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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 %
CRC
201
Curi RMB Capital
Illinois
$902K 14,026 – –
BS
202
Banco Santander
Spain
$900K 13,985 -2,477 -15%
FA
203
Faithward Advisors
Pennsylvania
$892K 13,858 -647 -4%
LWM
204
Laidlaw Wealth Management
New York
$888K 13,800 +3,024 +28%
AF
205
Apexium Financial
Texas
$875K 13,600 -2,813 -17%
WIA
206
World Investment Advisors
California
$867K 13,475 -155 -1%
HA
207
Herold Advisors
New York
$856K 13,300 -758 -5%
MOS
208
MGO One Seven
Ohio
$850K 13,208 -4,734 -26%
SWAG
209
Spectrum Wealth Advisory Group
California
$843K 13,100 -2,027 -13%
PCS
210
Personal CFO Solutions
New Jersey
$837K 13,009 +839 +7%
BFG
211
Buttonwood Financial Group
Missouri
$792K 12,309 +12,309 New
TCM
212
Telos Capital Management
California
$764K 11,869 +179 +2%
VFA
213
Values First Advisors
Tennessee
$754K 11,726 +1,158 +11%
JWCA
214
J.W. Coons Advisors
Ohio
$743K 11,549 +443 +4%
KFI
215
Key Financial Inc
Pennsylvania
$742K 11,728 – –
DWM
216
Dakota Wealth Management
Florida
$723K 11,236 -100 -0.9%
Lazard Asset Management
217
Lazard Asset Management
New York
– – – –
FMC
218
First Merchants Corp
Indiana
$685K 10,650 – –
CA
219
Calton & Associates
Florida
$685K 10,650 +1,373 +15%
Invesco
220
Invesco
Georgia
$678K 10,544 +1,205 +13%
ARC
221
Advisor Resource Council
Texas
$664K 10,317 +180 +2%
IB
222
Intrust Bank
Kansas
$659K 10,241 – –
SAG
223
SageView Advisory Group
California
$648K 10,070 +10,070 New
LFAS
224
Level Four Advisory Services
Texas
$644K 10,016 +3,256 +48%
SAM
225
SignalPoint Asset Management
Missouri
$644K 10,005 -21 -0.2%
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9
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