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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 %
HIM
451
Hanlon Investment Management
New Jersey
– -$2.8M -43,447 Closed
AG
452
Appleton Group
Wisconsin
– -$2.69M -41,798 Closed
JE
453
JMAC Enterprises
Pennsylvania
– -$2.49M -38,673 Closed
AG
454
Ascent Group
Virginia
– -$2.45M -38,034 Closed
CF
455
Clarity Financial
Texas
– -$2.26M -35,186 Closed
TA
456
TFB Advisors
Kansas
– -$1.96M -30,458 Closed
BMCM
457
Burns Matteson Capital Management
New York
– -$1.84M -28,637 Closed
LTI
458
Laffer Tengler Investments
Tennessee
– -$1.65M -25,719 Closed
AIA
459
Arrow Investment Advisors
Maryland
– -$1.45M -22,548 Closed
PWM
460
Provident Wealth Management
Tennessee
– -$1.21M -18,826 Closed
CG
461
Cutler Group
California
– -$1.16M -18,023 Closed
DWA
462
Dorsey Wright & Associates
California
– -$1.03M -15,993 Closed
TVAMP
463
Tennessee Valley Asset Management Partners
Tennessee
– -$1.01M -15,644 Closed
PCS
464
Personal CFO Solutions
New Jersey
– -$837K -13,009 Closed
BFG
465
Buttonwood Financial Group
Missouri
– -$792K -12,309 Closed
SIA
466
Sage Investment Advisers
New York
– -$641K -9,962 Closed
OIS
467
Okabena Investment Services
Minnesota
– -$1.63M -9,627 Closed
State Street
468
State Street
Massachusetts
– -$569K -8,850 Closed
ACP
469
Aveo Capital Partners
Colorado
– -$564K -8,761 Closed
MCC
470
Money Concepts Capital
Florida
– -$525K -8,165 Closed
FW
471
FirstPurpose Wealth
Utah
– -$493K -7,665 Closed
BFA
472
Beaumont Financial Advisors
Massachusetts
– -$418K -6,500 Closed
T
473
TCWP
Ohio
– -$381K -5,923 Closed
CA
474
Continuum Advisory
Idaho
– -$373K -5,792 Closed
CMS
475
Capital Market Strategies
Florida
– -$316K -4,912 Closed
17 18
19
20 21