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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 %
OLVIG
451
Oliver Lagore Vanvalin Investment Group
Michigan
$6.78K -$4.76M -70,195 -100%
EWA
452
EverSource Wealth Advisors
Alabama
$6.54K -$1.98K -29 -23%
CTC
453
Central Trust Company
Missouri
$6.44K – – –
FFA
454
Founders Financial Alliance
North Carolina
$6.44K – – –
BlackRock
455
BlackRock
New York
$4.95K +$4.95K +73 New
GI
456
Gradient Investments
Minnesota
$4.2K – – –
TFGT
457
TS Financial Group (TSFG)
Illinois
$4K – – –
VF
458
VitalStone Financial
Texas
$3K -$70.1K -1,145 -96%
NFSG
459
Newbridge Financial Services Group
Florida
$2.49K – – –
FFA
460
Farther Finance Advisors
California
$1.49K -$678 -10 -31%
TFA
461
Toth Financial Advisory
Virginia
$1.49K – – –
FMII
462
Farmers & Merchants Investments Inc
Nebraska
$814 – – –
FGAM
463
Financial Gravity Asset Management
Texas
$287 +$287 +4 New
RFA
464
Register Financial Advisors
Georgia
$271 – – –
DFA
465
DHJJ Financial Advisors
Illinois
$68 +$68 +1 New
OPAM
466
Ocean Park Asset Management
California
– -$34.4M -491,108 Closed
TIM
467
Total Investment Management
Arizona
– -$17.5M -250,769 Closed
AA
468
ACT Advisors
North Carolina
– -$15.8M -225,314 Closed
CI
469
Conning Inc
Connecticut
– -$9.09M -130,000 Closed
BHWA
470
Beacon Harbor Wealth Advisors
Virginia
– -$8.32M -118,983 Closed
BNP Paribas Financial Markets
471
BNP Paribas Financial Markets
France
– -$6.63M -94,800 Closed
Capstone Investment Advisors
472
Capstone Investment Advisors
New York
– -$3.69M -52,800 Closed
RWA
473
Redhawk Wealth Advisors
Minnesota
– -$1.52M -21,752 Closed
ACS
474
Archford Capital Strategies
Illinois
– -$1.28M -17,952 Closed
GFA
475
Gallagher Fiduciary Advisors
Illinois
– -$1.16M -16,602 Closed
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