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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.

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
1
Wealth Enhancement Advisory Services
Minnesota
$20.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$116M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$80.5M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$15.8M
5
Ameriprise
5
Ameriprise
Minnesota
$70.8M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$12.9M
3
TIM
3
Total Investment Management
Arizona
$0
4
AA
4
ACT Advisors
North Carolina
$0
5
HNB
5
Huntington National Bank
Ohio
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
26
Nomura Asset Management
Japan
$22.6M +$6.55M +96,650 +41%
DWM
27
Dakota Wealth Management
Florida
$21.4M -$228K -3,362 -1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$21.3M +$610K +9,004 +3%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$20.3M +$20.3M +299,473 New
LAS
30
Lloyd Advisory Services
Georgia
$20.2M +$20.2M +388,191 New
NG
31
Norden Group
Utah
$20.2M +$20.2M +388,191 New
GC
32
Guggenheim Capital
Illinois
$18M +$628K +9,267 +4%
BRWA
33
B. Riley Wealth Advisors
Florida
$18M +$3.36M +49,497 +23%
HPWA
34
Hall Private Wealth Advisors
North Carolina
$17.5M +$432K +6,371 +3%
CAN
35
Cetera Advisor Networks
California
$17.3M -$146K -2,159 -0.8%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$16.6M +$5.07M +74,721 +44%
WPW
37
Waldron Private Wealth
Pennsylvania
$15.8M +$437K +6,451 +3%
Allianz Asset Management
38
Allianz Asset Management
Germany
$15.8M +$15.1M +222,555 +2,100%
Truist Financial
39
Truist Financial
North Carolina
$15.7M -$1.97M -29,032 -11%
MML Investors Services
40
MML Investors Services
Massachusetts
$15.5M -$1.94M -28,577 -11%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$14.3M -$500K -7,373 -3%
RWA
42
River Wealth Advisors
Pennsylvania
$13.8M +$74.6K +1,101 +0.5%
Stifel Financial
43
Stifel Financial
Missouri
$13.6M -$9.54M -140,660 -41%
DJSG
44
D.J. St. Germain
Massachusetts
$13.4M -$1.29M -19,098 -9%
AllianceBernstein
45
AllianceBernstein
Tennessee
$12.9M -$27.7M -408,606 -68%
SIA
46
Strategic Investment Advisors
Michigan
$12.5M +$549K +8,098 +5%
AP
47
Advisors Preferred
Maryland
$12.3M +$3.4M +50,463 +38%
XF
48
XML Financial
Maryland
$12.1M -$46.1K -680 -0.4%
OAM
49
Oppenheimer Asset Management
New York
$11.9M -$235K -3,466 -2%
AWM
50
AE Wealth Management
Kansas
$11.5M -$6M -88,538 -34%
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