CWB icon

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
+$154M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$151M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$114M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$53.5M
5
BCI
Brinker Capital Investments
Pennsylvania
+$37.3M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$48.1M
2
FBB
Fulton Breakefield Broenniman
Maryland
-$21.7M
3
HNB
Huntington National Bank
Ohio
-$11.8M
4
AA
ACT Advisors
North Carolina
-$8.93M
5
EC
Elequin Capital
New York
-$8.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOS
251
Silver Oak Securities
Tennessee
$722K -$205K -2,620 -22%
AIM
252
Advyzon Investment Management
Illinois
$721K +$721K +9,255 New
KFI
253
Key Financial Inc
Pennsylvania
$718K -$645K -8,281 -47%
UBP
254
Union Bancaire Privee
Switzerland
$698K +$698K +8,970 New
SAM
255
SignalPoint Asset Management
Missouri
$692K -$37.6K -483 -5%
IAA
256
Independent Advisor Alliance
North Carolina
$691K +$691K +8,871 New
US Bancorp
257
US Bancorp
Minnesota
$686K +$8.49K +109 +1%
SP
258
Stablepoint Partners
Massachusetts
$677K +$4.21K +54 +0.6%
CA
259
Calton & Associates
Florida
$676K +$8.88K +114 +1%
SWAG
260
Spectrum Wealth Advisory Group
California
$672K -$4.83K -62 -0.7%
PFA
261
Portland Financial Advisors
New York
$653K +$653K +8,381 New
NG
262
Norden Group
Utah
$648K -$403K -5,179 -38%
AG
263
Ascent Group
Virginia
$642K -$288K -3,697 -31%
LCWP
264
Legacy Capital Wealth Partners
Arkansas
$640K -$4.13K -53 -0.6%
CMMS
265
Comprehensive Money Management Services
Florida
$631K +$631K +8,101 New
LFA
266
Laraway Financial Advisors
Minnesota
$623K – – –
Cerity Partners
267
Cerity Partners
New York
$608K +$75.9K +975 +14%
CAI
268
Capital Advisors Inc
Oklahoma
$597K +$79.1K +1,016 +15%
SFP
269
Strategic Financial Partners
Oregon
$595K +$57.4K +737 +11%
HWP
270
Highline Wealth Partners
California
$585K -$292K -3,746 -33%
DWA
271
Dorsey Wright & Associates
California
$581K – – –
CPL
272
CAP Partners LLC
Tennessee
$579K -$24K -308 -4%
AC
273
Aristides Capital
Kentucky
$574K +$574K +7,368 New
SWP
274
Stratos Wealth Partners
Ohio
$572K +$25.1K +322 +5%
RFA
275
Reyes Financial Architecture
California
$559K +$559K +7,179 New
9 10
11
12 13