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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

461 hedge funds and large institutions have $2.93B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 192 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-12
Holders Change %
-2.54%
% of All Funds
7.35%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
42
Increased
138
Reduced
192
Closed
51
Calls
$1.74M
Puts
$1.83M
Net Calls
-$91K
Net Calls Change
-$2.23M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$20.3M
2
Goldman Sachs
Goldman Sachs
New York
$116M
3
Osaic Holdings
Osaic Holdings
Arizona
$80.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
$15.8M
5
Ameriprise
Ameriprise
Minnesota
$70.8M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$0
2
AllianceBernstein
AllianceBernstein
Tennessee
$12.9M
3
TIM
Total Investment Management
Arizona
$0
4
AA
ACT Advisors
North Carolina
$0
5
HNB
Huntington National Bank
Ohio
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOS
226
Silver Oak Securities
Tennessee
$712K -$903K -13,314 -56%
PCS
227
Personal CFO Solutions
New Jersey
$706K -$117K -1,728 -14%
TI
228
Tidal Investments
Wisconsin
$675K +$675K +9,986 New
SAM
229
SignalPoint Asset Management
Missouri
$673K -$610 -9 -0.1%
BJL
230
Brighton Jones LLC
Washington
$671K -$47.8K -705 -7%
IWM
231
IHT Wealth Management
Illinois
$651K +$89.4K +1,318 +16%
LCWP
232
Legacy Capital Wealth Partners
Arkansas
$645K -$1.16M -17,113 -64%
FMC
233
First Merchants Corp
Indiana
$620K – – –
Legacy Financial Group (Iowa)
234
Legacy Financial Group (Iowa)
Iowa
$598K -$414K -6,113 -41%
JWCA
235
J.W. Coons Advisors
Ohio
$597K – – –
JWCA
236
J.W. Cole Advisors
Florida
$591K +$2.78K +41 +0.5%
CAC
237
Certified Advisory Corp
Florida
$585K -$189K -2,792 -24%
DWMG
238
DB Wealth Management Group
California
$580K +$307K +4,524 +112%
CFGS
239
Concourse Financial Group Securities
Alabama
$567K -$76.4K -1,127 -12%
LFA
240
Laraway Financial Advisors
Minnesota
$559K -$11.2K -165 -2%
WAM
241
Worth Asset Management
Texas
$550K +$45.3K +668 +9%
DFG
242
Delta Financial Group
New Jersey
$547K +$271 +4 +0%
CRWM
243
Castle Rock Wealth Management
California
$532K +$3.68K +55 +0.7%
SCG
244
Sonata Capital Group
Washington
$530K -$31.6K -465 -6%
Wellington Management Group
245
Wellington Management Group
Massachusetts
$529K – – –
CWM
246
Connecticut Wealth Management
Connecticut
$529K – – –
MCM
247
MV Capital Management
Maryland
$520K – – –
SWM
248
Spire Wealth Management
Virginia
$517K -$34.9K -515 -6%
HWM
249
HB Wealth Management
Georgia
$509K – – –
FW
250
FirstPurpose Wealth
Utah
$495K +$5.9K +87 +1%
8 9
10
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