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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
7%
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
1
Ameriprise
Minnesota
$70.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$23.8M
3
EWA
3
EP Wealth Advisors
California
$17.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$157M
5
HHRDM
5
H&H Retirement Design & Management
Nevada
$12.4M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$132K
2
Jane Street
2
Jane Street
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$89.9M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$1.07M
5
Bank of America
5
Bank of America
North Carolina
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
426
Central Trust Company
Missouri
$6.37K +$6.37K +95 New
FFA
427
Founders Financial Alliance
North Carolina
$6.31K – – –
GI
428
Gradient Investments
Minnesota
$4.16K – – –
TFGT
429
TS Financial Group (TSFG)
Illinois
$4K – – –
Simplex Trading
430
Simplex Trading
Illinois
$4K +$4K +63 New
WAM
431
Worth Asset Management
Texas
$3.15K +$2.75K +41 +683%
KTC
432
Kistler-Tiffany Companies
Pennsylvania
$3.02K +$3.02K +45 New
NC
433
NewSquare Capital
Pennsylvania
$2.01K -$201 -3 -9%
EWA
434
EverSource Wealth Advisors
Alabama
$1.95K -$47.9K -714 -96%
TFA
435
Toth Financial Advisory
Virginia
$1.48K – – –
WP
436
WealthShield Partners
North Carolina
$1.07K +$1.07K +16 New
NFSG
437
Newbridge Financial Services Group
Florida
$1.05K – – –
FMII
438
Farmers & Merchants Investments Inc
Nebraska
$805 +$805 +12 New
OLVIG
439
Oliver Lagore Vanvalin Investment Group
Michigan
$469 +$469 +7 New
FGAM
440
Financial Gravity Asset Management
Texas
$298 +$298 +67 New
RFA
441
Register Financial Advisors
Georgia
$268 +$268 +4 New
Jane Street
442
Jane Street
New York
– -$119M -1,847,064 Closed
TC
443
TownSquare Capital
Utah
– -$15.2M -235,931 Closed
SIA
444
Strategic Investment Advisors
Michigan
– -$10.7M -165,700 Closed
EC
445
Elequin Capital
New York
– -$9.9M -153,900 Closed
KWM
446
Kingsview Wealth Management
Oregon
– -$6.84M -106,250 Closed
Calamos Advisors
447
Calamos Advisors
Illinois
– -$5.36M -83,262 Closed
MSL
448
Mackay Shields LLC
New York
– -$4.55M -70,790 Closed
AWAU
449
Alliance Wealth Advisors (Utah)
Utah
– -$4.07M -63,330 Closed
BCM
450
Beaumont Capital Management
Massachusetts
– -$3.09M -47,974 Closed
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