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
Morgan Stanley
New York
$282M
2
RAG
RIA Advisory Group
Iowa
$74.1M
3
OPAM
Ocean Park Asset Management
California
$29.4M
4
HHRDM
H&H Retirement Design & Management
Nevada
$31.6M
5
Renaissance Technologies
Renaissance Technologies
New York
$13.5M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$74.8K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$42.6M
3
HCM
Howard Capital Management
Georgia
$243K
4
Osaic Holdings
Osaic Holdings
Arizona
$16.9M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
Flagstar Advisors
New York
$1.9M -$277K -3,835 -13%
IA
127
IFP Advisors
Florida
$1.85M -$873K -12,104 -32%
EH
128
Equitable Holdings
New York
$1.8M +$139K +1,923 +8%
AWA
129
Aletheian Wealth Advisors
Washington
$1.73M -$59.6K -826 -3%
PP
130
Prudential plc
United Kingdom
$1.69M +$38.2K +530 +2%
HWM
131
Howard Wealth Management
Connecticut
$1.68M -$42.7K -592 -2%
KIA
132
Kraematon Investment Advisors
Massachusetts
$1.68M +$33.9K +470 +2%
WMR
133
Wealth Management Resources
Rhode Island
$1.67M +$120K +1,668 +8%
HWP
134
Highline Wealth Partners
California
$1.67M +$1.67M +23,140 New
Corient Private Wealth
135
Corient Private Wealth
Florida
$1.66M +$792K +10,971 +91%
OFS
136
OneAscent Financial Services
Alabama
$1.64M -$4.04M -55,949 -71%
MBT
137
Montecito Bank & Trust
California
$1.64M -$136K -1,883 -8%
ORC
138
O'Rourke & Company
Massachusetts
$1.63M -$7.51K -104 -0.5%
CCM
139
Crabel Capital Management
California
$1.63M +$1.63M +22,553 New
LMKC
140
L.M. Kohn & Company
Ohio
$1.61M -$20.1K -278 -1%
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$1.6M +$1.39M +19,388 +663%
SBWIC
142
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.56M – – –
RSS
143
Rosenblum Silverman Sutton
California
$1.54M -$29.9K -415 -2%
CAL
144
Capital Analysts LLC
Pennsylvania
$1.54M +$39.4K +546 +3%
SW
145
SkyOak Wealth
Michigan
$1.52M -$58.8K -815 -4%
OAM
146
Occidental Asset Management
California
$1.49M – – –
JWBC
147
J.W. Burns & Co
New York
$1.48M -$90.2K -1,250 -6%
IWC
148
Integrated Wealth Concepts
Massachusetts
$1.48M -$24.2M -335,083 -94%
CFA
149
Cahill Financial Advisors
Minnesota
$1.47M +$57K +790 +4%
WTC
150
WhitTier Trust Company
Nevada
$1.46M -$61.3K -850 -4%
4 5
6
7 8