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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 %
CFGS
376
Concourse Financial Group Securities
Alabama
$46.5K -$2.18M -32,517 -98%
FRA
377
Front Row Advisors
California
$42K – – –
KSWA
378
Kathleen S. Wright Associates
Pennsylvania
$40.5K – – –
SAM
379
S.A. Mason
Michigan
$39.2K – – –
SMA
380
Sage Mountain Advisors
Georgia
$38.2K – – –
WT
381
Whittier Trust
California
$37.8K – – –
IGWM
382
ICA Group Wealth Management
Colorado
$37.6K – – –
CFD
383
Creative Financial Designs
Indiana
$36.3K +$16.4K +245 +83%
SWA
384
SOA Wealth Advisors
New York
$34K +$67 +1 +0.2%
LJHT
385
Laurie J. Hall Trustee
$34K – – –
CWP
386
Concord Wealth Partners
Virginia
$33.5K – – –
HT
387
Headlands Technologies
Illinois
$33.2K +$26.5K +395 +395%
GAG
388
Goodman Advisory Group
Massachusetts
$32.9K -$21.8K -325 -40%
FPB
389
First PREMIER Bank
South Dakota
$32K – – –
SIS
390
Sound Income Strategies
Florida
$31.3K – – –
CP
391
Castleview Partners
Texas
$29.9K -$604 -9 -2%
UB
392
UMB Bank
Missouri
$29.3K – – –
CT
393
Colonial Trust
South Carolina
$28.6K – – –
BWM
394
Baystate Wealth Management
Massachusetts
$27.1K -$17.3K -258 -39%
AA
395
Ancora Advisors
Ohio
$26.7K – – –
RI
396
Ridgewood Investments
New Jersey
$26.7K +$26.7K +398 New
CSPIA
397
Cary Street Partners Investment Advisory
Virginia
$25.5K – – –
MHR
398
Matthew Hamilton Rosenberg
$25.3K – – –
SN
399
Sittner & Nelson
Oregon
$24.1K – – –
RLIM
400
Red Lighthouse Investment Management
New York
$23.5K – – –
14 15
16
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