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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

457 hedge funds and large institutions have $2.42B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 103 increasing their positions, 193 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
6.7%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
68
Increased
103
Reduced
193
Closed
65
Calls
$3.17M
Puts
$1.34M
Net Calls
+$1.83M
Net Calls Change
+$1.93M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$282M
2
RAG
RIA Advisory Group
Iowa
$74.1M
3
OPAM
Ocean Park Asset Management
California
$29.4M
4
HHRDM
H&H Retirement Design & Management
Nevada
$31.6M
5
Renaissance Technologies
Renaissance Technologies
New York
$13.5M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$74.8K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$42.6M
3
HCM
Howard Capital Management
Georgia
$243K
4
Osaic Holdings
Osaic Holdings
Arizona
$16.9M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
426
Global Financial Private Client
Florida
$15.2K – – –
PK
427
Pflug Koory
Nebraska
$14.6K – – –
GCM
428
Gables Capital Management
Florida
$14.4K – – –
NSG
429
Nalls Sherbakoff Group
Tennessee
$14.3K – – –
CP
430
Castleview Partners
Texas
$14.1K -$37.7K -522 -73%
BC
431
Barrett & Company
Rhode Island
$12K – – –
KIG
432
Kessler Investment Group
Indiana
$11.9K – – –
BSB
433
Bangor Savings Bank
Maine
$11K – – –
CSC
434
Caldwell Sutter Capital
California
$10.8K – – –
CTWM
435
Cherry Tree Wealth Management
Minnesota
$10.8K +$10.8K +150 New
OSAM
436
O'Shaughnessy Asset Management
Connecticut
$10.6K – – –
JPWM
437
Jamison Private Wealth Management
Georgia
$8.8K – – –
WT
438
Whittier Trust
California
$8.15K -$18K -250 -69%
IPW
439
Impact Partnership Wealth
Georgia
$7.65K -$1.59K -22 -17%
EWA
440
EverSource Wealth Advisors
Alabama
$7.02K +$72 +1 +1%
CTC
441
Central Trust Company
Missouri
$6.86K – – –
FFA
442
Founders Financial Alliance
North Carolina
$6.85K – – –
VL
443
Vima LLC
Michigan
$5.77K +$5.77K +80 New
BlackRock
444
BlackRock
New York
$5.27K – – –
TFGT
445
TS Financial Group (TSFG)
Illinois
$5K – – –
GI
446
Gradient Investments
Minnesota
$4.47K – – –
VF
447
VitalStone Financial
Texas
$4K – – –
FFA
448
Farther Finance Advisors
California
$3.6K +$2.02K +28 +127%
PMFA
449
Plante Moran Financial Advisors
Michigan
$2.96K +$2.96K +41 New
NFSG
450
Newbridge Financial Services Group
Florida
$2.67K – – –
16 17
18
19 20