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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 %
AA
426
Ancora Advisors
Ohio
$27.8K – – –
RI
427
Ridgewood Investments
New Jersey
$27.8K – – –
CSPIA
428
Cary Street Partners Investment Advisory
Virginia
$26.6K – – –
WT
429
Whittier Trust
California
$25.4K -$14K -200 -36%
SN
430
Sittner & Nelson
Oregon
$25.2K – – –
RLIM
431
Red Lighthouse Investment Management
New York
$24.6K – – –
LOIP
432
Live Oak Investment Partners
Texas
$24.3K -$23.3K – –
Qube Research & Technologies (QRT)
433
Qube Research & Technologies (QRT)
United Kingdom
$23K -$372K -8,058 -94%
ACA
434
Aptus Capital Advisors
Alabama
$22.2K – – –
BCMLT
435
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.7K – – –
CWA
436
Core Wealth Advisors
Florida
$17.5K – – –
PCA
437
Providence Capital Advisors
North Carolina
$17.5K – – –
MIH
438
Meitav Investment House
Israel
$17.4K +$17.4K +249 New
TSWM
439
Tyler-Stone Wealth Management
Ohio
$17K +$17K +250 New
SC
440
Solstein Capital
California
$16.8K – – –
FHA
441
First Horizon Advisors
Tennessee
$15.3K +$70 +1 +0.5%
AIP
442
Ameritas Investment Partners
Nebraska
$14.9K +$70 +1 +0.5%
GFPC
443
Global Financial Private Client
Florida
$14.8K – – –
FDCDDQ
444
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7K – – –
PK
445
Pflug Koory
Nebraska
$14.1K – – –
HIA
446
Harbor Investment Advisory
Maryland
$14K -$9.79K -140 -41%
CCA
447
Column Capital Advisors
Indiana
$14K – – –
GCM
448
Gables Capital Management
Florida
$14K – – –
CG
449
Cutler Group
California
$13K +$13K +200 New
JMF
450
Johnson Midwest Financial
Iowa
$12.1K – – –
16 17
18
19 20