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State Street SPDR Bloomberg Convertible Securities ETF

456 hedge funds and large institutions have $2.31B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 135 increasing their positions, 166 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

11% more capital invested

Capital invested by funds: $2.08B → $2.31B (+$233M)

0% less funds holding

Funds holding: 457456 (-1)

1.01% less ownership

Funds ownership: 57.96%56.95% (-1%)

19% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 166

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

85% less call options, than puts

Call options by funds: $4.73M | Put options by funds: $31.1M

Holders
456
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.86%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.29%
New
49
Increased
135
Reduced
166
Closed
44
Calls
$4.73M
Puts
$31.1M
Net Calls
-$26.4M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$210M +$223M +3,311,699 +247,882%
Bank of America
2
Bank of America
North Carolina
$192M -$4.12M -61,237 -2%
Morgan Stanley
3
Morgan Stanley
New York
$148M -$5.95M -88,441 -4%
Wells Fargo
4
Wells Fargo
California
$84.3M -$18M -267,475 -17%
Jane Street
5
Jane Street
New York
$82.5M +$60.4M +898,023 +221%
Goldman Sachs
6
Goldman Sachs
New York
$82M +$8.22M +122,194 +10%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$76.5M -$3.62M -53,805 -4%
NYLIM
8
New York Life Investment Management
New York
$69.1M -$2.69M -39,929 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$68.6M +$12.3M +182,847 +20%
LPL Financial
10
LPL Financial
California
$62.5M +$387K +5,748 +0.6%
Deutsche Bank
11
Deutsche Bank
Germany
$54.2M -$9.33M -138,637 -14%
UBS Group
12
UBS Group
Switzerland
$48.9M -$1.89M -28,156 -4%
Ameriprise
13
Ameriprise
Minnesota
$38.4M -$1.92M -28,590 -5%
CCA
14
Conservest Capital Advisors
Pennsylvania
$37.6M -$40.3M -599,768 Closed
AllianceBernstein
15
AllianceBernstein
Tennessee
$36.2M -$1.6M -23,714 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$35.9M +$15.2M +226,647 +67%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$33.8M -$173K -2,574 -0.5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$28.6M +$1.29M +19,229 +4%
IWS
19
Insight Wealth Strategies
California
$25.5M
OAM
20
Oppenheimer Asset Management
New York
$22.7M +$7.6K +113 +0%
Allianz Asset Management
21
Allianz Asset Management
Germany
$21.9M -$25.2M -374,280 -52%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$21.8M -$1.05M -15,614 -4%
HPWA
23
Hall Private Wealth Advisors
North Carolina
$20.3M +$1.12M +16,709 +5%
Truist Financial
24
Truist Financial
North Carolina
$20.2M -$8.64M -128,411 -29%
GC
25
Guggenheim Capital
Illinois
$20M -$776K -11,538 -4%

CWB Hedge Fund Activity: Q3 2022 in Review

456 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) for Q3 2022, worth a combined $2.31B — up 11% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new CWB positions and 44 closed out — a net gain of 5 holders — while 135 added to existing stakes and 166 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $223M. The largest seller was Conservest Capital Advisors, exiting entirely with an estimated $40.3M sold.

  • 456 institutional investors held State Street SPDR Bloomberg Convertible Securities ETF (CWB) as of Q3 2022, down from 457 in Q2 2022.
  • Funds reported $2.31B of State Street SPDR Bloomberg Convertible Securities ETF stock for Q3 2022, up 11% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Bloomberg Convertible Securities ETF positions in Q3 2022 and 44 closed out, a net change of +5 holders.
  • The largest State Street SPDR Bloomberg Convertible Securities ETF buyer in Q3 2022 was AssetMark Inc, an estimated $223M added.
  • The largest State Street SPDR Bloomberg Convertible Securities ETF seller in Q3 2022 was Conservest Capital Advisors, an estimated $40.3M sold.

Based on aggregated 13F filings for Q3 2022.