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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 %
BC
451
Barrett & Company
Rhode Island
$11.7K – – –
KIG
452
Kessler Investment Group
Indiana
$11.5K – – –
BSB
453
Bangor Savings Bank
Maine
$10.7K -$1.12K -16 -9%
CSC
454
Caldwell Sutter Capital
California
$10.5K +$10.5K +150 New
OSAM
455
O'Shaughnessy Asset Management
Connecticut
$10.3K -$3.99K -57 -28%
IPW
456
Impact Partnership Wealth
Georgia
$8.95K +$8.95K +128 New
JWA
457
JFS Wealth Advisors
Pennsylvania
$8.81K – – –
GIA
458
GHP Investment Advisors
Colorado
$8.8K +$8.8K +126 New
EWA
459
EverSource Wealth Advisors
Alabama
$8.74K +$6.72K +96 +331%
BAAM
460
Baker Avenue Asset Management
California
$7.35K -$84.3K -1,205 -92%
CTC
461
Central Trust Company
Missouri
$6.65K – – –
FFA
462
Founders Financial Alliance
North Carolina
$6.65K – – –
TFGT
463
TS Financial Group (TSFG)
Illinois
$5K – – –
MCM
464
McMillion Capital Management
North Carolina
$4.9K +$4.9K +70 New
GI
465
Gradient Investments
Minnesota
$4.34K – – –
HI
466
Horizon Investments
North Carolina
$4.33K +$4.33K +62 New
TCM
467
Tradewinds Capital Management
Washington
$3.99K -$96.1K -1,374 -96%
HT
468
Headlands Technologies
Illinois
$3.71K -$30.9K -442 -89%
IFAM
469
Institutional & Family Asset Management
Colorado
$3.36K +$3.36K +48 New
NFSG
470
Newbridge Financial Services Group
Florida
$2.56K +$1.45K +21 +131%
NC
471
NewSquare Capital
Pennsylvania
$2.24K +$140 +2 +7%
FFA
472
Farther Finance Advisors
California
$2.24K +$2.24K +32 New
TFA
473
Toth Financial Advisory
Virginia
$1.54K – – –
WP
474
WealthShield Partners
North Carolina
$1.12K – – –
FMII
475
Farmers & Merchants Investments Inc
Nebraska
$839 – – –
17 18
19
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