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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 %
HA
101
Harfst & Associates
Wyoming
$4.43M 65,280 -44,457 -41%
AWAU
102
Alliance Wealth Advisors (Utah)
Utah
$4.17M 61,481 +296 +0.5%
SC
103
Sykon Capital
New York
$3.98M 58,768 +58,768 New
CPIG
104
Chicago Partners Investment Group
Illinois
$3.93M 60,038 -2,918 -5%
SIAP
105
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.92M 57,816 -2,017 -3%
KWM
106
Kingsview Wealth Management
Oregon
$3.89M 57,443 +57,443 New
Mirae Asset Global Investments
107
Mirae Asset Global Investments
South Korea
$3.48M 51,297 -1,106 -2%
GWM
108
Geneos Wealth Management
Colorado
$3.44M 50,681 -1,902 -4%
EAMA
109
EFG Asset Management (Americas)
Florida
$3.43M 50,555 -2,125 -4%
EC
110
Elequin Capital
New York
$3.36M 49,622 -63,942 -56%
BMCM
111
Burns Matteson Capital Management
New York
$3.33M 49,047 -908 -2%
TA
112
TFG Advisers
Michigan
$3.3M 48,641 -623 -1%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$2.89M 42,629 +9,425 +28%
EC
114
Estate Counselors
Wisconsin
$2.81M 41,450 -735 -2%
Citigroup
115
Citigroup
New York
$2.75M 40,572 -874 -2%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$2.72M 40,148 +21,536 +116%
DI
117
Disciplined Investments
Oklahoma
$2.71M 39,951 -4,859 -11%
WB
118
WesBanco Bank
West Virginia
$2.7M 39,873 +800 +2%
HAG
119
HF Advisory Group
Maryland
$2.69M 39,690 +1,961 +5%
RFWA
120
RPg Family Wealth Advisory
Massachusetts
$2.65M 39,015 +3,151 +9%
HIM
121
Hanlon Investment Management
New Jersey
$2.63M 38,859 -1,778 -4%
CL
122
CIM LLC
New York
$2.61M 38,505 +831 +2%
WA
123
Waverly Advisors
Alabama
$2.59M 38,199 -753 -2%
TPWA
124
TRUE Private Wealth Advisors
Oregon
$2.59M 38,149 +1,068 +3%
IA
125
IFP Advisors
Florida
$2.56M 37,743 +1,671 +5%
3 4
5
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