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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

510 hedge funds and large institutions have $2.95B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 153 increasing their positions, 147 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+57
Holders Change %
+12.58%
% of All Funds
6.79%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
94
Increased
153
Reduced
147
Closed
29
Calls
$47K
Puts
$70K
Net Calls
-$23K
Net Calls Change
-$100K

Top Buyers

1
HCM
Howard Capital Management
Georgia
$183M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$200M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$124M
4
Allianz Asset Management
Allianz Asset Management
Germany
$53.5M
5
BCI
Brinker Capital Investments
Pennsylvania
$37.6M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$124M
2
FBB
Fulton Breakefield Broenniman
Maryland
$4M
3
HNB
Huntington National Bank
Ohio
$11.6M
4
AA
ACT Advisors
North Carolina
$7.64M
5
EC
Elequin Capital
New York
$218K
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
226
TFB Advisors
Kansas
$843K -$7.01K -90 -0.8%
HGWM
227
Horst & Graben Wealth Management
Oregon
$836K +$186K +2,389 +29%
DCM
228
Delta Capital Management
New Jersey
$834K -$820K – –
FMC
229
First Merchants Corp
Indiana
$830K +$117K +1,505 +16%
IB
230
Intrust Bank
Kansas
$826K – – –
CAG
231
Csenge Advisory Group
Florida
$817K -$1M -12,882 -55%
M&T Bank
232
M&T Bank
New York
$812K – – –
National Bank of Canada
233
National Bank of Canada
Quebec, Canada
$801K -$405K -5,200 -34%
PAA
234
Peregrine Asset Advisers
Oregon
$784K -$148K -1,903 -16%
HWM
235
HB Wealth Management
Georgia
$783K +$12.2K +156 +2%
WB
236
Webster Bank
Connecticut
$782K -$40.6K -521 -5%
CWM
237
Congress Wealth Management
Massachusetts
$779K – – –
BJL
238
Brighton Jones LLC
Washington
$771K +$771K +9,900 New
Invesco
239
Invesco
Georgia
$765K +$3.97K +51 +0.5%
JWCA
240
J.W. Cole Advisors
Florida
$763K +$36.7K +471 +5%
CRC
241
Curi RMB Capital
Illinois
$763K – – –
HPC
242
Hobart Private Capital
North Carolina
$763K +$232K +2,982 +44%
MAG
243
M3 Advisory Group
Massachusetts
$758K +$14.3K +184 +2%
LKWM
244
Lee-Kelleher Wealth Management
Maryland
$740K +$740K +9,500 New
PA
245
Pinnacle Associates
New York
$737K -$307K -3,945 -29%
RT
246
Rockland Trust
Massachusetts
$735K -$7.24K -93 -1%
JFGIW
247
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$732K +$261K +3,248 +55%
WMR
248
Wealth Management Resources
Rhode Island
$732K -$1.27M -16,303 -63%
TF
249
Trek Financial
Arizona
$728K +$728K +9,352 New
JIR
250
James Investment Research
Ohio
$725K +$437K +5,607 +152%
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