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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

473 hedge funds and large institutions have $3.01B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 129 increasing their positions, 177 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+36
Holders Change %
+8.24%
% of All Funds
7.46%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.36%
New
76
Increased
129
Reduced
177
Closed
37
Calls
$2.14M
Puts
$2K
Net Calls
+$2.14M
Net Calls Change
-$144K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$170M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$200M
3
HCM
Howard Capital Management
Georgia
$130M
4
Bessemer Group
Bessemer Group
New Jersey
$90.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$54.6M

Top Sellers

1
CCA
Conservest Capital Advisors
Pennsylvania
$0
2
IWS
Insight Wealth Strategies
California
$913K
3
Morgan Stanley
Morgan Stanley
New York
$145M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$546K
5
HNB
Huntington National Bank
Ohio
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
226
Brighton Jones LLC
Washington
$742K +$210 +3 +0%
Allianz Asset Management
227
Allianz Asset Management
Germany
$741K -$371K -5,310 -33%
NA
228
NewEdge Advisors
Louisiana
$739K -$41.1K -587 -5%
CA
229
Calton & Associates
Florida
$737K -$16K -229 -2%
IB
230
Intrust Bank
Kansas
$735K +$10.8K +154 +1%
SAM
231
SignalPoint Asset Management
Missouri
$695K -$2.1K -30 -0.3%
CFGS
232
Concourse Financial Group Securities
Alabama
$664K +$615K +8,799 +1,268%
ARC
233
Advisor Resource Council
Texas
$663K -$233K -3,327 -26%
RT
234
Rockland Trust
Massachusetts
$653K -$9.09K -130 -1%
GRP
235
Global Retirement Partners
California
$649K +$328K +4,688 +102%
FMC
236
First Merchants Corp
Indiana
$640K -$105K -1,500 -14%
RW
237
RVW Wealth
California
$627K -$21K -300 -3%
JWCA
238
J.W. Coons Advisors
Ohio
$615K -$10.5K -150 -2%
JWCA
239
J.W. Cole Advisors
Florida
$607K -$22.9K -328 -4%
HCM
240
Hengehold Capital Management
Ohio
$607K – – –
WP
241
WealthSource Partners
California
$601K -$35.6K -509 -6%
DADC
242
D.A. Davidson & Co
Montana
$596K – – –
LFA
243
Laraway Financial Advisors
Minnesota
$589K -$42K -600 -7%
IWM
244
IHT Wealth Management
Illinois
$579K +$17.5K +250 +3%
SCG
245
Sonata Capital Group
Washington
$579K -$33.2K -475 -5%
SWM
246
Spire Wealth Management
Virginia
$570K -$39.9K -570 -7%
DFG
247
Delta Financial Group
New Jersey
$564K +$280 +4 +0%
LWM
248
Laidlaw Wealth Management
New York
$558K -$365K -5,218 -40%
CRWM
249
Castle Rock Wealth Management
California
$555K -$23.2K -329 -4%
Wellington Management Group
250
Wellington Management Group
Massachusetts
$546K -$13.4M -191,700 -96%
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