CWB icon

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 Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$6.63M 94,800 +94,800 New
SPIA
77
Steward Partners Investment Advisory
New York
$6.42M 91,823 -655 -0.7%
RJA
78
Raymond James & Associates
Florida
$5.93M 84,800 -2,950 -3%
FWA
79
FSC Wealth Advisors
New York
$5.86M 83,843 +83,505 +24,706%
BFG
80
Baron Financial Group
New Jersey
$5.7M 81,552 -485 -0.6%
ONST
81
Old North State Trust
North Carolina
$5.64M 80,652 +314 +0.4%
AGA
82
Arkos Global Advisors
Texas
$5.61M 80,232 +16,423 +26%
PAG
83
Private Advisor Group
New Jersey
$5.22M 74,633 -1,430 -2%
SIM
84
SSI Investment Management
California
$5.22M 74,621 -663 -0.9%
CWM
85
Congress Wealth Management
Massachusetts
$5M 71,451 – –
YC
86
Yarbrough Capital
Tennessee
$4.99M 71,354 – –
OLVIG
87
Oliver Lagore Vanvalin Investment Group
Michigan
$4.92M 70,295 +70,288 +1,004,114%
TFA
88
Transamerica Financial Advisors
Florida
$4.92M 70,268 +68,735 +4,484%
AA
89
Advisory Alpha
Michigan
$4.77M 68,226 +45,888 +205%
DJYG
90
David J. Yvars Group
Florida
$4.51M 64,439 -873 -1%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$4.48M 64,077 -2,909 -4%
CPIG
92
Chicago Partners Investment Group
Illinois
$4.45M 62,956 -372 -0.6%
Renaissance Technologies
93
Renaissance Technologies
New York
$4.33M 61,900 +26,100 +73%
AWAU
94
Alliance Wealth Advisors (Utah)
Utah
$4.28M 61,185 +61,185 New
SIAP
95
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.19M 59,833 -1,443 -2%
GM
96
GeoWealth Management
Illinois
$4.01M 57,382 -3,444 -6%
Capstone Investment Advisors
97
Capstone Investment Advisors
New York
$3.69M 52,800 +52,800 New
EAMA
98
EFG Asset Management (Americas)
Florida
$3.68M 52,680 -834 -2%
ECI
99
EFG Capital International
Florida
$3.68M 52,680 +52,680 New
GWM
100
Geneos Wealth Management
Colorado
$3.68M 52,583 +10,435 +25%
2 3
4
5 6