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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 %
RWM
201
Revisor Wealth Management
Ohio
$996K -$209K -2,987 -17%
CRC
202
Curi RMB Capital
Illinois
$981K – – –
CWM
203
Calamos Wealth Management
Illinois
$969K +$456K +6,526 +89%
WIA
204
World Investment Advisors
California
$949K +$15.6K +223 +2%
AF
205
Apexium Financial
Texas
$936K -$17.6K -252 -2%
HA
206
Herold Advisors
New York
$930K – – –
KFI
207
Key Financial Inc
Pennsylvania
$930K +$58.8K +840 +7%
DWA
208
Dorsey Wright & Associates
California
$927K +$927K +13,246 New
IWS
209
Insight Wealth Strategies
California
$913K -$26.7M -381,158 -97%
Corient Private Wealth
210
Corient Private Wealth
Florida
$896K -$566K -8,088 -39%
AG
211
Ascent Group
Virginia
$889K +$889K +12,664 New
SAG
212
SageView Advisory Group
California
$887K +$282K +4,026 +47%
SWAG
213
Spectrum Wealth Advisory Group
California
$880K -$20.4K -292 -2%
VFA
214
Values First Advisors
Tennessee
$869K +$28.3K +405 +3%
Invesco
215
Invesco
Georgia
$867K +$193K +2,753 +29%
ACM
216
Absolute Capital Management
Pennsylvania
$864K +$864K +12,349 New
TCM
217
Telos Capital Management
California
$855K +$31.2K +446 +4%
PCS
218
Personal CFO Solutions
New Jersey
$849K +$849K +12,136 New
Cerity Partners
219
Cerity Partners
New York
$838K -$133K -1,902 -14%
BS
220
Banco Santander
Spain
$832K -$60.3K -862 -7%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$824K +$416K +5,971 +102%
CAS
222
Coppell Advisory Solutions
Texas
$812K +$812K +11,655 New
CAC
223
Certified Advisory Corp
Florida
$799K -$159K -2,275 -17%
Lazard Asset Management
224
Lazard Asset Management
New York
$769K -$737K – –
DCM
225
Delta Capital Management
New Jersey
$749K – – –
7 8
9
10 11