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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.

New
Increased
Maintained
Reduced
Closed
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 %
SAM
476
Strategy Asset Managers
California
– -$255K -3,964 Closed
W
477
WealthOne
New York
– -$253K -3,936 Closed
RSWM
478
Robertson Stephens Wealth Management
California
– -$244K -3,787 Closed
CCM
479
Crew Capital Management
Ohio
– -$241K -3,750 Closed
GP
480
Geneva Partners
Wisconsin
– -$235K -3,651 Closed
OFS
481
OneAscent Financial Services
Alabama
– -$233K -3,628 Closed
HF
482
HRT Financial
New York
– -$232K -3,609 Closed
PWM
483
Perigon Wealth Management
California
– -$224K -3,476 Closed
BTWM
484
Baker Tilly Wealth Management
Wisconsin
– -$222K -3,450 Closed
SB
485
Strategic Blueprint
Georgia
– -$221K -3,434 Closed
HPM
486
Hoxton Planning & Management
West Virginia
– -$205K -3,181 Closed
PWMAG
487
Pinnacle Wealth Management Advisory Group
New Jersey
– -$201K -3,130 Closed
OWA
488
One Wealth Advisors
California
– -$186K -2,897 Closed
PVH
489
Psagot Value Holdings
Israel
– -$86K -1,332 Closed
EE
490
EWG Elevate
California
– -$85.5K -1,329 Closed
RBC
491
Romano Brothers & Co
Illinois
– -$72.8K -1,132 Closed
HR
492
Howe & Rusling
New York
– -$62.1K -965 Closed
RIA
493
Realta Investment Advisors
Delaware
– -$52.7K -818 Closed
CBT
494
CoreFirst Bank & Trust
Kansas
– -$40.7K -632 Closed
LFA
495
LGT Financial Advisors
Texas
– -$39.4K -613 Closed
CASC
496
Coppell Advisory Solutions Corp
Texas
– -$39.2K -609 Closed
CAS
497
Coppell Advisory Solutions
Texas
– -$39.2K -609 Closed
AWM
498
Accurate Wealth Management
Florida
– -$28.9K -438 Closed
MSCM
499
McElhenny Sheffield Capital Management
Texas
– -$21.6K -336 Closed
MWM
500
MinichMacGregor Wealth Management
New York
– -$16.7K -259 Closed
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