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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.

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
1
AssetMark Inc
California
$170M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$200M
3
HCM
3
Howard Capital Management
Georgia
$130M
4
Bessemer Group
4
Bessemer Group
New Jersey
$90.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$54.6M

Top Sellers

1
CCA
1
Conservest Capital Advisors
Pennsylvania
$0
2
IWS
2
Insight Wealth Strategies
California
$913K
3
Morgan Stanley
3
Morgan Stanley
New York
$145M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$546K
5
HNB
5
Huntington National Bank
Ohio
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
51
Huntington National Bank
Ohio
$12.2M -$12.8M – –
RJFSA
52
Raymond James Financial Services Advisors
Florida
$11.9M -$2.47M -35,379 -17%
HHRDM
53
H&H Retirement Design & Management
Nevada
$11.9M -$1.26M -17,656 -10%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$11.6M -$33.1K -473 -0.3%
SI
55
Stephens Inc
Arkansas
$11.3M -$396K -5,663 -3%
AWS
56
Atria Wealth Solutions
New York
$10.5M +$6.72M +96,055 +179%
B
57
Bensler
Washington
$10.4M +$589K +8,426 +6%
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$10.4M – – –
AP
59
Advisors Preferred
Maryland
$9.28M +$4.37M +62,096 +89%
LAM
60
Lifestyle Asset Management
Texas
$9.25M +$9.25M +132,242 New
PBF
61
Petix & Botte Financial
California
$9.12M +$4.62M +65,978 +102%
CI
62
Conning Inc
Connecticut
$9.09M +$6.3M +90,000 +225%
BAM
63
BTS Asset Management
Massachusetts
$8.81M +$8.37M +119,719 +1,922%
PWM
64
Paulson Wealth Management
Illinois
$8.58M +$173K +2,469 +2%
NAM
65
NTV Asset Management
West Virginia
$8.57M -$89.3K -1,277 -1%
OC
66
Oppenheimer & Co
New York
$8.37M +$295K +4,214 +4%
ANTB
67
AMG National Trust Bank
Colorado
$8.34M -$1.78M -25,504 -18%
BHWA
68
Beacon Harbor Wealth Advisors
Virginia
$8.32M +$8.32M +118,983 New
EC
69
Elequin Capital
New York
$7.94M +$7.94M +113,564 New
Creative Planning
70
Creative Planning
Kansas
$7.74M -$5.18K -74 -0.1%
HA
71
Harfst & Associates
Wyoming
$7.68M -$558K -7,973 -7%
WCM
72
Windsor Capital Management
Arizona
$7.29M +$72.4K +1,035 +1%
ML
73
McAdam LLC
Pennsylvania
$7.09M +$776K +11,099 +12%
MWM
74
Modera Wealth Management
New Jersey
$7.01M -$26.9K -384 -0.4%
PA
75
PFG Advisors
Arizona
$6.93M +$910K +13,010 +15%
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3
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