CWB icon

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.

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
1
Morgan Stanley
New York
$282M
2
RAG
2
RIA Advisory Group
Iowa
$74.1M
3
OPAM
3
Ocean Park Asset Management
California
$29.4M
4
HHRDM
4
H&H Retirement Design & Management
Nevada
$31.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$13.5M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$74.8K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.6M
3
HCM
3
Howard Capital Management
Georgia
$243K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$16.9M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$16M 221,892 +11,280 +5%
WPW
27
Waldron Private Wealth
Pennsylvania
$15.9M 220,712 -12,710 -5%
Truist Financial
28
Truist Financial
North Carolina
$15.5M 214,485 -16,522 -7%
RWA
29
River Wealth Advisors
Pennsylvania
$15M 207,628 +3,677 +2%
State of Tennessee, Department of Treasury
30
State of Tennessee, Department of Treasury
Tennessee
$14.9M 207,200 +57,500 +38%
AllianceBernstein
31
AllianceBernstein
Tennessee
$14.7M 203,465 +13,540 +7%
Allianz Asset Management
32
Allianz Asset Management
Germany
$14.5M 200,600 -32,555 -14%
DJSG
33
D.J. St. Germain
Massachusetts
$13.8M 190,717 -6,946 -4%
Renaissance Technologies
34
Renaissance Technologies
New York
$13.5M 187,100 +181,217 +3,080%
XF
35
XML Financial
Maryland
$13.5M 186,560 +8,497 +5%
BRWA
36
B. Riley Wealth Advisors
Florida
$13M 180,405 -84,947 -32%
OAM
37
Oppenheimer Asset Management
New York
$12.5M 173,777 -1,610 -0.9%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$12.1M 167,436 -77,795 -32%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$12M 166,756 +6,598 +4%
HNB
40
Huntington National Bank
Ohio
– – – –
GM
41
GeoWealth Management
Illinois
$11.7M 161,967 +43,030 +36%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$11.2M 155,409 -144,064 -48%
Stifel Financial
43
Stifel Financial
Missouri
$11.2M 155,316 -45,774 -23%
GAG
44
Goodman Advisory Group
Massachusetts
$10.9M 150,634 +150,634 New
MML Investors Services
45
MML Investors Services
Massachusetts
$10.3M 143,098 -85,008 -37%
HH
46
Hilltop Holdings
Texas
$9.96M 138,025 +25,085 +22%
B
47
Barings
North Carolina
$9.87M 136,798 – –
PBF
48
Petix & Botte Financial
California
$9.73M 134,803 -1,398 -1%
FCC
49
Florin Court Capital
United Kingdom
$9.05M 125,400 -12,500 -9%
PWM
50
Paulson Wealth Management
Illinois
$9.04M 125,272 +844 +0.7%
1
2
3 4 5