphaStar Capital Management
North Carolina
$1.79M -$625K -7,890 -26%
CG
187
Cynosure Group
Utah
$1.74M -$942K -11,355 -35%
ES
188
Eagle Strategies
New York
$1.71M +$1.71M +20,588 New
ACS
189
Archford Capital Strategies
Illinois
$1.69M +$146K +1,765 +9%
SC
190
Seldon Capital
California
$1.67M +$1.67M +20,088 New
PA
191
Pinnacle Associates
New York
$1.65M -$121K -1,464 -7%
PFS
192
Prospera Financial Services
Texas
$1.63M -$197K -2,378 -11%
CAC
193
Certified Advisory Corp
Florida
$1.63M +$45.1K +544 +3%
WS
194
Wedbush Securities
California
$1.62M -$63.4K -764 -4%
LFASL
195
Lugano Financial Advisors SA (LFA)
Switzerland
$1.62M +$830K +10,000 +105%
ANTB
196
AMG National Trust Bank
Colorado
$1.6M +$186K +2,243 +13%
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$1.6M +$1.6M +19,286 New
CRC
198
Curi RMB Capital
Illinois
$1.59M -$27K -325 -2%
EVM
199
Eaton Vance Management
Massachusetts
$1.59M – – –
SPC
200
Sigma Planning Corp
Michigan
$1.52M +$12.4K +149 +0.8%
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