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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 %
WWG
326
West Wealth Group
California
$214K +$214K +3,193 New
IW
327
Instrumental Wealth
Florida
$214K +$214K +3,264 New
PWAG
328
Polaris Wealth Advisory Group
California
$212K – – –
CAL
329
Capital Analysts LLC
Pennsylvania
$210K +$602 +9 +0.3%
CCA
330
Childress Capital Advisors
Texas
$208K -$75.1K -1,120 -27%
Citadel Advisors
331
Citadel Advisors
Florida
$203K -$1.62M -24,153 -89%
GVAG
332
Great Valley Advisor Group
Delaware
$202K +$202K +3,015 New
RHP
333
Royal Harbor Partners
Texas
$202K +$202K +3,012 New
KWMG
334
King Wealth Management Group
Florida
$201K -$17.6K -262 -8%
LWP
335
Laurel Wealth Planning
Minnesota
$201K – – –
WAG
336
Winthrop Advisory Group
Massachusetts
$200K +$200K +2,984 New
RWPA
337
Richard W. Paul & Associates
Michigan
$188K -$12.3K -184 -6%
WFA
338
Wells Financial Advisors
Massachusetts
$172K – – –
AF
339
Allworth Financial
California
$171K +$42.5K +634 +33%
RG
340
Retirement Group
California
$171K -$9.67K -144 -5%
BWL
341
Bogart Wealth LLC
Virginia
$166K -$32K -477 -16%
UCB
342
United Community Bank
South Carolina
$164K +$4.36K +65 +3%
BBHC
343
Brown Brothers Harriman & Co
New York
$161K – – –
KM
344
Kalos Management
Georgia
$156K -$5.1K -76 -3%
Franklin Resources
345
Franklin Resources
California
$152K +$113K +1,692 +298%
BAM
346
Baldrige Asset Management
Pennsylvania
$147K – – –
HI
347
Harbour Investments
Wisconsin
$136K – – –
AssetMark Inc
348
AssetMark Inc
California
$132K -$247M -3,679,253 -100%
ASN
349
Advisory Services Network
Georgia
$128K -$262K -3,905 -67%
CFB
350
Cullen/Frost Bankers
Texas
$126K -$2.01K -30 -2%
12 13
14
15 16