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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 %
SW
176
SteelPeak Wealth
California
$927K -$49.6K -740 -5%
CAC
177
Certified Advisory Corp
Florida
$919K -$234K -3,488 -20%
Lido Advisors
178
Lido Advisors
California
$917K +$917K +13,668 New
AF
179
Apexium Financial
Texas
$914K +$2.21K +33 +0.2%
WIA
180
World Investment Advisors
California
$895K -$8.45K -126 -0.9%
HA
181
Herold Advisors
New York
$892K – – –
LWM
182
Laidlaw Wealth Management
New York
$885K -$41K -611 -4%
SWAG
183
Spectrum Wealth Advisory Group
California
$864K -$15K -223 -2%
BS
184
Banco Santander
Spain
$855K -$82.6K -1,232 -9%
ARC
185
Advisor Resource Council
Texas
$855K +$166K +2,482 +24%
KFI
186
Key Financial Inc
Pennsylvania
$835K +$48.8K +727 +6%
MOS
187
MGO One Seven
Ohio
$826K -$60K -895 -7%
B
188
Barings
North Carolina
$816K +$816K +12,161 New
VFA
189
Values First Advisors
Tennessee
$806K +$19.7K +294 +3%
TSS
190
Two Sigma Securities
New York
$800K +$800K +11,926 New
TCM
191
Telos Capital Management
California
$790K -$5.9K -88 -0.7%
NA
192
NewEdge Advisors
Louisiana
$742K -$270K -4,048 -27%
Lazard Asset Management
193
Lazard Asset Management
New York
$737K -$707K – –
CA
194
Calton & Associates
Florida
$722K +$7.78K +116 +1%
FMC
195
First Merchants Corp
Indiana
$714K – – –
BJL
196
Brighton Jones LLC
Washington
$711K +$47.1K +702 +7%
WMR
197
Wealth Management Resources
Rhode Island
$706K +$69.6K +1,038 +11%
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
$698K -$1.46M -21,778 -68%
IB
199
Intrust Bank
Kansas
$695K +$7.65K +114 +1%
DWM
200
Dakota Wealth Management
Florida
$684K -$69.7K -1,039 -9%
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