CWB icon

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 %
CL
101
CIM LLC
New York
$2.52M +$46.3K +691 +2%
RFWA
102
RPg Family Wealth Advisory
Massachusetts
$2.47M +$104K +1,556 +4%
WB
103
WesBanco Bank
West Virginia
$2.45M +$57.3K +855 +2%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$2.45M -$45.3K -676 -2%
Renaissance Technologies
105
Renaissance Technologies
New York
$2.4M +$2.4M +35,800 New
FHB
106
First Hawaiian Bank
Hawaii
$2.38M -$1.76M -26,193 -42%
HAG
107
HF Advisory Group
Maryland
$2.3M +$197K +2,936 +9%
KAS
108
Kestra Advisory Services
Texas
$2.22M -$358K -5,331 -14%
HPM
109
Hudson Portfolio Management
New York
$2.17M -$39.4K -587 -2%
FNC
110
First National Corp
Massachusetts
$2.11M -$9.39K -140 -0.4%
FWA
111
FOCUS Wealth Advisors
Texas
$2.07M -$26.8K -400 -1%
FA
112
Flagstar Advisors
New York
$2.05M -$113K -1,683 -5%
HighTower Advisors
113
HighTower Advisors
Illinois
$2.04M -$3.27M -48,798 -62%
SOS
114
Silver Oak Securities
Tennessee
$2.03M +$2.03M +30,301 New
NSB
115
Norway Savings Bank
Maine
$2.03M +$359K +5,355 +21%
FFN
116
Focus Financial Network
Minnesota
$2.02M +$119K +1,775 +6%
PIA
117
Powell Investment Advisors
Florida
$1.95M -$282K -4,198 -13%
PG
118
Patten Group
Tennessee
$1.95M -$31.7K -473 -2%
MBT
119
Montecito Bank & Trust
California
$1.89M -$139K -2,079 -7%
PWM
120
Penobscot Wealth Management
Maine
$1.8M -$476K -7,098 -21%
TW
121
Towerpoint Wealth
California
$1.77M -$92.6K -1,381 -5%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$1.76M +$202K +3,014 +13%
KIA
123
Kraematon Investment Advisors
Massachusetts
$1.73M -$190K -2,832 -10%
OMC
124
Overbrook Management Corp
New York
$1.71M -$220K -3,285 -11%
SPC
125
Sigma Planning Corp
Michigan
$1.7M +$211K +3,144 +14%
3 4
5
6 7