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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 %
KWM
76
Kingsview Wealth Management
Oregon
$5.15M 71,340 +13,897 +24%
AGA
77
Arkos Global Advisors
Texas
$5.06M 70,083 -105 -0.1%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$4.98M 68,971 +2,282 +3%
RAM
79
Riggs Asset Management
Pennsylvania
$4.87M 67,474 -9,052 -12%
AA
80
Advisory Alpha
Michigan
$4.84M 67,014 +1,161 +2%
MSL
81
Mackay Shields LLC
New York
$4.75M 65,864 +65,864 New
DJYG
82
David J. Yvars Group
Florida
$4.6M 63,705 -2,832 -4%
SIAP
83
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.17M 57,829 +13 +0%
Calamos Advisors
84
Calamos Advisors
Illinois
$4.15M 57,555 +57,555 New
WAM
85
WealthTrust Asset Management
Florida
$4.12M 57,111 -25,379 -31%
CPIG
86
Chicago Partners Investment Group
Illinois
$4.1M 57,518 -2,520 -4%
CAN
87
Cetera Advisor Networks
California
$4.08M 56,604 -199,202 -78%
AP
88
Advisors Preferred
Maryland
$3.94M 55,127 -127,302 -70%
SCM
89
Sage Capital Management
New Jersey
$3.86M 53,539 +53,539 New
SC
90
Sykon Capital
New York
$3.68M 51,065 -7,703 -13%
EC
91
Estate Counselors
Wisconsin
$3.48M 48,210 +6,760 +16%
TA
92
TFG Advisers
Michigan
$3.47M 48,073 -568 -1%
GWM
93
Geneos Wealth Management
Colorado
$3.43M 47,579 -3,102 -6%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$3.06M 42,410 -219 -0.5%
Citigroup
95
Citigroup
New York
$2.95M 40,892 +320 +0.8%
HAG
96
HF Advisory Group
Maryland
$2.93M 40,551 +861 +2%
WB
97
WesBanco Bank
West Virginia
$2.9M 40,198 +325 +0.8%
CCC
98
Chesapeake Capital Corp
Florida
$2.89M 40,089 +40,089 New
AWS
99
Atria Wealth Solutions
New York
$2.79M 38,609 -102,460 -73%
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
$2.78M 38,580 -12,717 -25%
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4
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