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.

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 %
AAS
501
Avantax Advisory Services
Texas
– -$403K -5,951 Closed
PI
502
PFG Investments
New York
– -$396K -5,844 Closed
PAMG
503
Patton Albertson Miller Group
Tennessee
– -$386K -5,700 Closed
EWM
504
Evercore Wealth Management
New York
– -$351K -5,177 Closed
SW
505
SVB Wealth
Massachusetts
– -$319K -4,701 Closed
Bank of New York Mellon
506
Bank of New York Mellon
New York
– -$307K -4,534 Closed
CW
507
CreativeOne Wealth
Kansas
– -$300K -4,420 Closed
CA
508
Continuum Advisory
Idaho
– -$292K -4,313 Closed
SB
509
Strategic Blueprint
Georgia
– -$224K -3,307 Closed
NFG
510
Nations Financial Group
Iowa
– -$220K -3,239 Closed
FIM
511
Fernwood Investment Management
Massachusetts
– -$214K -3,158 Closed
SS
512
Sunbelt Securities
Texas
– -$212K -3,120 Closed
VCM
513
Virtue Capital Management
Tennessee
– -$208K -2,960 Closed
CG
514
Cutler Group
California
– -$142K -2,109 Closed
AIC
515
Archer Investment Corporation
Indiana
– -$58.9K -869 Closed
SSWM
516
Sheets Smith Wealth Management
North Carolina
– -$33.2K -490 Closed
RIA
517
Realta Investment Advisors
Delaware
– -$34K -486 Closed
RFA
518
Resurgent Financial Advisors
Georgia
– -$32.6K -481 Closed
IAS
519
IMA Advisory Services
Colorado
– -$27.1K -400 Closed
CSPIA
520
Cary Street Partners Investment Advisory
Virginia
– -$26.3K -388 Closed
HIA
521
Harbor Investment Advisory
Maryland
– -$13.6K -200 Closed
GIA
522
Goodwin Investment Advisory
Georgia
– -$10.2K -150 Closed
JWA
523
JFS Wealth Advisors
Pennsylvania
– -$8.54K -126 Closed
BAAM
524
Baker Avenue Asset Management
California
– -$7.12K -105 Closed
RFA
525
Register Financial Advisors
Georgia
– -$271 -4 Closed
17 18 19 20
21