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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

461 hedge funds and large institutions have $2.93B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 192 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-12
Holders Change %
-2.54%
% of All Funds
7.35%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
42
Increased
138
Reduced
192
Closed
51
Calls
$1.74M
Puts
$1.83M
Net Calls
-$91K
Net Calls Change
-$2.23M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$20.3M
2
Goldman Sachs
Goldman Sachs
New York
$116M
3
Osaic Holdings
Osaic Holdings
Arizona
$80.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
$15.8M
5
Ameriprise
Ameriprise
Minnesota
$70.8M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$0
2
AllianceBernstein
AllianceBernstein
Tennessee
$12.9M
3
TIM
Total Investment Management
Arizona
$0
4
AA
ACT Advisors
North Carolina
$0
5
HNB
Huntington National Bank
Ohio
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPB
426
First PREMIER Bank
South Dakota
$17K -$15.3K -225 -47%
TSWM
427
Tyler-Stone Wealth Management
Ohio
$17K – – –
CWA
428
Core Wealth Advisors
Florida
$17K – – –
SC
429
Solstein Capital
California
$16.3K – – –
FHA
430
First Horizon Advisors
Tennessee
$14.9K +$68 +1 +0.5%
AIP
431
Ameritas Investment Partners
Nebraska
$14.5K +$68 +1 +0.5%
FDCDDQ
432
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2K – – –
GFPC
433
Global Financial Private Client
Florida
$14.2K – – –
PK
434
Pflug Koory
Nebraska
$13.7K – – –
HIA
435
Harbor Investment Advisory
Maryland
$13.6K – – –
CCA
436
Column Capital Advisors
Indiana
$13.6K – – –
GCM
437
Gables Capital Management
Florida
$13.6K – – –
NSG
438
Nalls Sherbakoff Group
Tennessee
$13.4K +$13.4K +198 New
JMF
439
Johnson Midwest Financial
Iowa
$11.7K – – –
BC
440
Barrett & Company
Rhode Island
$11.3K – – –
KIG
441
Kessler Investment Group
Indiana
$11.2K – – –
HI
442
Horizon Investments
North Carolina
$10.9K +$6.69K +99 +160%
BSB
443
Bangor Savings Bank
Maine
$10.4K – – –
CSC
444
Caldwell Sutter Capital
California
$10.2K – – –
GIA
445
Goodwin Investment Advisory
Georgia
$10.2K +$10.2K +150 New
OSAM
446
O'Shaughnessy Asset Management
Connecticut
$9.97K – – –
IPW
447
Impact Partnership Wealth
Georgia
$8.68K – – –
JWA
448
JFS Wealth Advisors
Pennsylvania
$8.54K – – –
JPWM
449
Jamison Private Wealth Management
Georgia
$8.27K +$8.27K +122 New
BAAM
450
Baker Avenue Asset Management
California
$7.12K – – –
16 17
18
19 20