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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 %
RWPA
376
Richard W. Paul & Associates
Michigan
$170K -$26.1K -373 -13%
BBHC
377
Brown Brothers Harriman & Co
New York
$168K – – –
UCB
378
United Community Bank
South Carolina
$168K -$3.22K -46 -2%
KM
379
Kalos Management
Georgia
$151K -$11.1K -158 -7%
CFB
380
Cullen/Frost Bankers
Texas
$131K -$560 -8 -0.4%
SSB
381
Sandy Spring Bank
Maryland
$126K – – –
CIAS
382
Capital Investment Advisory Services
North Carolina
$126K – – –
CPG
383
Cornerstone Planning Group
New Jersey
$111K +$111K +1,586 New
HCP
384
Hexagon Capital Partners
Arkansas
$109K -$4.62K -66 -4%
MRCM
385
M&R Capital Management
New Jersey
$105K – – –
CT
386
Cambridge Trust
Massachusetts
$105K – – –
OHWP
387
Oak Harbor Wealth Partners
North Carolina
$105K – – –
AF
388
Advisornet Financial
Minnesota
$92.4K -$10.8K -154 -10%
TF
389
Tompkins Financial
New York
$91.5K – – –
MA
390
MCF Advisors
Kentucky
$90.9K – – –
First Manhattan
391
First Manhattan
New York
$89.3K +$89.3K +1,276 New
HBW
392
Hazlett, Burt & Watson
West Virginia
$87K +$207 +3 +0.2%
WT
393
Washington Trust
Rhode Island
$84.7K – – –
VF
394
VitalStone Financial
Texas
$81K -$887K -13,081 -92%
ANBT
395
American National Bank & Trust
Texas
$80.4K – – –
USB
396
Union Savings Bank
Connecticut
$80.1K +$80.1K +1,114 New
FA
397
Fiduciary Alliance
South Carolina
$77.6K +$77.6K +1,109 New
Simplex Trading
398
Simplex Trading
Illinois
$72K +$67.6K +977 +1,551%
PA
399
Parallel Advisors
California
$70.3K -$36.5K -522 -34%
AWM
400
Ameliora Wealth Management
Switzerland
$63K -$63.2K -904 -50%
14 15
16
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