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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

454 hedge funds and large institutions have $2.6B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 123 increasing their positions, 180 reducing their positions, and 36 closing their positions.

Holders
454
Holders Change
-2
Holders Change %
-0.44%
% of All Funds
6.1%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
45
Increased
123
Reduced
180
Closed
36
Calls
$339K
Puts
$223K
Net Calls
+$116K
Net Calls Change
+$66.4M

Top Buyers

1
GAG
1
Goodman Advisory Group
Massachusetts
$41.2M
2
LPL Financial
2
LPL Financial
California
$117M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$10.8M
4
Wells Fargo
4
Wells Fargo
California
$110M
5
EC
5
Elequin Capital
New York
$7.15M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$37.7M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$17.6M
3
QC
3
Quadrature Capital
United Kingdom
$3.96M
4
Deutsche Bank
4
Deutsche Bank
Germany
$34.9M
5
EC
5
Estate Counselors
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$217M 2,621,065 -14,489 -0.5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$199M 2,405,004 -19,372 -0.8%
HCM
3
Howard Capital Management
Georgia
$192M 2,323,907 -51,386 -2%
Morgan Stanley
4
Morgan Stanley
New York
$139M 1,684,287 +62,562 +4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$129M 1,557,744 -29,646 -2%
LPL Financial
6
LPL Financial
California
$117M 1,415,291 +132,707 +10%
Wells Fargo
7
Wells Fargo
California
$110M 1,329,231 +116,977 +10%
Bessemer Group
8
Bessemer Group
New Jersey
$93.5M 1,131,346 -7,238 -0.6%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$64.3M 778,157 -28,333 -4%
Goldman Sachs
10
Goldman Sachs
New York
$59.5M 719,508 +14,886 +2%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$54.1M 655,027 +69,970 +12%
NYLIM
12
New York Life Investment Management
New York
$50M 605,123 -53,507 -8%
GAG
13
Goodman Advisory Group
Massachusetts
$41.2M 497,987 +497,987 New
UBS Group
14
UBS Group
Switzerland
$38.1M 461,193 -21,707 -4%
BCI
15
Brinker Capital Investments
Pennsylvania
$37.8M 457,205 -32,011 -7%
Ameriprise
16
Ameriprise
Minnesota
$37.7M 455,607 -890,015 -66%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$36.1M 436,381 -13,796 -3%
HHRDM
18
H&H Retirement Design & Management
Nevada
$34.9M 410,452 +27,962 +7%
Deutsche Bank
19
Deutsche Bank
Germany
$34.9M 421,622 -215,626 -34%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$31.2M 377,342 -11,864 -3%
Raymond James Financial
21
Raymond James Financial
Florida
$30M 362,992 +25,039 +7%
AllianceBernstein
22
AllianceBernstein
Tennessee
$24.9M 301,780 – –
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$23.8M 287,362 +21,523 +8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$20M 241,942 +259 +0.1%
Truist Financial
25
Truist Financial
North Carolina
$19.8M 239,479 +8,219 +4%
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