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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

461 hedge funds and large institutions have $2.93B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 192 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-12
Holders Change %
-2.54%
% of All Funds
7.35%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
42
Increased
138
Reduced
192
Closed
51
Calls
$1.74M
Puts
$1.83M
Net Calls
-$91K
Net Calls Change
-$2.23M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$20.3M
2
Goldman Sachs
Goldman Sachs
New York
$116M
3
Osaic Holdings
Osaic Holdings
Arizona
$80.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
$15.8M
5
Ameriprise
Ameriprise
Minnesota
$70.8M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$0
2
AllianceBernstein
AllianceBernstein
Tennessee
$12.9M
3
TIM
Total Investment Management
Arizona
$0
4
AA
ACT Advisors
North Carolina
$0
5
HNB
Huntington National Bank
Ohio
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
326
Summit Financial Group
West Virginia
$251K -$6.78K -100 -3%
CCA
327
Childress Capital Advisors
Texas
$251K +$40.7K +600 +19%
FHC
328
First Heartland Consultants
Missouri
$246K – – –
PWP
329
Principle Wealth Partners
Connecticut
$243K -$36.6K -540 -13%
QCIG
330
Quad-Cities Investment Group
Iowa
$239K +$475 +7 +0.2%
BFO
331
Boston Family Office
Massachusetts
$238K – – –
SSWM
332
Strait & Sound Wealth Management
California
$237K – – –
PFP
333
Paragon Financial Partners
California
$233K +$475 +7 +0.2%
PCWA
334
Pacific Capital Wealth Advisors
California
$231K +$407 +6 +0.2%
CWM
335
CCG Wealth Management
California
$229K – – –
APW
336
Aurora Private Wealth
New Jersey
$228K +$26.6K +392 +13%
Cerity Partners
337
Cerity Partners
New York
$228K -$585K -8,621 -72%
EA
338
Eudaimonia Advisors
Tennessee
$226K -$4.61K -68 -2%
SB
339
Strategic Blueprint
Georgia
$224K -$22.2K -327 -9%
EFS
340
Essex Financial Services
Connecticut
$223K +$203 +3 +0.1%
MSAM
341
Moloney Securities Asset Management
Missouri
$222K -$62K -915 -22%
NFG
342
Nations Financial Group
Iowa
$220K – – –
ST
343
Sabal Trust
Florida
$219K – – –
MIM
344
Moseley Investment Management
Florida
$219K -$11.9K -175 -5%
PFGIA
345
Patriot Financial Group Insurance Agency
Massachusetts
$218K -$21.8K -322 -9%
SDWMA
346
Schneider Downs Wealth Management Advisors
Pennsylvania
$217K – – –
LWP
347
Laurel Wealth Planning
Minnesota
$216K +$12.7K +188 +6%
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$215K +$215K +3,177 New
SWM
349
SeaCrest Wealth Management
New York
$215K -$11.7K -173 -5%
FIM
350
Fernwood Investment Management
Massachusetts
$214K -$49.7K -733 -19%
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