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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 %
MC
251
Moors & Cabot
Massachusetts
$390K – – –
TWC
252
TD Waterhouse Canada
Ontario, Canada
$389K +$58.4K +814 +18%
SWP
253
Stratos Wealth Partners
Ohio
$386K -$9.8K -136 -2%
GA
254
Geller Advisors
New York
$378K +$43K +597 +13%
KeyBank National Association
255
KeyBank National Association
Ohio
$376K -$6.41K -89 -2%
FA
256
Faithward Advisors
Pennsylvania
$372K -$16.4K -228 -4%
AWE
257
Avidian Wealth Enterprises
Texas
$362K -$61.5K -853 -15%
CA
258
CoreCap Advisors
Michigan
$358K -$9.87K -137 -3%
AA
259
AlphaCentric Advisors
Puerto Rico
$355K -$3.39K -47 -0.9%
GTAM
260
Global Trust Asset Management
Florida
$353K – – –
Jones Financial Companies
261
Jones Financial Companies
Missouri
$344K +$79K +1,096 +30%
IWM
262
IHT Wealth Management
Illinois
$342K -$195K -2,702 -36%
BOS
263
Bank of Stockton
California
$339K – – –
LFAS
264
Level Four Advisory Services
Texas
$338K -$8.14K -113 -2%
FCI
265
Financial Counselors Inc
Kansas
$337K +$337K +4,675 New
GFL
266
Granite FO LLC
New Hampshire
$328K – – –
CAG
267
Csenge Advisory Group
Florida
$323K +$323K +4,482 New
MCCA
268
Mill Creek Capital Advisors
Pennsylvania
$322K – – –
MIA
269
MeadowBrook Investment Advisors
Michigan
$321K – – –
SFA
270
Sequoia Financial Advisors
Ohio
$315K +$39.6K +550 +14%
FWM
271
Focused Wealth Management
New York
$315K -$20K -278 -6%
GAA
272
Guardian Asset Advisors
Pennsylvania
$312K +$216 +3 +0.1%
Fidelity Investments
273
Fidelity Investments
Massachusetts
$312K -$67.4K -935 -18%
IAIM
274
International Assets Investment Management
Florida
$311K -$16.7K -232 -5%
TPWA
275
TRUE Private Wealth Advisors
Oregon
$310K -$2.33M -32,351 -88%
9 10
11
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