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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 %
PAA
176
Peregrine Asset Advisers
Oregon
$1.1M -$33.3K -462 -3%
SOS
177
Silver Oak Securities
Tennessee
$1.08M +$325K +4,501 +43%
AFP
178
Ausdal Financial Partners
Iowa
$1.08M +$1.8K +25 +0.2%
NP
179
NorthRock Partners
Minnesota
$1.04M +$1.04M +14,460 New
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$1.04M -$1.18M -16,296 -53%
CRC
181
Curi RMB Capital
Illinois
$1.01M -$12.6K -175 -1%
LFASL
182
Lugano Financial Advisors SA (LFA)
Switzerland
$1.01M – – –
WIA
183
World Investment Advisors
California
$994K +$39.9K +553 +4%
WB
184
Webster Bank
Connecticut
$982K -$582K -8,073 -37%
PA
185
Pinnacle Associates
New York
$968K -$76.2K -1,056 -7%
PWP
186
Pursue Wealth Partners
California
$967K – – –
HA
187
Herold Advisors
New York
$960K – – –
DFCM
188
Dark Forest Capital Management
Puerto Rico
$960K -$375K -5,194 -28%
Invesco
189
Invesco
Georgia
$947K +$52.2K +724 +6%
HWAM
190
Hennion & Walsh Asset Management
New Jersey
$944K -$274K -3,801 -23%
M&T Bank
191
M&T Bank
New York
$902K -$202K -2,805 -18%
KC
192
Kades & Cheifetz
Pennsylvania
$900K +$900K +12,468 New
CWM
193
Calamos Wealth Management
Illinois
$897K +$377K +5,223 +72%
TI
194
Tidal Investments
Wisconsin
$890K +$169K +2,348 +24%
SWAG
195
Spectrum Wealth Advisory Group
California
$886K -$4.98K -69 -0.6%
TCM
196
Telos Capital Management
California
$875K +$1.08K +15 +0.1%
AF
197
Apexium Financial
Texas
$865K -$71.7K -994 -8%
PP
198
Pegasus Partners
Wisconsin
$864K +$864K +11,980 New
MOS
199
MGO One Seven
Ohio
$855K -$643K -8,908 -43%
IWS
200
Insight Wealth Strategies
California
$837K -$21.1K -293 -2%
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