CWB icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
NSB
101
Norway Savings Bank
Maine
$2.78M +$146K +2,020 +6%
WA
102
Waverly Advisors
Alabama
$2.76M +$3.32K +46 +0.1%
CL
103
CIM LLC
New York
$2.75M +$31.4K +444 +1%
RFWA
104
RPg Family Wealth Advisory
Massachusetts
$2.66M -$157K -2,181 -6%
MLM
105
Mount Lucas Management
Pennsylvania
$2.6M -$85.2K -1,181 -3%
TW
106
Transform Wealth
Colorado
$2.56M +$2.56M +35,513 New
FHB
107
First Hawaiian Bank
Hawaii
$2.54M -$7.22K -100 -0.3%
TPWA
108
TRUE Private Wealth Advisors
Oregon
$2.51M -$238K -3,303 -9%
Prudential Financial
109
Prudential Financial
New Jersey
$2.49M -$3.72M -51,500 -60%
William Blair & Company
110
William Blair & Company
Illinois
$2.41M +$28.9K +401 +1%
EAMA
111
EFG Asset Management (Americas)
Florida
$2.36M -$1.29M -17,832 -35%
OWA
112
Octavia Wealth Advisors
Ohio
$2.29M -$190K -2,633 -8%
FWA
113
FOCUS Wealth Advisors
Texas
$2.26M +$79.8K +1,106 +4%
DI
114
Disciplined Investments
Oklahoma
$2.26M -$625K -8,660 -22%
SFS
115
Sowell Financial Services
Arkansas
$2.23M +$137K +1,895 +7%
FFN
116
Focus Financial Network
Minnesota
$2.22M +$97.8K +1,356 +5%
IRC
117
Investors Research Corp
Georgia
$2.18M -$5.99K -83 -0.3%
KAS
118
Kestra Advisory Services
Texas
$2.14M -$4.62K -64 -0.2%
HPM
119
Hudson Portfolio Management
New York
$2.11M -$101K -1,401 -5%
CA
120
Cetera Advisors
Colorado
$2.08M -$27.4M -379,497 -93%
FNC
121
First National Corp
Massachusetts
$2.07M -$209K -2,899 -9%
PIA
122
Powell Investment Advisors
Florida
$2.05M -$42.4K -587 -2%
OMC
123
Old Mission Capital
Illinois
$1.97M +$1.97M +27,311 New
PG
124
Patten Group
Tennessee
$1.96M -$44.5K -617 -2%
PS
125
Principal Securities
Iowa
$1.92M +$1.92M +26,590 New
3 4
5
6 7