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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.

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
1
AssetMark Inc
California
$170M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$200M
3
HCM
3
Howard Capital Management
Georgia
$130M
4
Bessemer Group
4
Bessemer Group
New Jersey
$90.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$54.6M

Top Sellers

1
CCA
1
Conservest Capital Advisors
Pennsylvania
$0
2
IWS
2
Insight Wealth Strategies
California
$913K
3
Morgan Stanley
3
Morgan Stanley
New York
$145M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$546K
5
HNB
5
Huntington National Bank
Ohio
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$24.9M +$131K +1,873 +0.5%
Stifel Financial
27
Stifel Financial
Missouri
$23.9M +$10.5M +150,024 +78%
FBB
28
Fulton Breakefield Broenniman
Maryland
$23.6M +$1.42M +20,364 +6%
DWM
29
Dakota Wealth Management
Florida
$22.3M +$21.6M +309,274 +3,033%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$21.4M -$769 -11 -0%
Truist Financial
31
Truist Financial
North Carolina
$18.2M -$783K -11,190 -4%
AWM
32
AE Wealth Management
Kansas
$18.1M +$8.87M +126,841 +96%
CAN
33
Cetera Advisor Networks
California
$18M +$10.5M +150,536 +140%
MML Investors Services
34
MML Investors Services
Massachusetts
$18M +$7.63M +109,035 +74%
GC
35
Guggenheim Capital
Illinois
$17.9M -$2.48M -35,410 -12%
HPWA
36
Hall Private Wealth Advisors
North Carolina
$17.6M +$468K +6,688 +3%
TIM
37
Total Investment Management
Arizona
$17.5M +$17.5M +250,769 New
Jane Street
38
Jane Street
New York
$16.7M +$16.7M +238,615 New
Nomura Asset Management
39
Nomura Asset Management
Japan
$16.5M +$5.79M +82,750 +54%
WPW
40
Waldron Private Wealth
Pennsylvania
$15.9M -$1.51M -21,535 -9%
AA
41
ACT Advisors
North Carolina
$15.8M -$332K -4,741 -2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$15.2M +$731K +10,444 +5%
DJSG
43
D.J. St. Germain
Massachusetts
$15.2M +$15.2M +216,761 New
BRWA
44
B. Riley Wealth Advisors
Florida
$15.1M +$4.74M +67,790 +46%
RWA
45
River Wealth Advisors
Pennsylvania
$14.2M +$71.3K +1,020 +0.5%
SPWG
46
Syntegra Private Wealth Group
Missouri
$13.7M +$1.65M +23,585 +14%
OAM
47
Oppenheimer Asset Management
New York
$12.5M -$160K -2,287 -1%
XF
48
XML Financial
Maryland
$12.5M +$222K +3,169 +2%
SIA
49
Strategic Investment Advisors
Michigan
$12.3M +$12.3M +175,610 New
TC
50
TownSquare Capital
Utah
$12.2M +$12.2M +174,969 New
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