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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 %
GTAM
276
Global Trust Asset Management
Florida
$414K – – –
CCM
277
Crabel Capital Management
California
$412K -$126K -1,800 -23%
CA
278
CoreCap Advisors
Michigan
$398K +$398K +5,696 New
WAM
279
WFA Asset Management
Wisconsin
$398K +$1.75K +25 +0.4%
WCM
280
Windham Capital Management
Massachusetts
$387K -$617K -8,822 -61%
CST
281
Charles Schwab Trust
Nevada
$381K – – –
EFL
282
ERn Financial LLC
Wisconsin
$379K +$280 +4 +0.1%
CW
283
CreativeOne Wealth
Kansas
$362K +$133K +1,903 +58%
PPP
284
Private Portfolio Partners
New Jersey
$359K -$72.1K -1,031 -17%
PTC
285
Private Trust Company
Ohio
$358K +$75.5K +1,080 +27%
BOS
286
Bank of Stockton
California
$354K -$83.9K -1,200 -19%
MC
287
Moors & Cabot
Massachusetts
$349K -$39.7K -567 -10%
CMS
288
Capital Market Strategies
Florida
$344K +$344K +4,912 New
SFA
289
Sequoia Financial Advisors
Ohio
$341K – – –
CTFG
290
Capstone Triton Financial Group
Oklahoma
$338K -$38K -543 -10%
Fidelity Investments
291
Fidelity Investments
Massachusetts
$331K +$43.7K +624 +15%
EWM
292
EPG Wealth Management
Georgia
$328K -$16.6K -238 -5%
MCCA
293
Mill Creek Capital Advisors
Pennsylvania
$327K – – –
CPA
294
Court Place Advisors
Maryland
$325K – – –
SW
295
SVB Wealth
Massachusetts
$321K +$321K +4,584 New
Bank of New York Mellon
296
Bank of New York Mellon
New York
$319K -$126K -1,799 -28%
GFL
297
Granite FO LLC
New Hampshire
$319K – – –
CF
298
Centaurus Financial
California
$316K -$153K -2,196 -33%
WS
299
Wedbush Securities
California
$314K +$41.6K +595 +15%
CA
300
Continuum Advisory
Idaho
$311K +$311K +4,439 New
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