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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 %
Mirae Asset Global Investments
101
Mirae Asset Global Investments
South Korea
$3.66M 52,403 +3,200 +7%
BMCM
102
Burns Matteson Capital Management
New York
$3.49M 49,955 +49,955 New
TA
103
TFG Advisers
Michigan
$3.45M 49,264 -535 -1%
FCC
104
Florin Court Capital
United Kingdom
$3.42M 48,900 +48,900 New
HighTower Advisors
105
HighTower Advisors
Illinois
$3.23M 46,367 +15,926 +52%
RAM
106
Riggs Asset Management
Pennsylvania
$3.15M 45,024 +1,220 +3%
DI
107
Disciplined Investments
Oklahoma
$3.13M 44,810 -21,570 -32%
AI
108
Atria Investments
North Carolina
$3.03M 43,386 -13,593 -24%
FANJ
109
Financial Architects (New Jersey)
New Jersey
$2.98M 42,530 +187 +0.4%
EC
110
Estate Counselors
Wisconsin
$2.95M 42,185 +24,230 +135%
Citigroup
111
Citigroup
New York
$2.9M 41,446 -20,988 -34%
B
112
Barings
North Carolina
$2.88M 41,112 +28,951 +238%
HIM
113
Hanlon Investment Management
New Jersey
$2.84M 40,637 +40,637 New
WB
114
WesBanco Bank
West Virginia
$2.73M 39,073 +2,500 +7%
WA
115
Waverly Advisors
Alabama
$2.72M 38,952 +38,952 New
IRC
116
Investors Research Corp
Georgia
$2.71M 38,750 -167 -0.4%
William Blair & Company
117
William Blair & Company
Illinois
$2.65M 37,916 -3,345 -8%
HAG
118
HF Advisory Group
Maryland
$2.64M 37,729 +3,506 +10%
CL
119
CIM LLC
New York
$2.64M 37,674 +58 +0.2%
TPWA
120
TRUE Private Wealth Advisors
Oregon
$2.59M 37,081 +32,905 +788%
MLM
121
Mount Lucas Management
Pennsylvania
$2.59M 36,960 +36,960 New
IA
122
IFP Advisors
Florida
$2.52M 36,072 +1,046 +3%
DF
123
Dunhill Financial
United Kingdom
$2.52M 36,680 +36,680 New
Prudential Financial
124
Prudential Financial
New Jersey
$2.52M 36,000 +36,000 New
RFWA
125
RPg Family Wealth Advisory
Massachusetts
$2.51M 35,864 -911 -2%
3 4
5
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