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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.

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
1
Wealth Enhancement Advisory Services
Minnesota
$20.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$116M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$80.5M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$15.8M
5
Ameriprise
5
Ameriprise
Minnesota
$70.8M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$12.9M
3
TIM
3
Total Investment Management
Arizona
$0
4
AA
4
ACT Advisors
North Carolina
$0
5
HNB
5
Huntington National Bank
Ohio
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
51
Huntington National Bank
Ohio
$11.4M -$12.2M – –
HHRDM
52
H&H Retirement Design & Management
Nevada
$11.2M +$73.4K +1,098 +0.7%
B
53
Bensler
Washington
$11.2M +$1.11M +16,331 +11%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$10.9M -$405K -5,966 -4%
TC
55
TownSquare Capital
Utah
$10.7M -$1.2M -17,659 -10%
State of Tennessee, Department of Treasury
56
State of Tennessee, Department of Treasury
Tennessee
$10.1M +$81.4K +1,200 +0.8%
SI
57
Stephens Inc
Arkansas
$10.1M -$920K -13,563 -8%
AWS
58
Atria Wealth Solutions
New York
$9.56M -$590K -8,703 -6%
FCC
59
Florin Court Capital
United Kingdom
$9.35M +$6.03M +89,000 +182%
B
60
Barings
North Carolina
$9.27M +$6.49M +95,686 +233%
PBF
61
Petix & Botte Financial
California
$9.23M +$393K +5,791 +4%
LAM
62
Lifestyle Asset Management
Texas
$8.72M -$245K -3,615 -3%
PWM
63
Paulson Wealth Management
Illinois
$8.44M +$115K +1,703 +1%
NAM
64
NTV Asset Management
West Virginia
$8.14M -$167K -2,459 -2%
FWA
65
FSC Wealth Advisors
New York
$8.08M +$2.39M +35,303 +42%
GM
66
GeoWealth Management
Illinois
$8.06M +$4.17M +61,555 +107%
AI
67
Atria Investments
North Carolina
$8.02M +$5.08M +74,889 +173%
OC
68
Oppenheimer & Co
New York
$7.9M -$206K -3,033 -3%
ANTB
69
AMG National Trust Bank
Colorado
$7.7M -$382K -5,631 -5%
CCM
70
Crew Capital Management
Ohio
$7.67M +$7.67M +113,130 New
HH
71
Hilltop Holdings
Texas
$7.66M +$7.46M +110,054 +3,813%
NC
72
NewSquare Capital
Pennsylvania
$7.58M +$7.57M +111,714 +349,106%
Creative Planning
73
Creative Planning
Kansas
$7.51M +$6.44K +95 +0.1%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$7.34M +$7.34M +108,231 New
ML
75
McAdam LLC
Pennsylvania
$7.01M +$139K +2,056 +2%
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3
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