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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.

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

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$74.8K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$42.6M
3
HCM
Howard Capital Management
Georgia
$243K
4
Osaic Holdings
Osaic Holdings
Arizona
$16.9M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWAU
476
Alliance Wealth Advisors (Utah)
Utah
– -$4.17M -61,481 Closed
BMCM
477
Burns Matteson Capital Management
New York
– -$3.33M -49,047 Closed
HIM
478
Hanlon Investment Management
New Jersey
– -$2.63M -38,859 Closed
NP
479
Nilsine Partners
Colorado
– -$2.06M -30,444 Closed
PWG
480
Portside Wealth Group
Utah
– -$1.89M -27,871 Closed
TA
481
TFB Advisors
Kansas
– -$1.89M -27,849 Closed
First Trust Advisors
482
First Trust Advisors
Illinois
– -$1.62M -23,909 Closed
SPWG
483
Syntegra Private Wealth Group
Missouri
– -$1.62M -23,886 Closed
BCM
484
Brookstone Capital Management
Illinois
– -$1.43M -21,550 Closed
AIA
485
Arrow Investment Advisors
Maryland
– -$1.34M -19,793 Closed
MI
486
Moneywise Inc
Virginia
– -$1.22M -17,951 Closed
BCM
487
BlueCrest Capital Management
Jersey
– -$1.08M -15,883 Closed
CAG
488
Csenge Advisory Group
Florida
– -$1.04M -15,406 Closed
CCFM
489
Clear Creek Financial Management
Washington
– -$981K -14,430 Closed
DWA
490
Dorsey Wright & Associates
California
– -$825K -12,162 Closed
SAG
491
SageView Advisory Group
California
– -$795K -11,721 Closed
PCS
492
Personal CFO Solutions
New Jersey
– -$706K -10,408 Closed
Legacy Financial Group (Iowa)
493
Legacy Financial Group (Iowa)
Iowa
– -$598K -8,825 Closed
WAM
494
Worth Asset Management
Texas
– -$550K -8,114 Closed
Wellington Management Group
495
Wellington Management Group
Massachusetts
– -$529K -7,800 Closed
FW
496
FirstPurpose Wealth
Utah
– -$495K -7,300 Closed
SEI Investments
497
SEI Investments
Pennsylvania
– -$491K -7,242 Closed
ARC
498
Advisor Resource Council
Texas
– -$476K -7,015 Closed
ACM
499
Absolute Capital Management
Pennsylvania
– -$449K -6,628 Closed
FHA
500
Flagship Harbor Advisors
Massachusetts
– -$449K -6,626 Closed
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