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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.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-34
Holders Change %
-7.22%
% of All Funds
6.99%
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
Ameriprise
Minnesota
$70.4M
2
IWC
Integrated Wealth Concepts
Massachusetts
$23.8M
3
EWA
EP Wealth Advisors
California
$17.6M
4
Morgan Stanley
Morgan Stanley
New York
$157M
5
HHRDM
H&H Retirement Design & Management
Nevada
$12.4M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$132K
2
Jane Street
Jane Street
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$89.9M
4
Allianz Asset Management
Allianz Asset Management
Germany
$1.07M
5
Bank of America
Bank of America
North Carolina
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
126
Howard Wealth Management
Connecticut
$1.7M -$13.1K -195 -0.8%
WTC
127
WhitTier Trust Company
Nevada
$1.7M -$134K -2,000 -7%
CCT
128
Capital City Trust
Florida
$1.68M – – –
SW
129
SkyOak Wealth
Michigan
$1.67M -$12.1K -180 -0.7%
AWA
130
Aletheian Wealth Advisors
Washington
$1.64M +$659K +9,819 +67%
IA
131
IFP Advisors
Florida
$1.64M +$610K +13,047 +59%
SBWIC
132
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.64M – – –
WB
133
Webster Bank
Connecticut
$1.58M -$118K -1,756 -7%
CWS
134
Confluence Wealth Services
Pennsylvania
$1.58M -$100K -1,493 -6%
SFS
135
Sowell Financial Services
Arkansas
$1.55M -$573K -8,540 -27%
LFASL
136
Lugano Financial Advisors SA (LFA)
Switzerland
$1.5M +$119K +1,781 +9%
AA
137
Advisory Alpha
Michigan
$1.5M -$298K -4,441 -17%
HWAM
138
Hennion & Walsh Asset Management
New Jersey
$1.49M -$547K -8,152 -27%
CFO
139
CVA Family Office
Colorado
$1.48M -$81.3K -1,212 -5%
MPPLM
140
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.47M +$1.2M +17,832 +429%
OAM
141
Occidental Asset Management
California
$1.47M -$21K -313 -1%
LMKC
142
L.M. Kohn & Company
Ohio
$1.45M -$738 -11 -0.1%
RJT
143
Raymond James Trust
Florida
$1.45M -$24.5K -365 -2%
ORC
144
O'Rourke & Company
Massachusetts
$1.44M +$201 +3 +0%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$1.42M -$193K -2,885 -12%
Corient Private Wealth
146
Corient Private Wealth
Florida
$1.4M +$1.4M +20,904 New
GFA
147
Gallagher Fiduciary Advisors
Illinois
$1.4M +$1.4M +20,833 New
TW
148
Transform Wealth
Colorado
$1.36M +$1.36M +20,272 New
PFS
149
Prospera Financial Services
Texas
$1.35M -$39.2K -584 -3%
SRC
150
Sage Rhino Capital
California
$1.28M -$51.5K -768 -4%
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