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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

453 hedge funds and large institutions have $2.19B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 169 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+16
Holders Change %
+3.66%
% of All Funds
6.55%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
57
Increased
121
Reduced
169
Closed
38
Calls
$92K
Puts
$15K
Net Calls
+$77K
Net Calls Change
+$524K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$169M
2
HCM
2
Howard Capital Management
Georgia
$28.8M
3
AA
3
ACT Advisors
North Carolina
$16.3M
4
SIA
4
Strategic Investment Advisors
Michigan
$12.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$48.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$45.9M
2
DWM
2
Dakota Wealth Management
Florida
$494K
3
Barclays
3
Barclays
United Kingdom
$0
4
RIM
4
Redwood Investment Management
Arizona
$0
5
EC
5
Elequin Capital
New York
$8.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
226
Dorsey Wright & Associates
California
$571K +$571K +7,456 New
CWM
227
Connecticut Wealth Management
Connecticut
$543K – – –
DFG
228
Delta Financial Group
New Jersey
$540K +$9.8K +128 +2%
SWP
229
Stratos Wealth Partners
Ohio
$538K +$127K +1,664 +31%
FIA
230
Foundations Investment Advisors
Arizona
$535K -$150K -1,964 -22%
ETC
231
Exchange Traded Concepts
Oklahoma
$530K +$530K +6,920 New
SFP
232
Strategic Financial Partners
Oregon
$529K -$2.91K -38 -0.5%
TCA
233
Trifecta Capital Advisors
Illinois
$523K – – –
Cerity Partners
234
Cerity Partners
New York
$523K +$89.1K +1,163 +21%
HPC
235
Hobart Private Capital
North Carolina
$522K – – –
GRP
236
Global Retirement Partners
California
$509K +$235K +3,074 +86%
CAI
237
Capital Advisors Inc
Oklahoma
$509K – – –
SC
238
Seldon Capital
California
$501K – – –
SCG
239
Sonata Capital Group
Washington
$501K +$501K +6,535 New
MCM
240
MV Capital Management
Maryland
$499K – – –
DWM
241
Dakota Wealth Management
Florida
$494K -$20M -261,320 -98%
KA
242
Kovack Advisors
Florida
$479K +$306 +4 +0.1%
BCM
243
Brookstone Capital Management
Illinois
$474K +$184K +2,396 +63%
SCA
244
Snowden Capital Advisors
New York
$468K -$14.9K -195 -3%
Focus Partners Wealth
245
Focus Partners Wealth
Massachusetts
$456K -$1.02M -13,352 -69%
TWC
246
TD Waterhouse Canada
Ontario, Canada
$453K +$40.4K +530 +10%
JFGIW
247
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$450K +$450K +5,875 New
WAM
248
WFA Asset Management
Wisconsin
$447K +$1.99K +26 +0.4%
AWA
249
Acorn Wealth Advisors
Michigan
$444K -$22.8K -298 -5%
CST
250
Charles Schwab Trust
Nevada
$436K – – –
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10
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