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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 %
CWM
251
Connecticut Wealth Management
Connecticut
$546K -$63.7K -910 -10%
LFAS
252
Level Four Advisory Services
Texas
$540K -$104K -1,484 -16%
MCM
253
MV Capital Management
Maryland
$537K – – –
WWG
254
West Wealth Group
California
$531K +$308K +4,401 +138%
HWM
255
HB Wealth Management
Georgia
$525K – – –
WAM
256
Worth Asset Management
Texas
$521K +$518K +7,399 +15,743%
AWA
257
Acorn Wealth Advisors
Michigan
$517K -$1.19K -17 -0.2%
FA
258
Faithward Advisors
Pennsylvania
$511K -$77.5K -1,109 -13%
FW
259
FirstPurpose Wealth
Utah
$505K +$505K +7,213 New
BIA
260
Bigelow Investment Advisors
Maine
$496K +$496K +7,090 New
AI
261
AXS Investments
New York
$490K +$490K +7,000 New
CAI
262
Capital Advisors Inc
Oklahoma
$485K -$21K -300 -4%
DI
263
DFPG Investments
Utah
$482K +$482K +6,727 New
AAS
264
Avantax Advisory Services
Texas
$481K -$15.1K -216 -3%
FHA
265
Flagship Harbor Advisors
Massachusetts
$474K +$39.2K +561 +9%
SEI Investments
266
SEI Investments
Pennsylvania
$468K +$135K +1,927 +40%
GEA
267
Glen Eagle Advisors
New Jersey
$455K +$8.95K +128 +2%
SWP
268
Stratos Wealth Partners
Ohio
$447K -$125K -1,793 -22%
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
$443K -$4.19M -59,965 -90%
SCA
270
Snowden Capital Advisors
New York
$441K -$26.2K -374 -6%
KWA
271
Kingswood Wealth Advisors
California
$440K +$440K +6,295 New
KA
272
Kovack Advisors
Florida
$436K +$31.7K +453 +8%
HCM
273
Highview Capital Management
Illinois
$433K -$231K -3,305 -35%
FWM
274
Focused Wealth Management
New York
$432K -$30.3K -433 -7%
AA
275
AlphaCentric Advisors
Puerto Rico
$421K +$421K +6,014 New
9 10
11
12 13