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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 %
SDWMA
351
Schneider Downs Wealth Management Advisors
Pennsylvania
$224K – – –
VIM
352
Vista Investment Management
Pennsylvania
$224K -$3.92K -56 -2%
CG
353
Colony Group
Massachusetts
$221K -$30.5K -436 -12%
Koshinski Asset Management
354
Koshinski Asset Management
Illinois
$221K -$114K -1,633 -34%
CAL
355
Capital Analysts LLC
Pennsylvania
$220K +$977 +14 +0.4%
ASN
356
Advisory Services Network
Georgia
$217K +$84.2K +1,203 +63%
GVAG
357
Great Valley Advisor Group
Delaware
$217K +$6.57K +94 +3%
CCA
358
Childress Capital Advisors
Texas
$217K – – –
OBWG
359
Onyx Bridge Wealth Group
New York
$214K +$214K +3,058 New
National Bank of Canada
360
National Bank of Canada
Quebec, Canada
$214K -$285K -4,070 -57%
LWP
361
Laurel Wealth Planning
Minnesota
$210K – – –
WAG
362
Winthrop Advisory Group
Massachusetts
$209K – – –
VCM
363
Virtue Capital Management
Tennessee
$208K +$208K +2,960 New
APW
364
Aurora Private Wealth
New Jersey
$208K -$83K -1,186 -29%
FPAS
365
Focus Partners Advisor Solutions
Missouri
$204K +$204K +2,919 New
MAS
366
Madden Advisory Services
Florida
$204K +$204K +2,918 New
ATPW
367
Ashton Thomas Private Wealth
Arizona
$203K +$203K +2,909 New
Fifth Third Bancorp
368
Fifth Third Bancorp
Ohio
$202K -$29.8K -426 -13%
HH
369
Hilltop Holdings
Texas
$202K +$202K +2,886 New
WP
370
Westmount Partners
California
$200K +$200K +2,860 New
WFA
371
Wells Financial Advisors
Massachusetts
$180K – – –
AF
372
Allworth Financial
California
$179K +$210 +3 +0.1%
RG
373
Retirement Group
California
$175K -$2.87K -41 -2%
BWL
374
Bogart Wealth LLC
Virginia
$174K – – –
BFEC
375
Benjamin F. Edwards & Company
Missouri
$173K -$67.6K -969 -28%
13 14
15
16 17