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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 %
CWS
151
Confluence Wealth Services
Pennsylvania
$1.45M -$158K -2,184 -10%
JFG
152
Jefferies Financial Group
New York
$1.44M -$1.3K -18 -0.1%
GW
153
GW & Wade
Massachusetts
$1.43M +$207K +2,870 +17%
EWA
154
EP Wealth Advisors
California
$1.41M -$2.24K -31 -0.2%
AFS
155
AFG Fiduciary Services
Massachusetts
$1.4M -$30K -422 -2%
CFO
156
CVA Family Office
Colorado
$1.39M -$17.5K -242 -1%
PFS
157
Prospera Financial Services
Texas
$1.38M -$4.61M -63,845 -77%
CCT
158
Capital City Trust
Florida
$1.37M – – –
RT
159
Rockland Trust
Massachusetts
$1.37M +$983K +13,618 +254%
DWMG
160
DB Wealth Management Group
California
$1.36M +$745K +10,322 +121%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$1.35M -$247K -3,417 -15%
IP
162
Ignite Planners
California
$1.32M +$1.32M +18,421 New
NEPWA
163
New England Private Wealth Advisors
Massachusetts
$1.29M +$6.13K +85 +0.5%
TW
164
Towerpoint Wealth
California
$1.28M -$226K -3,136 -15%
KFI
165
Key Financial Inc
Pennsylvania
$1.27M +$300K +4,155 +31%
DAS
166
Dynamic Advisor Solutions
Arizona
$1.26M -$48.2K -682 -4%
Comerica Bank
167
Comerica Bank
Texas
$1.24M +$151K +2,086 +14%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$1.23M -$56.7M -785,994 -98%
ATI
169
ARK & TLK Investments
Oklahoma
$1.22M +$1.22M +16,968 New
OMC
170
Overbrook Management Corp
New York
$1.19M -$97K -1,345 -8%
Citadel Advisors
171
Citadel Advisors
Florida
$1.19M -$403K -5,588 -25%
SRC
172
Sage Rhino Capital
California
$1.18M +$361 +5 +0%
MPPLM
173
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.17M -$156K -2,157 -12%
SW
174
SteelPeak Wealth
California
$1.14M +$72 +1 +0%
CCA
175
Cottonwood Capital Advisors
Utah
$1.11M -$6.78K -94 -0.6%
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