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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

455 hedge funds and large institutions have $2.31B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 134 increasing their positions, 167 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.87%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.29%
New
49
Increased
134
Reduced
167
Closed
44
Calls
$4.73M
Puts
$31.1M
Net Calls
-$26.4M
Net Calls Change
+$4.05M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$210M
2
Jane Street
Jane Street
New York
$82.5M
3
TC
TownSquare Capital
Utah
$15.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$35.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$16.5M

Top Sellers

1
CCA
Conservest Capital Advisors
Pennsylvania
$37.6M
2
PNAA
Pictet North America Advisors
Switzerland
$0
3
Allianz Asset Management
Allianz Asset Management
Germany
$21.9M
4
Wells Fargo
Wells Fargo
California
$84.3M
5
HNB
Huntington National Bank
Ohio
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Pinnacle Associates
New York
$1.16M -$71.2K -1,125 -6%
CFA
177
Cahill Financial Advisors
Minnesota
$1.14M +$51.3K +811 +5%
CAC
178
Certified Advisory Corp
Florida
$1.08M -$93.2K -1,473 -8%
M&T Bank
179
M&T Bank
New York
$1.05M +$356K +5,610 +51%
NEPWA
180
New England Private Wealth Advisors
Massachusetts
$1.05M +$8.61K +136 +0.8%
BS
181
Banco Santander
Spain
$1.04M -$242K -3,831 -19%
AF
182
Apexium Financial
Texas
$1.04M +$1.04M +16,413 New
US Bancorp
183
US Bancorp
Minnesota
$1.02M -$780K -12,326 -43%
SAS
184
Sanford Advisory Services
Michigan
$1.02M +$204K +3,217 +25%
CA
185
Continuum Advisory
Idaho
$1.02M +$1.02M +16,073 New
MIAN
186
Mariner Independent Advisor Network
Kansas
$1.01M +$3.67K +58 +0.4%
GW
187
GW & Wade
Massachusetts
$995K – – –
AFP
188
Ausdal Financial Partners
Iowa
$983K -$5.64K -89 -0.6%
SC
189
Seldon Capital
California
$965K – – –
SWAG
190
Spectrum Wealth Advisory Group
California
$958K +$190 +3 +0%
AWA
191
Aletheian Wealth Advisors
Washington
$953K -$174K -2,753 -15%
EVM
192
Eaton Vance Management
Massachusetts
$927K -$34.2K -540 -4%
SW
193
SteelPeak Wealth
California
$921K +$1.39K +22 +0.2%
FA
194
Faithward Advisors
Pennsylvania
$918K -$21.3K -337 -2%
PP
195
Prudential plc
United Kingdom
$907K -$330K -5,210 -27%
JIR
196
James Investment Research
Ohio
$907K – – –
HA
197
Herold Advisors
New York
$889K -$36.7K -580 -4%
CRC
198
Curi RMB Capital
Illinois
$888K -$328K -5,185 -27%
WIA
199
World Investment Advisors
California
$863K +$35K +552 +4%
HFS
200
Horizon Financial Services
North Carolina
$846K -$1.89M -29,924 -69%
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