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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 %
ACS
176
Archford Capital Strategies
Illinois
$1.21M 18,874 -2 -0%
PWM
177
Provident Wealth Management
Tennessee
$1.21M 18,826 -832 -4%
CFA
178
Cahill Financial Advisors
Minnesota
$1.19M 18,462 +388 +2%
CG
179
Cutler Group
California
$1.16M 18,023 +18,023 New
EH
180
Equitable Holdings
New York
$1.13M 17,605 +7,646 +77%
WP
181
WealthSource Partners
California
$1.13M 17,572 -1,532 -8%
NEPWA
182
New England Private Wealth Advisors
Massachusetts
$1.12M 17,347 +790 +5%
EC
183
Estate Counselors
Wisconsin
$1.11M 17,215 +17,215 New
CAC
184
Certified Advisory Corp
Florida
$1.11M 17,186 +62 +0.4%
GW
185
GW & Wade
Massachusetts
$1.09M 16,920 +1,195 +8%
CA
186
Cetera Advisors
Colorado
$1.07M 16,616 +10,660 +179%
WCM
187
Windham Capital Management
Massachusetts
$1.06M 16,428 -44,642 -73%
SAS
188
Sanford Advisory Services
Michigan
$1.05M 16,319 +257 +2%
AFS
189
AFG Fiduciary Services
Massachusetts
$1.04M 16,219 -3,517 -18%
IA
190
IFP Advisors
Florida
$1.03M 21,979 -7,078 -24%
DWA
191
Dorsey Wright & Associates
California
$1.03M 15,993 +15,993 New
PA
192
Pinnacle Associates
New York
$1.02M 15,847 -2,539 -14%
WCM
193
Wavelength Capital Management
Connecticut
$1.01M 15,693 -20,986 -57%
TVAMP
194
Tennessee Valley Asset Management Partners
Tennessee
$1.01M 15,644 +10,676 +215%
AFP
195
Ausdal Financial Partners
Iowa
$999K 15,521 -4 -0%
M&T Bank
196
M&T Bank
New York
$972K 15,105 -1,510 -9%
US Bancorp
197
US Bancorp
Minnesota
$968K 15,052 -1,041 -6%
Cerity Partners
198
Cerity Partners
New York
$944K 14,677 +14,677 New
AWA
199
Aletheian Wealth Advisors
Washington
$944K 14,673 -383 -3%
SW
200
SteelPeak Wealth
California
$937K 14,556 – –
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