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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

437 hedge funds and large institutions have $2.04B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 178 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-34
Holders Change %
-7.22%
% of All Funds
6.99%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.26%
New
49
Increased
115
Reduced
178
Closed
70
Calls
$2.29M
Puts
$12K
Net Calls
+$2.28M
Net Calls Change
-$83K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$70.4M
2
IWC
Integrated Wealth Concepts
Massachusetts
$23.8M
3
EWA
EP Wealth Advisors
California
$17.6M
4
Morgan Stanley
Morgan Stanley
New York
$157M
5
HHRDM
H&H Retirement Design & Management
Nevada
$12.4M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$132K
2
Jane Street
Jane Street
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$89.9M
4
Allianz Asset Management
Allianz Asset Management
Germany
$1.07M
5
Bank of America
Bank of America
North Carolina
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
301
Essex Financial Services
Connecticut
$241K -$24.5K -366 -9%
EIP
302
Ellis Investment Partners
Pennsylvania
$240K +$738 +11 +0.3%
MIM
303
Moseley Investment Management
Florida
$239K – – –
QCIG
304
Quad-Cities Investment Group
Iowa
$236K -$20.1K -299 -8%
BFO
305
Boston Family Office
Massachusetts
$236K – – –
APW
306
Austin Private Wealth
Texas
$235K -$2.08K -31 -0.9%
KeyBank National Association
307
KeyBank National Association
Ohio
$235K -$7.85K -117 -3%
SSWM
308
Strait & Sound Wealth Management
California
$235K – – –
EA
309
Eudaimonia Advisors
Tennessee
$233K +$233K +3,476 New
FAG
310
Fortitude Advisory Group
Washington
$233K -$42.1K -627 -15%
IAS
311
IMA Advisory Services
Colorado
$233K -$12.5K -187 -5%
BFEC
312
Benjamin F. Edwards & Company
Missouri
$231K -$80.3K -1,199 -26%
NFG
313
Nations Financial Group
Iowa
$231K – – –
PFP
314
Paragon Financial Partners
California
$230K +$201 +3 +0.1%
EWM
315
Evercore Wealth Management
New York
$229K – – –
PCWA
316
Pacific Capital Wealth Advisors
California
$227K +$268 +4 +0.1%
NRI
317
NFP Retirement Inc
California
$227K -$136K -2,029 -37%
CWM
318
CCG Wealth Management
California
$227K – – –
DTL
319
Dynamic Technology Lab
Singapore
$226K +$226K +3,376 New
SWM
320
SeaCrest Wealth Management
New York
$224K -$49.6K -740 -18%
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$222K – – –
CW
322
CreativeOne Wealth
Kansas
$219K +$219K +3,268 New
VIM
323
Vista Investment Management
Pennsylvania
$219K -$32.1K -478 -13%
ST
324
Sabal Trust
Florida
$216K – – –
SDWMA
325
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K – – –
11 12
13
14 15