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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 %
DJYG
76
David J. Yvars Group
Florida
$4.38M -$166K -2,475 -4%
PBF
77
Petix & Botte Financial
California
$4.32M +$4.32M +64,432 New
AGA
78
Arkos Global Advisors
Texas
$4.28M +$1.82M +27,186 +74%
CPIG
79
Chicago Partners Investment Group
Illinois
$4.23M -$23.3K -349 -0.5%
Citigroup
80
Citigroup
New York
$4.19M +$922K +13,740 +28%
SIAP
81
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.11M -$12.1K -180 -0.3%
GM
82
GeoWealth Management
Illinois
$4.08M +$610K +9,103 +18%
LCWP
83
Legacy Capital Wealth Partners
Arkansas
$4.07M -$268K -4,003 -6%
AI
84
Atria Investments
North Carolina
$3.82M +$87.3K +1,302 +2%
FIA
85
Foundations Investment Advisors
Arizona
$3.76M +$868K +12,939 +30%
AWS
86
Atria Wealth Solutions
New York
$3.6M -$391K -5,826 -10%
EAMA
87
EFG Asset Management (Americas)
Florida
$3.59M -$46.8K -698 -1%
TA
88
TFG Advisers
Michigan
$3.34M -$36.5K -544 -1%
Mirae Asset Global Investments
89
Mirae Asset Global Investments
South Korea
$3.3M +$1.1M +16,416 +50%
DAS
90
Dynamic Advisor Solutions
Arizona
$3.3M -$667K -9,946 -17%
CI
91
Cavalier Investments
Georgia
$3.22M +$188K +2,800 +6%
MI
92
Moneywise Inc
Virginia
$3.11M +$152K +2,268 +5%
Bessemer Group
93
Bessemer Group
New Jersey
$2.97M +$129K +1,930 +5%
RAM
94
Riggs Asset Management
Pennsylvania
$2.94M +$37.5K +559 +1%
FANJ
95
Financial Architects (New Jersey)
New Jersey
$2.84M -$24.5K -365 -0.9%
GWM
96
Geneos Wealth Management
Colorado
$2.83M +$68.7K +1,025 +2%
William Blair & Company
97
William Blair & Company
Illinois
$2.77M -$784K -11,685 -22%
CI
98
Conning Inc
Connecticut
$2.68M – – –
IRC
99
Investors Research Corp
Georgia
$2.61M -$1.34K -20 -0.1%
OWA
100
Octavia Wealth Advisors
Ohio
$2.56M -$1.95M -29,137 -43%
2 3
4
5 6