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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 %
RF
401
Robbins Farley
New Hampshire
$57.9K – – –
DZ Bank
402
DZ Bank
Germany
$57.7K – – –
EDRH
403
Edmond de Rothschild Holding
Switzerland
$56K -$993K -14,200 -95%
PFBT
404
Parkside Financial Bank & Trust
Missouri
$56K – – –
AIA
405
Armor Investment Advisors
North Carolina
$54.2K – – –
IAS
406
IMA Advisory Services
Colorado
$53.2K -$189K -2,707 -78%
KSWA
407
Kathleen S. Wright Associates
Pennsylvania
$52.7K +$10.4K +149 +25%
RIA
408
Realta Investment Advisors
Delaware
$51.5K +$51.5K +736 New
CWC
409
Carolinas Wealth Consulting
North Carolina
$49K – – –
HI
410
Harbour Investments
Wisconsin
$46.7K -$95.1K -1,359 -67%
FRA
411
Front Row Advisors
California
$43K – – –
SMA
412
Sage Mountain Advisors
Georgia
$39.8K – – –
Franklin Resources
413
Franklin Resources
California
$39.7K -$118K -1,692 -75%
SAM
414
S.A. Mason
Michigan
$39.2K – – –
IGWM
415
ICA Group Wealth Management
Colorado
$39.2K – – –
CFD
416
Creative Financial Designs
Indiana
$37.8K – – –
SWA
417
SOA Wealth Advisors
New York
$35.7K +$210 +3 +0.6%
LJHT
418
Laurie J. Hall Trustee
$35K – – –
FPB
419
First PREMIER Bank
South Dakota
$33K – – –
SIS
420
Sound Income Strategies
Florida
$32.6K – – –
CP
421
Castleview Partners
Texas
$31.2K – – –
RFA
422
Resurgent Financial Advisors
Georgia
$30.8K +$30.8K +441 New
CT
423
Colonial Trust
South Carolina
$29.8K – – –
VAG
424
VisionPoint Advisory Group
Texas
$29.5K +$29.5K +422 New
BWM
425
Baystate Wealth Management
Massachusetts
$28.3K – – –
15 16
17
18 19