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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

437 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 114 increasing their positions, 186 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-27
Holders Change %
-5.82%
% of All Funds
6.36%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.13%
New
30
Increased
114
Reduced
186
Closed
47
Calls
$346K
Puts
$793K
Net Calls
-$447K
Net Calls Change
-$922K

Top Buyers

1
RIM
1
Redwood Investment Management
Arizona
$18.5M
2
EC
2
Elequin Capital
New York
$19.9M
3
GAG
3
Goodman Advisory Group
Massachusetts
$11.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$15.7M
5
EC
5
Estate Counselors
Wisconsin
$7.92M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$3.71M
2
AA
2
ACT Advisors
North Carolina
$0
3
Jane Street
3
Jane Street
New York
$7.93M
4
GM
4
GeoWealth Management
Illinois
$1.89M
5
AP
5
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
226
Hobart Private Capital
North Carolina
$491K +$2.67K +37 +0.5%
CAI
227
Capital Advisors Inc
Oklahoma
$479K – – –
DL
228
DOHJ LLC
Washington
$476K +$58.1K +806 +14%
SC
229
Seldon Capital
California
$472K – – –
HCM
230
Hengehold Capital Management
Ohio
$469K -$7.57K -105 -2%
MCM
231
MV Capital Management
Maryland
$469K -$78.7K -1,092 -14%
SCA
232
Snowden Capital Advisors
New York
$454K +$72 +1 +0%
KA
233
Kovack Advisors
Florida
$451K +$288 +4 +0.1%
LWM
234
LongView Wealth Management
Georgia
$442K +$1.51K +21 +0.3%
HWAM
235
Hennion & Walsh Asset Management
New Jersey
$440K +$9.58K +133 +2%
AWA
236
Acorn Wealth Advisors
Michigan
$440K -$22.4K -311 -5%
NP
237
NorthRock Partners
Minnesota
$422K -$361K -5,016 -46%
WAM
238
WFA Asset Management
Wisconsin
$418K +$1.8K +25 +0.4%
CST
239
Charles Schwab Trust
Nevada
$411K – – –
CAC
240
Certified Advisory Corp
Florida
$408K -$62.4K -866 -13%
Cerity Partners
241
Cerity Partners
New York
$408K +$92.2K +1,280 +29%
OPA
242
Old Port Advisors
Maine
$405K -$8.5K -118 -2%
SSA
243
Schonfeld Strategic Advisors
New York
$399K -$121K -1,680 -23%
RW
244
RVW Wealth
California
$397K – – –
WCM
245
Windham Capital Management
Massachusetts
$396K – – –
FMWA
246
Forvis Mazars Wealth Advisors
Missouri
$395K – – –
GEA
247
Glen Eagle Advisors
New Jersey
$392K -$288 -4 -0.1%
BIA
248
Bigelow Investment Advisors
Maine
$391K -$8.58K -119 -2%
EFL
249
ERn Financial LLC
Wisconsin
$391K +$216 +3 +0.1%
CRWM
250
Castle Rock Wealth Management
California
$391K -$7.05K -98 -2%
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