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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 %
SEI Investments
251
SEI Investments
Pennsylvania
$491K +$37K +545 +8%
CWM
252
Calamos Wealth Management
Illinois
$489K -$450K -6,644 -48%
AWA
253
Acorn Wealth Advisors
Michigan
$487K -$13.6K -200 -3%
BS
254
Banco Santander
Spain
$486K -$320K -4,724 -40%
FA
255
Faithward Advisors
Pennsylvania
$484K +$198 +3 +0%
WWG
256
West Wealth Group
California
$479K -$35.9K -529 -7%
ARC
257
Advisor Resource Council
Texas
$476K -$167K -2,457 -26%
BIA
258
Bigelow Investment Advisors
Maine
$473K -$7.26K -107 -2%
CF
259
Centaurus Financial
California
$451K +$145K +2,135 +47%
CAI
260
Capital Advisors Inc
Oklahoma
$451K -$19.3K -285 -4%
ACM
261
Absolute Capital Management
Pennsylvania
$449K -$388K -5,721 -46%
FHA
262
Flagship Harbor Advisors
Massachusetts
$449K -$9.7K -143 -2%
HCM
263
Hengehold Capital Management
Ohio
$449K -$139K -2,056 -24%
SC
264
Seldon Capital
California
$444K +$168K +2,476 +61%
RL
265
Retireful LLC
Michigan
$438K +$438K +6,453 New
GRP
266
Global Retirement Partners
California
$429K -$189K -2,838 -31%
WP
267
WealthSource Partners
California
$428K -$154K -2,275 -26%
SCA
268
Snowden Capital Advisors
New York
$428K – – –
KA
269
Kovack Advisors
Florida
$423K +$339 +5 +0.1%
OPA
270
Old Port Advisors
Maine
$417K +$417K +6,150 New
BAM
271
BTS Asset Management
Massachusetts
$415K -$8.12M -119,821 -95%
SWP
272
Stratos Wealth Partners
Ohio
$404K -$29.1K -429 -7%
AAS
273
Avantax Advisory Services
Texas
$403K -$62.2K -918 -13%
Renaissance Technologies
274
Renaissance Technologies
New York
$399K -$3.8M -56,017 -90%
HCM
275
Highview Capital Management
Illinois
$397K -$23.2K -342 -6%
9 10
11
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