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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.

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
1
Morgan Stanley
New York
$282M
2
RAG
2
RIA Advisory Group
Iowa
$74.1M
3
OPAM
3
Ocean Park Asset Management
California
$29.4M
4
HHRDM
4
H&H Retirement Design & Management
Nevada
$31.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$13.5M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$74.8K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.6M
3
HCM
3
Howard Capital Management
Georgia
$243K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$16.9M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$8.97M 124,345 +6,070 +5%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$8.91M 123,463 +83,315 +208%
MWM
53
Modera Wealth Management
New Jersey
$8.74M 121,202 +22,503 +23%
NAM
54
NTV Asset Management
West Virginia
$8.56M 118,652 -1,432 -1%
AWM
55
AE Wealth Management
Kansas
$8.45M 118,535 -51,481 -30%
FWA
56
FSC Wealth Advisors
New York
$8.37M 115,974 -3,172 -3%
OC
57
Oppenheimer & Co
New York
$8.28M 114,760 -1,808 -2%
Creative Planning
58
Creative Planning
Kansas
$8.16M 113,129 +2,418 +2%
ML
59
McAdam LLC
Pennsylvania
$7.99M 110,790 +7,340 +7%
ANTB
60
AMG National Trust Bank
Colorado
$7.87M 109,021 -4,551 -4%
Mariner
61
Mariner
Kansas
$7.76M 107,570 +86,348 +407%
Capstone Investment Advisors
62
Capstone Investment Advisors
New York
$7.73M 107,101 +107,101 New
WCM
63
Windsor Capital Management
Arizona
$7.27M 100,819 -1,117 -1%
AF
64
Allworth Financial
California
$7.27M 100,737 +99,159 +6,284%
SI
65
Stephens Inc
Arkansas
$6.57M 91,071 -57,176 -39%
SPIA
66
Steward Partners Investment Advisory
New York
$6.52M 90,379 -554 -0.6%
RJA
67
Raymond James & Associates
Florida
$6.38M 88,438 -3,781 -4%
BAM
68
BTS Asset Management
Massachusetts
$6.23M 86,219 +80,092 +1,307%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$6.03M 83,619 +83,619 New
BFG
70
Baron Financial Group
New Jersey
$5.85M 81,107 -475 -0.6%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$5.57M 77,167 +9,850 +15%
SIM
72
SSI Investment Management
California
$5.34M 73,987 -305 -0.4%
EC
73
Elequin Capital
New York
$5.34M 73,959 +24,337 +49%
HighTower Advisors
74
HighTower Advisors
Illinois
$5.34M 73,858 +2,096 +3%
PAG
75
Private Advisor Group
New Jersey
$5.25M 72,799 -4,355 -6%
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