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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 %
AWE
301
Avidian Wealth Enterprises
Texas
$304K +$24.8K +355 +9%
TCA
302
Trifecta Capital Advisors
Illinois
$303K -$21K -300 -6%
SS
303
Simplicity Solutions
Minnesota
$299K +$3.15K +45 +1%
BFG
304
Bleakley Financial Group
New Jersey
$299K +$3.15K +45 +1%
FAM
305
Frontier Asset Management
Wyoming
$296K +$296K +4,238 New
WA
306
Win Advisors
Florida
$293K +$293K +5,124 New
MSAM
307
Moloney Securities Asset Management
Missouri
$293K -$189K -2,700 -39%
PWP
308
Principle Wealth Partners
Connecticut
$289K – – –
SC
309
Seldon Capital
California
$285K -$285K -4,068 -50%
TWC
310
TD Waterhouse Canada
Ontario, Canada
$284K +$6.32K +87 +2%
BFG
311
Berger Financial Group
Minnesota
$283K -$6.72K -96 -2%
LGA
312
Lebenthal Global Advisors
New York
$283K +$350 +5 +0.1%
DWMG
313
DB Wealth Management Group
California
$282K +$5.39K +77 +2%
USCWA
314
U.S. Capital Wealth Advisors
Texas
$281K -$2.24K -32 -0.8%
JFG
315
Jefferies Financial Group
New York
$280K – – –
FRA
316
Frank Rimerman Advisors
California
$280K – – –
OCM
317
Orion Capital Management
California
$280K – – –
CPA
318
Cardiff Park Advisors
California
$280K – – –
BF
319
BOK Financial
Oklahoma
$279K -$55.9K -799 -17%
PCIA
320
Prime Capital Investment Advisors
Kansas
$275K -$92K -1,315 -25%
FIM
321
Fernwood Investment Management
Massachusetts
$272K +$272K +3,891 New
SHFP
322
Second Half Financial Partners
Florida
$270K +$270K +3,864 New
CPSAC
323
Chas P. Smith & Associates (CPS)
Florida
$269K – – –
KPWS
324
Kestra Private Wealth Services
Texas
$268K -$20.8K -298 -7%
JIR
325
James Investment Research
Ohio
$268K -$1.75K -25 -0.6%
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