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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.

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 %
WPW
26
Waldron Private Wealth
Pennsylvania
$16.7M +$2.27M +33,839 +16%
HPWA
27
Hall Private Wealth Advisors
North Carolina
$16.5M -$1.81M -27,017 -10%
AA
28
ACT Advisors
North Carolina
$15.4M -$2.68K -40 -0%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$13.8M -$848K -12,637 -6%
RWA
30
River Wealth Advisors
Pennsylvania
$13.5M +$250K +3,722 +2%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$13.4M +$10.5M +156,900 +368%
Stifel Financial
32
Stifel Financial
Missouri
$12.9M -$3.05M -45,415 -19%
HNB
33
Huntington National Bank
Ohio
$12.8M -$12.3M – –
HHRDM
34
H&H Retirement Design & Management
Nevada
$12.4M +$11.8M +175,868 +2,013%
OAM
35
Oppenheimer Asset Management
New York
$12.1M -$159K -2,377 -1%
XF
36
XML Financial
Maryland
$11.8M +$156K +2,332 +1%
SPWG
37
Syntegra Private Wealth Group
Missouri
$11.5M +$1.14M +17,061 +11%
SI
38
Stephens Inc
Arkansas
$11.2M -$250K -3,727 -2%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$11.2M -$41.7K -621 -0.4%
Nomura Asset Management
40
Nomura Asset Management
Japan
$10.3M +$23.5K +350 +0.2%
State of Tennessee, Department of Treasury
41
State of Tennessee, Department of Treasury
Tennessee
$9.96M – – –
BRWA
42
B. Riley Wealth Advisors
Florida
$9.93M -$3.77M -56,174 -28%
MML Investors Services
43
MML Investors Services
Massachusetts
$9.9M -$8.32M -124,100 -46%
BCM
44
Bluefin Capital Management
New York
$9.76M -$7.54M -117,262 Closed
ANTB
45
AMG National Trust Bank
Colorado
$9.71M -$2.6M -38,757 -21%
B
46
Bensler
Washington
$9.45M +$426K +6,349 +5%
AWM
47
AE Wealth Management
Kansas
$8.83M +$5.24M +78,141 +146%
MP
48
Mangrove Partners
Connecticut
$8.74M +$8.74M +130,381 New
NAM
49
NTV Asset Management
West Virginia
$8.3M -$177K -2,632 -2%
PWM
50
Paulson Wealth Management
Illinois
$8.07M +$436K +6,506 +6%
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