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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 %
WCM
201
Windham Capital Management
Massachusetts
$1.47M +$438K +5,284 +42%
SWAG
202
Spectrum Wealth Advisory Group
California
$1.47M +$747 +9 +0.1%
ORC
203
O'Rourke & Company
Massachusetts
$1.41M +$1.41M +17,050 New
CA
204
CoreCap Advisors
Michigan
$1.4M +$1.4M +16,920 New
Koshinski Asset Management
205
Koshinski Asset Management
Illinois
$1.37M -$47.1K -568 -3%
NEPWA
206
New England Private Wealth Advisors
Massachusetts
$1.36M +$62.2K +749 +5%
NFG
207
Next Financial Group
Texas
$1.34M +$784K +8,695 +140%
GW
208
GW & Wade
Massachusetts
$1.34M +$6.64K +80 +0.5%
WIA
209
World Investment Advisors
California
$1.34M -$317K -4,065 -19%
ACM
210
Ascendant Capital Management
California
$1.33M +$82.9K +1,000 +7%
SWP
211
Stratos Wealth Partners
Ohio
$1.32M +$33.5K +404 +3%
LFAS
212
Level Four Advisory Services
Texas
$1.31M +$5.97K +72 +0.5%
BCP
213
Blackhawk Capital Partners
Wisconsin
$1.3M +$480K +5,786 +58%
HA
214
Herold Advisors
New York
$1.26M -$207K -2,500 -14%
SW
215
SteelPeak Wealth
California
$1.25M -$18.1K -218 -1%
HH
216
Hilltop Holdings
Texas
$1.25M +$4.56K +55 +0.4%
FA
217
Faithward Advisors
Pennsylvania
$1.24M -$26.6K -320 -2%
MCC
218
Money Concepts Capital
Florida
$1.24M +$1.24M +14,918 New
GDP
219
Great Diamond Partners
Maine
$1.24M -$178K -2,152 -13%
BS
220
Banco Santander
Spain
$1.24M +$196K +2,367 +19%
BOTW
221
Bank of the West
California
$1.23M -$96.2K -1,160 -7%
LWM
222
Laidlaw Wealth Management
New York
$1.23M +$52.7K +636 +4%
KM
223
Kalos Management
Georgia
$1.22M +$58K +650 +5%
CFA
224
Cahill Financial Advisors
Minnesota
$1.2M +$9.12K +110 +0.8%
CWM
225
Connecticut Wealth Management
Connecticut
$1.19M +$1.24K +15 +0.1%
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