CWB icon

SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

484 hedge funds and large institutions have $2.98B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 141 increasing their positions, 212 reducing their positions, and 70 closing their positions.

Holders
484
Holders Change
-35
Holders Change %
-6.74%
% of All Funds
7.66%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.4%
New
42
Increased
141
Reduced
212
Closed
70
Calls
$1.98M
Puts
$28.5M
Net Calls
-$26.5M
Net Calls Change
+$53.2M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$69.3M
2
Jane Street
2
Jane Street
New York
$42.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$103M
4
IA
4
IndexIQ Advisors
New York
$114M
5
SFS
5
Sowell Financial Services
Arkansas
$32.3M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$1.42M
2
HCM
2
Howard Capital Management
Georgia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$67.5M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$19.7M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$26.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$246M 3,198,427 -301,916 -9%
Morgan Stanley
2
Morgan Stanley
New York
$191M 2,480,507 -276,325 -10%
Wells Fargo
3
Wells Fargo
California
$158M 2,053,313 -215,181 -9%
IA
4
IndexIQ Advisors
New York
$114M 1,487,515 +402,088 +37%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$103M 1,333,498 +419,351 +46%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$102M 1,330,994 -9,697 -0.7%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$87.6M 1,129,511 -160,928 -12%
LPL Financial
8
LPL Financial
California
$83M 1,079,167 -216,764 -17%
Deutsche Bank
9
Deutsche Bank
Germany
$81.8M 1,062,775 -135,815 -11%
Goldman Sachs
10
Goldman Sachs
New York
$76.9M 999,251 +169,464 +20%
AWM
11
AE Wealth Management
Kansas
$69.3M 900,687 +865,295 +2,445%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$67.5M 877,712 -1,457,952 -62%
UBS Group
13
UBS Group
Switzerland
$62.2M 808,418 -144,940 -15%
Ameriprise
14
Ameriprise
Minnesota
$57.8M 749,988 -301,876 -29%
CCA
15
Conservest Capital Advisors
Pennsylvania
$51.8M 672,545 +21,700 +3%
AllianceBernstein
16
AllianceBernstein
Tennessee
$45.8M 595,602 +13,452 +2%
BPC
17
Banque Pictet & Cie
Switzerland
$44.9M 583,696 +25,860 +5%
PNAA
18
Pictet North America Advisors
Switzerland
$44.7M 580,953 +27,047 +5%
Jane Street
19
Jane Street
New York
$42.7M 554,926 +554,926 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$42.1M 546,758 -115,974 -17%
Truist Financial
21
Truist Financial
North Carolina
$35.9M 466,902 -49,478 -10%
SFS
22
Sowell Financial Services
Arkansas
$32.3M 615,506 +574,419 +1,398%
B
23
Barings
North Carolina
$31.9M 414,423 – –
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$29.6M 385,089 -28,239 -7%
AA
25
Advisory Alpha
Michigan
$28M 364,428 +96,352 +36%
1
2 3 4 5