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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

456 hedge funds and large institutions have $2.08B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 116 increasing their positions, 206 reducing their positions, and 59 closing their positions.

Holders
456
Holders Change
-28
Holders Change %
-5.79%
% of All Funds
7.71%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.37%
New
37
Increased
116
Reduced
206
Closed
59
Calls
$1.31M
Puts
$31.7M
Net Calls
-$30.4M
Net Calls Change
-$3.87M

Top Buyers

1
NYLIM
1
New York Life Investment Management
New York
$73.1M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$46.5M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$11.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$75.8M
5
HPWA
5
Hall Private Wealth Advisors
North Carolina
$19.7M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$27.9M
2
AWM
2
AE Wealth Management
Kansas
$1.11M
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
B
4
Barings
North Carolina
$0
5
Wells Fargo
5
Wells Fargo
California
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$200M 3,092,845 -105,582 -3%
Morgan Stanley
2
Morgan Stanley
New York
$157M 2,434,020 -46,487 -2%
Wells Fargo
3
Wells Fargo
California
$103M 1,599,044 -454,269 -22%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$81.5M 1,262,263 -68,731 -5%
Goldman Sachs
5
Goldman Sachs
New York
$75.8M 1,173,525 +174,274 +17%
NYLIM
6
New York Life Investment Management
New York
$73.1M 1,131,684 +1,131,684 New
Deutsche Bank
7
Deutsche Bank
Germany
$64.2M 994,315 -68,460 -6%
LPL Financial
8
LPL Financial
California
$63.4M 981,349 -97,818 -9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$58.2M 901,356 +23,644 +3%
UBS Group
10
UBS Group
Switzerland
$51.6M 799,894 -8,524 -1%
Allianz Asset Management
11
Allianz Asset Management
Germany
$46.5M 720,255 +464,310 +181%
Ameriprise
12
Ameriprise
Minnesota
$40.9M 633,645 -116,343 -16%
CCA
13
Conservest Capital Advisors
Pennsylvania
$38.7M 599,768 -72,777 -11%
AllianceBernstein
14
AllianceBernstein
Tennessee
$38.5M 595,602 – –
PNAA
15
Pictet North America Advisors
Switzerland
$35.4M 548,729 -32,224 -6%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$34.7M 537,154 -9,604 -2%
Truist Financial
17
Truist Financial
North Carolina
$28.9M 447,290 -19,612 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$27.9M 431,987 -901,511 -68%
Jane Street
19
Jane Street
New York
$26.2M 406,053 -148,873 -27%
IWS
20
Insight Wealth Strategies
California
$25.5M 394,864 +51,573 +15%
AA
21
Advisory Alpha
Michigan
$23.7M 367,270 +2,842 +0.8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$23.3M 360,214 -24,875 -6%
OAM
23
Oppenheimer Asset Management
New York
$23.2M 359,075 +197 +0.1%
Osaic Holdings
24
Osaic Holdings
Arizona
$22M 340,397 -43,742 -11%
GC
25
Guggenheim Capital
Illinois
$21.2M 327,931 -17,087 -5%
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