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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.

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 %
HA
51
Harfst & Associates
Wyoming
$7.89M -$293K -4,376 -4%
OC
52
Oppenheimer & Co
New York
$7.74M -$222K -3,311 -3%
Creative Planning
53
Creative Planning
Kansas
$7.42M -$434K -6,472 -6%
CAN
54
Cetera Advisor Networks
California
$7.21M -$2.81M -41,955 -28%
Legacy Financial Group (Iowa)
55
Legacy Financial Group (Iowa)
Iowa
$7.19M -$914K -13,629 -11%
WCM
56
Windsor Capital Management
Arizona
$6.92M +$62K +924 +0.9%
MWM
57
Modera Wealth Management
New Jersey
$6.75M -$1.16M -17,333 -15%
SPIA
58
Steward Partners Investment Advisory
New York
$6.2M -$35.3K -527 -0.6%
ML
59
McAdam LLC
Pennsylvania
$6.06M -$2.29M -34,096 -27%
RJA
60
Raymond James & Associates
Florida
$5.89M -$1.85M -27,576 -24%
PA
61
PFG Advisors
Arizona
$5.77M +$5.77M +86,103 New
BFG
62
Baron Financial Group
New Jersey
$5.5M +$28.8K +430 +0.5%
LSC
63
Logan Stone Capital
Illinois
$5.43M +$5.43M +81,022 New
ONST
64
Old North State Trust
North Carolina
$5.39M +$90.5K +1,349 +2%
PAG
65
Private Advisor Group
New Jersey
$5.1M +$272K +4,061 +6%
SIM
66
SSI Investment Management
California
$5.05M -$3.77M -56,280 -43%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$4.97M +$1.18M +17,598 +31%
PAS
68
Park Avenue Securities
New York
$4.83M +$843K +12,575 +21%
CWM
69
Congress Wealth Management
Massachusetts
$4.79M – – –
YC
70
Yarbrough Capital
Tennessee
$4.79M – – –
AP
71
Advisors Preferred
Maryland
$4.67M +$4.46M +66,687 +2,095%
Mariner
72
Mariner
Kansas
$4.66M +$1.56M +23,279 +50%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$4.49M -$711K -10,599 -14%
DI
74
Disciplined Investments
Oklahoma
$4.45M -$166K -2,474 -4%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$4.45M +$2.81M +41,832 +171%
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