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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 %
AWM
451
Abound Wealth Management
Tennessee
$2.17K +$2.17K +30 New
TVAMP
452
Tennessee Valley Asset Management Partners
Tennessee
$2.14K +$2.14K +30 New
HI
453
Horizon Investments
North Carolina
$1.66K -$9.94K -138 -86%
TFA
454
Toth Financial Advisory
Virginia
$1.59K – – –
AFWM
455
Abich Financial Wealth Management
Virginia
$1.59K +$1.59K +22 New
VFA
456
Values First Advisors
Tennessee
$1.13K -$909K -12,895 -100%
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$866 – – –
FGAM
458
Financial Gravity Asset Management
Texas
$607 +$304 +4 +100%
OLVIG
459
Oliver Lagore Vanvalin Investment Group
Michigan
$216 -$6.98K -97 -97%
DFA
460
DHJJ Financial Advisors
Illinois
$73 – – –
OPS
461
Orion Portfolio Solutions
Nebraska
– -$35.1M -517,988 Closed
BCI
462
Brinker Capital Investments
Pennsylvania
– -$35.1M -517,988 Closed
LAS
463
Lloyd Advisory Services
Georgia
– -$20.2M -388,191 Closed
NG
464
Norden Group
Utah
– -$20.2M -388,191 Closed
SIA
465
Strategic Investment Advisors
Michigan
– -$12.5M -183,708 Closed
B
466
Bensler
Washington
– -$11.2M -165,580 Closed
TC
467
TownSquare Capital
Utah
– -$10.7M -157,310 Closed
LAM
468
Lifestyle Asset Management
Texas
– -$8.72M -128,627 Closed
CCM
469
Crew Capital Management
Ohio
– -$7.67M -113,130 Closed
NC
470
NewSquare Capital
Pennsylvania
– -$7.58M -111,746 Closed
Toronto Dominion Bank
471
Toronto Dominion Bank
Ontario, Canada
– -$6.1M -90,000 Closed
BCM
472
Bluefin Capital Management
New York
– -$5.61M -82,814 Closed
CWM
473
Congress Wealth Management
Massachusetts
– -$4.84M -71,451 Closed
YC
474
Yarbrough Capital
Tennessee
– -$4.84M -71,354 Closed
HA
475
Harfst & Associates
Wyoming
– -$4.43M -65,280 Closed
17 18
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