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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.

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

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$0
2
AllianceBernstein
AllianceBernstein
Tennessee
$12.9M
3
TIM
Total Investment Management
Arizona
$0
4
AA
ACT Advisors
North Carolina
$0
5
HNB
Huntington National Bank
Ohio
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
476
Revisor Wealth Management
Ohio
– -$996K -14,238 Closed
AG
477
Ascent Group
Virginia
– -$889K -12,664 Closed
CA
478
Calton & Associates
Florida
– -$737K -10,537 Closed
LWM
479
Laidlaw Wealth Management
New York
– -$558K -7,971 Closed
DI
480
DFPG Investments
Utah
– -$482K -6,727 Closed
KWA
481
Kingswood Wealth Advisors
California
– -$440K -6,295 Closed
CCM
482
Crabel Capital Management
California
– -$412K -5,895 Closed
WA
483
Win Advisors
Florida
– -$293K -5,124 Closed
SS
484
Simplicity Solutions
Minnesota
– -$299K -4,271 Closed
BFG
485
Bleakley Financial Group
New Jersey
– -$299K -4,271 Closed
BF
486
BOK Financial
Oklahoma
– -$279K -3,995 Closed
SHFP
487
Second Half Financial Partners
Florida
– -$270K -3,864 Closed
CPSAC
488
Chas P. Smith & Associates (CPS)
Florida
– -$269K -3,841 Closed
SAM
489
Strategy Asset Managers
California
– -$259K -3,705 Closed
TI
490
Trexquant Investment
Connecticut
– -$247K -3,538 Closed
APW
491
Austin Private Wealth
Texas
– -$246K -3,511 Closed
NRI
492
NFP Retirement Inc
California
– -$242K -3,463 Closed
IW
493
Instrumental Wealth
Florida
– -$232K -3,277 Closed
EP
494
Edgestream Partners
New Jersey
– -$229K -3,267 Closed
Koshinski Asset Management
495
Koshinski Asset Management
Illinois
– -$221K -3,156 Closed
FPAS
496
Focus Partners Advisor Solutions
Missouri
– -$204K -2,919 Closed
MAS
497
Madden Advisory Services
Florida
– -$204K -2,918 Closed
ATPW
498
Ashton Thomas Private Wealth
Arizona
– -$203K -2,909 Closed
WP
499
Westmount Partners
California
– -$200K -2,860 Closed
RWPA
500
Richard W. Paul & Associates
Michigan
– -$170K -2,428 Closed
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