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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 %
SFG
326
Summit Financial Group
West Virginia
$266K -$5.25K -75 -2%
SAM
327
Strategy Asset Managers
California
$259K +$259K +3,705 New
FHC
328
First Heartland Consultants
Missouri
$254K – – –
SB
329
Strategic Blueprint
Georgia
$254K +$254K +3,634 New
PFGIA
330
Patriot Financial Group Insurance Agency
Massachusetts
$248K -$5.74K -82 -2%
TI
331
Trexquant Investment
Connecticut
$247K +$247K +3,538 New
QCIG
332
Quad-Cities Investment Group
Iowa
$247K +$280 +4 +0.1%
BFO
333
Boston Family Office
Massachusetts
$246K – – –
APW
334
Austin Private Wealth
Texas
$246K – – –
SSWM
335
Strait & Sound Wealth Management
California
$245K – – –
NRI
336
NFP Retirement Inc
California
$242K +$5.18K +74 +2%
PFP
337
Paragon Financial Partners
California
$240K +$420 +6 +0.2%
EWM
338
Evercore Wealth Management
New York
$239K – – –
MIM
339
Moseley Investment Management
Florida
$238K -$11.9K -170 -5%
EA
340
Eudaimonia Advisors
Tennessee
$238K -$5.46K -78 -2%
PCWA
341
Pacific Capital Wealth Advisors
California
$238K +$350 +5 +0.1%
CWM
342
CCG Wealth Management
California
$237K – – –
SS
343
Sunbelt Securities
Texas
$234K +$234K +3,340 New
SWM
344
SeaCrest Wealth Management
New York
$234K +$140 +2 +0.1%
IW
345
Instrumental Wealth
Florida
$232K +$921 +13 +0.4%
EFS
346
Essex Financial Services
Connecticut
$230K -$20.8K -298 -8%
EP
347
Edgestream Partners
New Jersey
$229K +$229K +3,267 New
FAG
348
Fortitude Advisory Group
Washington
$228K -$15.1K -216 -6%
NFG
349
Nations Financial Group
Iowa
$227K -$14K -200 -6%
ST
350
Sabal Trust
Florida
$226K – – –
12 13
14
15 16