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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.

New
Increased
Maintained
Reduced
Closed
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
Wealth Enhancement Advisory Services
Minnesota
$20.3M
2
Goldman Sachs
Goldman Sachs
New York
$116M
3
Osaic Holdings
Osaic Holdings
Arizona
$80.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
$15.8M
5
Ameriprise
Ameriprise
Minnesota
$70.8M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$0
2
AllianceBernstein
AllianceBernstein
Tennessee
$12.9M
3
TIM
Total Investment Management
Arizona
$0
4
AA
ACT Advisors
North Carolina
$0
5
HNB
Huntington National Bank
Ohio
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLM
126
Mount Lucas Management
Pennsylvania
$2.52M +$14.6K +216 +0.6%
NSB
127
Norway Savings Bank
Maine
$2.47M +$136K +2,005 +6%
FHB
128
First Hawaiian Bank
Hawaii
$2.39M – – –
DF
129
Dunhill Financial
United Kingdom
$2.36M -$110K -1,637 -4%
OWA
130
Octavia Wealth Advisors
Ohio
$2.33M -$87.8K -1,295 -4%
William Blair & Company
131
William Blair & Company
Illinois
$2.23M -$337K -4,971 -13%
FNC
132
First National Corp
Massachusetts
$2.14M +$1.36K +20 +0.1%
HPM
133
Hudson Portfolio Management
New York
$2.08M -$25.3K -373 -1%
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$2.08M -$124K -1,834 -6%
NP
135
Nilsine Partners
Colorado
$2.06M +$2.06M +30,444 New
IRC
136
Investors Research Corp
Georgia
$2.06M -$569K -8,387 -22%
FWA
137
FOCUS Wealth Advisors
Texas
$2.05M -$10.2K -150 -0.5%
FA
138
Flagstar Advisors
New York
$2.05M +$111K +1,640 +6%
KAS
139
Kestra Advisory Services
Texas
$2.01M -$146K -2,148 -7%
FFN
140
Focus Financial Network
Minnesota
$2M +$271 +4 +0%
SFS
141
Sowell Financial Services
Arkansas
$1.97M -$66.9K -987 -3%
PIA
142
Powell Investment Advisors
Florida
$1.97M -$10.3K -152 -0.5%
PWG
143
Portside Wealth Group
Utah
$1.89M -$87.3K -1,288 -4%
TA
144
TFB Advisors
Kansas
$1.89M -$315K -4,641 -14%
PG
145
Patten Group
Tennessee
$1.89M -$58K -855 -3%
AWA
146
Aletheian Wealth Advisors
Washington
$1.68M +$15.9K +235 +1%
WCM
147
Wavelength Capital Management
Connecticut
$1.68M -$495K -7,300 -23%
MBT
148
Montecito Bank & Trust
California
$1.67M -$49.4K -729 -3%
SPC
149
Sigma Planning Corp
Michigan
$1.65M -$5.97K -88 -0.4%
First Trust Advisors
150
First Trust Advisors
Illinois
$1.62M +$1.62M +23,909 New
4 5
6
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