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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 %
EH
176
Equitable Holdings
New York
$1.34M +$171K +2,442 +15%
MPPLM
177
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.33M -$203K -2,905 -13%
AIA
178
Arrow Investment Advisors
Maryland
$1.33M +$1.33M +19,069 New
CCT
179
Capital City Trust
Florida
$1.33M -$423K -6,050 -24%
WMR
180
Wealth Management Resources
Rhode Island
$1.32M +$585K +8,367 +80%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$1.3M -$177K -2,530 -12%
Mariner
182
Mariner
Kansas
$1.3M -$3.56M -50,868 -73%
ACS
183
Archford Capital Strategies
Illinois
$1.28M +$7.12K +100 +0.6%
DAS
184
Dynamic Advisor Solutions
Arizona
$1.27M -$2.17M -31,070 -63%
MOS
185
MGO One Seven
Ohio
$1.24M +$382K +5,464 +44%
NEPWA
186
New England Private Wealth Advisors
Massachusetts
$1.22M +$5.25K +75 +0.4%
SRC
187
Sage Rhino Capital
California
$1.2M -$135K -1,924 -10%
PWP
188
Pursue Wealth Partners
California
$1.19M – – –
GW
189
GW & Wade
Massachusetts
$1.18M – – –
US Bancorp
190
US Bancorp
Minnesota
$1.16M -$700 -10 -0.1%
GFA
191
Gallagher Fiduciary Advisors
Illinois
$1.16M -$296K -4,231 -20%
Lido Advisors
192
Lido Advisors
California
$1.15M +$196K +2,804 +21%
CAG
193
Csenge Advisory Group
Florida
$1.14M +$473K +6,763 +71%
CCA
194
Cottonwood Capital Advisors
Utah
$1.14M -$20.6K -294 -2%
M&T Bank
195
M&T Bank
New York
$1.07M +$14.3K +205 +1%
PA
196
Pinnacle Associates
New York
$1.05M -$24.1K -345 -2%
Legacy Financial Group (Iowa)
197
Legacy Financial Group (Iowa)
Iowa
$1.04M -$6.45M -92,229 -86%
AFP
198
Ausdal Financial Partners
Iowa
$1.04M -$20.1K -288 -2%
CCFM
199
Clear Creek Financial Management
Washington
$1.01M -$117K -1,671 -10%
SW
200
SteelPeak Wealth
California
$1.01M +$39.5K +565 +4%
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