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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.

New
Increased
Maintained
Reduced
Closed
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
AssetMark Inc
California
$170M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$200M
3
HCM
Howard Capital Management
Georgia
$130M
4
Bessemer Group
Bessemer Group
New Jersey
$90.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$54.6M

Top Sellers

1
CCA
Conservest Capital Advisors
Pennsylvania
$0
2
IWS
Insight Wealth Strategies
California
$913K
3
Morgan Stanley
Morgan Stanley
New York
$145M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$546K
5
HNB
Huntington National Bank
Ohio
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
126
JPMorgan Chase & Co
New York
$2.49M -$2.69M -38,422 -52%
OWA
127
Octavia Wealth Advisors
Ohio
$2.49M -$183K -2,617 -7%
FHB
128
First Hawaiian Bank
Hawaii
$2.47M -$18.5K -265 -0.7%
NSB
129
Norway Savings Bank
Maine
$2.41M +$295K +4,213 +14%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$2.32M -$234K -3,350 -9%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$2.28M +$437K +6,253 +24%
TA
132
TFB Advisors
Kansas
$2.27M +$2.27M +32,490 New
WCM
133
Wavelength Capital Management
Connecticut
$2.24M +$1.08M +15,500 +93%
MI
134
Moneywise Inc
Virginia
$2.24M -$1.01M -14,415 -31%
KAS
135
Kestra Advisory Services
Texas
$2.23M -$89.8K -1,284 -4%
FNC
136
First National Corp
Massachusetts
$2.2M +$7.14K +102 +0.3%
HPM
137
Hudson Portfolio Management
New York
$2.17M -$91.5K -1,308 -4%
FWA
138
FOCUS Wealth Advisors
Texas
$2.13M -$29.3K -419 -1%
SFS
139
Sowell Financial Services
Arkansas
$2.1M +$486K +6,956 +30%
FFN
140
Focus Financial Network
Minnesota
$2.06M -$42K -601 -2%
PWG
141
Portside Wealth Group
Utah
$2.04M +$2.04M +29,159 New
PIA
142
Powell Investment Advisors
Florida
$2.04M +$210 +3 +0%
PG
143
Patten Group
Tennessee
$2.01M -$22K -315 -1%
FA
144
Flagstar Advisors
New York
$2M -$138K -1,977 -6%
LCWP
145
Legacy Capital Wealth Partners
Arkansas
$1.86M -$2.39M -34,125 -56%
MBT
146
Montecito Bank & Trust
California
$1.77M -$205K -2,926 -10%
AWA
147
Aletheian Wealth Advisors
Washington
$1.72M +$6.72K +96 +0.4%
PP
148
Prudential plc
United Kingdom
$1.72M +$472K +6,750 +38%
HWM
149
Howard Wealth Management
Connecticut
$1.71M -$58.3K -834 -3%
SBWIC
150
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.71M – – –
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