CWB icon

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 Market Value Shares Shares
Change 		Shares
Change %
WCM
76
Windsor Capital Management
Arizona
$6.91M 101,936 -2,248 -2%
MWM
77
Modera Wealth Management
New Jersey
$6.69M 98,699 -1,527 -2%
Jane Street
78
Jane Street
New York
$6.27M 92,530 -146,085 -61%
RJA
79
Raymond James & Associates
Florida
$6.25M 92,219 +7,419 +9%
SPIA
80
Steward Partners Investment Advisory
New York
$6.17M 90,933 -890 -1%
Toronto Dominion Bank
81
Toronto Dominion Bank
Ontario, Canada
$6.1M 90,000 +90,000 New
ONST
82
Old North State Trust
North Carolina
$5.88M 86,723 +6,071 +8%
Prudential Financial
83
Prudential Financial
New Jersey
$5.83M 86,000 +50,000 +139%
PFS
84
Prospera Financial Services
Texas
$5.62M 82,905 +62,624 +309%
BCM
85
Bluefin Capital Management
New York
$5.61M 82,814 +82,814 New
WAM
86
WealthTrust Asset Management
Florida
$5.59M 82,490 +82,490 New
BFG
87
Baron Financial Group
New Jersey
$5.53M 81,582 +30 +0%
TFA
88
Transamerica Financial Advisors
Florida
$5.38M 79,349 +9,081 +13%
OFS
89
OneAscent Financial Services
Alabama
$5.33M 78,642 +78,642 New
PAG
90
Private Advisor Group
New Jersey
$5.23M 77,154 +2,521 +3%
RAM
91
Riggs Asset Management
Pennsylvania
$5.19M 76,526 +31,502 +70%
SIM
92
SSI Investment Management
California
$5.04M 74,292 -329 -0.4%
HighTower Advisors
93
HighTower Advisors
Illinois
$4.87M 71,762 +25,395 +55%
CWM
94
Congress Wealth Management
Massachusetts
$4.84M 71,451 – –
YC
95
Yarbrough Capital
Tennessee
$4.84M 71,354 – –
AGA
96
Arkos Global Advisors
Texas
$4.76M 70,188 -10,044 -13%
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$4.56M 67,317 +31,668 +89%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$4.52M 66,689 +2,612 +4%
DJYG
99
David J. Yvars Group
Florida
$4.51M 66,537 +2,098 +3%
AA
100
Advisory Alpha
Michigan
$4.47M 65,853 -2,373 -3%
2 3
4
5 6