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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 %
AWM
351
Ameliora Wealth Management
Switzerland
$121K +$67.1K +1,000 +124%
CIAS
352
Capital Investment Advisory Services
North Carolina
$121K -$67 -1 -0.1%
SSB
353
Sandy Spring Bank
Maryland
$121K – – –
BC
354
Barrett & Company
Rhode Island
$111K – – –
HCP
355
Hexagon Capital Partners
Arkansas
$109K – – –
TFA
356
Transamerica Financial Advisors
Florida
$103K -$5.44M -80,969 -98%
PA
357
Parallel Advisors
California
$102K +$70.4K +1,050 +220%
MRCM
358
M&R Capital Management
New Jersey
$101K – – –
CT
359
Cambridge Trust
Massachusetts
$101K – – –
OHWP
360
Oak Harbor Wealth Partners
North Carolina
$101K – – –
AF
361
Advisornet Financial
Minnesota
$98.9K +$201 +3 +0.2%
TCM
362
Tradewinds Capital Management
Washington
$96K +$91.2K +1,360 +1,915%
SSC
363
Syverson Strege & Co
Iowa
$92.7K – – –
BAAM
364
Baker Avenue Asset Management
California
$87.9K -$21.3K -318 -20%
TF
365
Tompkins Financial
New York
$87.7K – – –
MA
366
MCF Advisors
Kentucky
$87.2K – – –
HBW
367
Hazlett, Burt & Watson
West Virginia
$84K +$3.61K +54 +4%
WT
368
Washington Trust
Rhode Island
$81.2K – – –
ANBT
369
American National Bank & Trust
Texas
$77.1K – – –
AAS
370
Ameritas Advisory Services
Nebraska
$57.9K +$57.9K +864 New
RF
371
Robbins Farley
New Hampshire
$55.5K -$2.68K -40 -5%
DZ Bank
372
DZ Bank
Germany
$55.1K -$91.4K -1,360 -62%
PFBT
373
Parkside Financial Bank & Trust
Missouri
$53.7K – – –
AIA
374
Armor Investment Advisors
North Carolina
$52K +$52K +775 New
CWC
375
Carolinas Wealth Consulting
North Carolina
$46.9K – – –
13 14
15
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