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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 %
HWM
151
Howard Wealth Management
Connecticut
$1.62M -$38.8K -573 -2%
SPWG
152
Syntegra Private Wealth Group
Missouri
$1.62M -$11.6M -171,457 -88%
EH
153
Equitable Holdings
New York
$1.56M +$259K +3,822 +20%
PP
154
Prudential plc
United Kingdom
$1.55M -$113K -1,660 -7%
KIA
155
Kraematon Investment Advisors
Massachusetts
$1.55M -$50.4K -743 -3%
ORC
156
O'Rourke & Company
Massachusetts
$1.54M +$29.1K +429 +2%
LMKC
157
L.M. Kohn & Company
Ohio
$1.53M +$6.98K +103 +0.5%
CWS
158
Confluence Wealth Services
Pennsylvania
$1.51M -$64.3K -949 -4%
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$1.5M +$696K +10,243 +87%
Citadel Advisors
160
Citadel Advisors
Florida
$1.5M +$1.5M +22,092 New
SW
161
SkyOak Wealth
Michigan
$1.48M -$34.7K -512 -2%
JWBC
162
J.W. Burns & Co
New York
$1.47M +$1.47M +21,750 New
RSS
163
Rosenblum Silverman Sutton
California
$1.47M – – –
WB
164
Webster Bank
Connecticut
$1.47M -$73.3K -1,081 -5%
SBWIC
165
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.47M -$184K -2,719 -11%
WMR
166
Wealth Management Resources
Rhode Island
$1.46M +$176K +2,591 +14%
Mariner
167
Mariner
Kansas
$1.44M +$180K +2,655 +14%
WTC
168
WhitTier Trust Company
Nevada
$1.43M -$162K -2,385 -10%
BCM
169
Brookstone Capital Management
Illinois
$1.43M -$102K -1,537 -7%
TW
170
Towerpoint Wealth
California
$1.41M -$76.1K -1,123 -5%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$1.41M +$980K +14,455 +228%
MOS
172
MGO One Seven
Ohio
$1.41M +$202K +2,976 +17%
CAL
173
Capital Analysts LLC
Pennsylvania
$1.41M +$1.19M +17,584 +558%
OAM
174
Occidental Asset Management
California
$1.4M -$746 -11 -0.1%
JFG
175
Jefferies Financial Group
New York
$1.36M +$1.08M +16,002 +399%
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