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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 %
SC
176
Seldon Capital
California
$984K -$281K -4,356 -22%
EVM
177
Eaton Vance Management
Massachusetts
$980K – – –
SWAG
178
Spectrum Wealth Advisory Group
California
$976K -$154K -2,387 -14%
FA
179
Faithward Advisors
Pennsylvania
$958K +$129 +2 +0%
Verition Fund Management
180
Verition Fund Management
Connecticut
$957K +$957K +14,816 New
HA
181
Herold Advisors
New York
$945K – – –
SW
182
SteelPeak Wealth
California
$938K -$40K -620 -4%
JIR
183
James Investment Research
Ohio
$925K -$6.85M -106,068 -88%
WIA
184
World Investment Advisors
California
$904K -$158K -2,284 -15%
IWC
185
Integrated Wealth Concepts
Massachusetts
$902K +$528K +8,177 +141%
IDA
186
Intelligence Driven Advisers
California
$858K +$858K +13,211 New
CCM
187
Covington Capital Management
California
$846K -$35.5K -550 -4%
CWM
188
Connecticut Wealth Management
Connecticut
$835K -$94.5K -1,464 -10%
CFGS
189
Concourse Financial Group Securities
Alabama
$831K +$1.81K +28 +0.2%
SAS
190
Sanford Advisory Services
Michigan
$829K -$17.2K -267 -2%
MP
191
McDonald Partners
Ohio
$817K -$28.3K -438 -3%
BOTW
192
Bank of the West
California
$786K -$122K -1,889 -13%
JG
193
Jefferies Group
New York
$763K -$119K -1,849 -14%
SCG
194
Sonata Capital Group
Washington
$759K – – –
TCM
195
Telos Capital Management
California
$727K +$183K +2,829 +34%
PPP
196
Private Portfolio Partners
New Jersey
$723K -$51.4K -796 -7%
JWCA
197
J.W. Coons Advisors
Ohio
$716K -$11.9K -185 -2%
Lazard Asset Management
198
Lazard Asset Management
New York
$710K -$846K – –
SPC
199
Sigma Planning Corp
Michigan
$705K -$34.9K -540 -5%
HHRDM
200
H&H Retirement Design & Management
Nevada
$703K +$20.5K +302 +3%
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8
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