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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.

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

Top Sellers

1
CCA
Conservest Capital Advisors
Pennsylvania
$0
2
IWS
Insight Wealth Strategies
California
$913K
3
Morgan Stanley
Morgan Stanley
New York
$145M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$546K
5
HNB
Huntington National Bank
Ohio
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
476
Goodman Advisory Group
Massachusetts
$332 -$32.3K -486 -99%
RFA
477
Register Financial Advisors
Georgia
$280 – – –
CCA
478
Conservest Capital Advisors
Pennsylvania
– -$35.6M -530,926 Closed
MP
479
Mangrove Partners
Connecticut
– -$8.74M -130,381 Closed
LSC
480
Logan Stone Capital
Illinois
– -$5.43M -81,022 Closed
PAS
481
Park Avenue Securities
New York
– -$4.83M -72,023 Closed
CI
482
Cavalier Investments
Georgia
– -$3.22M -48,021 Closed
PWM
483
Penobscot Wealth Management
Maine
– -$1.8M -26,794 Closed
TW
484
Transform Wealth
Colorado
– -$1.36M -20,272 Closed
SFP
485
Strategic Financial Partners
Oregon
– -$1.01M -15,060 Closed
TSS
486
Two Sigma Securities
New York
– -$800K -11,926 Closed
SFG
487
StrategIQ Financial Group
Indiana
– -$477K -7,112 Closed
KW
488
KWB Wealth
California
– -$416K -6,470 Closed
Manulife (Manufacturers Life Insurance)
489
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$432K -6,439 Closed
KF
490
Krilogy Financial
Missouri
– -$422K -6,294 Closed
BAM
491
Belpointe Asset Management
Nevada
– -$416K -6,196 Closed
KWA
492
KCS Wealth Advisory
California
– -$334K -4,984 Closed
CW
493
Channel Wealth
California
– -$315K -4,691 Closed
ES
494
Eagle Strategies
New York
– -$276K -4,117 Closed
DA
495
Detalus Advisors
Missouri
– -$262K -3,913 Closed
EIP
496
Ellis Investment Partners
Pennsylvania
– -$240K -3,581 Closed
KeyBank National Association
497
KeyBank National Association
Ohio
– -$235K -3,502 Closed
DTL
498
Dynamic Technology Lab
Singapore
– -$226K -3,376 Closed
PWAG
499
Polaris Wealth Advisory Group
California
– -$212K -3,158 Closed
Citadel Advisors
500
Citadel Advisors
Florida
– -$203K -3,031 Closed
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