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 %
SWP
276
Sagespring Wealth Partners
Tennessee
$556K +$556K +7,142 New
GRP
277
Global Retirement Partners
California
$551K +$33.3K +427 +6%
DFG
278
Delta Financial Group
New Jersey
$550K +$389 +5 +0.1%
PI
279
PFG Investments
New York
$546K +$546K +7,009 New
BCI
280
Blue Capital Inc
Nebraska
$540K +$540K +6,934 New
TCA
281
Trifecta Capital Advisors
Illinois
$532K – – –
CWM
282
Cordatus Wealth Management
Pennsylvania
$515K +$515K +6,617 New
SC
283
Seldon Capital
California
$510K – – –
SCG
284
Sonata Capital Group
Washington
$509K – – –
MCM
285
MV Capital Management
Maryland
$507K – – –
DWM
286
Dakota Wealth Management
Florida
$498K -$4.67K -60 -0.9%
KA
287
Kovack Advisors
Florida
$488K +$545 +7 +0.1%
PWG
288
Portside Wealth Group
Utah
$486K -$157K -2,019 -24%
SCA
289
Snowden Capital Advisors
New York
$476K +$156 +2 +0%
TW
290
Transform Wealth
Colorado
$473K +$473K +6,079 New
IC
291
Iconiq Capital
California
$470K +$470K +6,040 New
DA
292
Detalus Advisors
Missouri
$470K +$67.1K +861 +17%
WS
293
Wedbush Securities
California
$460K +$460K +5,907 New
WAM
294
WFA Asset Management
Wisconsin
$458K +$3.43K +44 +0.8%
CST
295
Charles Schwab Trust
Nevada
$444K – – –
LWM
296
LongView Wealth Management
Georgia
$442K +$2.49K +32 +0.6%
PTC
297
Private Trust Company
Ohio
$442K – – –
EFL
298
ERn Financial LLC
Wisconsin
$435K +$12K +154 +3%
VCM
299
Virtue Capital Management
Tennessee
$434K +$434K +5,572 New
RW
300
RVW Wealth
California
$429K +$2.96K +38 +0.7%
10 11
12
13 14