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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 %
CFA
151
Cahill Financial Advisors
Minnesota
$1.26M +$20.2K +301 +2%
EC
152
Estate Counselors
Wisconsin
$1.2M +$49.6K +740 +4%
PP
153
Prudential plc
United Kingdom
$1.2M -$349K -5,200 -23%
ACS
154
Archford Capital Strategies
Illinois
$1.18M -$67.7K -1,022 -5%
VF
155
VitalStone Financial
Texas
$1.18M +$1.08M +13,061 +1,076%
NEPWA
156
New England Private Wealth Advisors
Massachusetts
$1.17M +$3.62K +54 +0.3%
RWM
157
Revisor Wealth Management
Ohio
$1.16M +$1.16M +17,225 New
PWP
158
Pursue Wealth Partners
California
$1.14M -$436K -6,500 -28%
GW
159
GW & Wade
Massachusetts
$1.14M – – –
EH
160
Equitable Holdings
New York
$1.12M -$59.8K -891 -5%
US Bancorp
161
US Bancorp
Minnesota
$1.12M +$106K +1,583 +11%
WCM
162
Wavelength Capital Management
Connecticut
$1.11M +$60.4K +900 +6%
CCA
163
Cottonwood Capital Advisors
Utah
$1.11M -$269K -4,005 -20%
AFS
164
AFG Fiduciary Services
Massachusetts
$1.09M +$2.15K +32 +0.2%
CCFM
165
Clear Creek Financial Management
Washington
$1.08M +$1.08M +16,073 New
Allianz Asset Management
166
Allianz Asset Management
Germany
$1.07M -$33.4M -498,275 -97%
PA
167
Pinnacle Associates
New York
$1.03M -$31.9K -475 -3%
AFP
168
Ausdal Financial Partners
Iowa
$1.02M -$20.6K -307 -2%
M&T Bank
169
M&T Bank
New York
$1.01M – – –
SFP
170
Strategic Financial Partners
Oregon
$1.01M +$1.01M +15,060 New
EDRH
171
Edmond de Rothschild Holding
Switzerland
$1.01M +$1.01M +15,000 New
ACM
172
Ascendant Capital Management
California
$1.01M +$1.01M +15,000 New
WCM
173
Windham Capital Management
Massachusetts
$963K -$139K -2,068 -13%
CRC
174
Curi RMB Capital
Illinois
$941K – – –
Cerity Partners
175
Cerity Partners
New York
$931K -$53.3K -794 -5%
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