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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 %
SPC
151
Sigma Planning Corp
Michigan
$1.7M -$68.3K -977 -4%
BCM
152
BlueCrest Capital Management
Jersey
$1.69M +$1.69M +24,222 New
FIA
153
Foundations Investment Advisors
Arizona
$1.68M -$2.24M -32,019 -57%
SOS
154
Silver Oak Securities
Tennessee
$1.67M -$454K -6,487 -21%
KIA
155
Kraematon Investment Advisors
Massachusetts
$1.65M -$156K -2,228 -9%
WTC
156
WhitTier Trust Company
Nevada
$1.64M -$129K -1,850 -7%
CWS
157
Confluence Wealth Services
Pennsylvania
$1.63M -$17.5K -250 -1%
BCM
158
Brookstone Capital Management
Illinois
$1.61M +$1.61M +23,087 New
WB
159
Webster Bank
Connecticut
$1.59M -$53.5K -765 -3%
LMKC
160
L.M. Kohn & Company
Ohio
$1.58M +$59.2K +847 +4%
SW
161
SkyOak Wealth
Michigan
$1.56M -$179K -2,555 -10%
ORC
162
O'Rourke & Company
Massachusetts
$1.56M +$55.5K +794 +4%
LFASL
163
Lugano Financial Advisors SA (LFA)
Switzerland
$1.55M -$18.6K -266 -1%
TW
164
Towerpoint Wealth
California
$1.53M -$314K -4,485 -17%
RWA
165
Redhawk Wealth Advisors
Minnesota
$1.52M +$1.52M +21,752 New
CFO
166
CVA Family Office
Colorado
$1.52M -$20.3K -290 -1%
RSS
167
Rosenblum Silverman Sutton
California
$1.52M +$1.52M +21,708 New
HWAM
168
Hennion & Walsh Asset Management
New Jersey
$1.52M -$33.7K -481 -2%
OMC
169
Overbrook Management Corp
New York
$1.45M -$334K -4,775 -19%
OAM
170
Occidental Asset Management
California
$1.44M -$90K -1,286 -6%
AFS
171
AFG Fiduciary Services
Massachusetts
$1.43M +$278K +3,920 +24%
PFS
172
Prospera Financial Services
Texas
$1.42M +$6.72K +96 +0.5%
RJT
173
Raymond James Trust
Florida
$1.41M -$102K -1,464 -7%
EWA
174
EP Wealth Advisors
California
$1.37M -$4.91M -84,460 -78%
CFA
175
Cahill Financial Advisors
Minnesota
$1.35M +$37.6K +538 +3%
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