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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 %
SAM
301
Strategy Asset Managers
California
$259K +$259K +3,705 New
PWP
302
Principle Wealth Partners
Connecticut
$259K – – –
GRP
303
Global Retirement Partners
California
$257K -$5.62K -78 -2%
QCIG
304
Quad-Cities Investment Group
Iowa
$256K +$721 +10 +0.3%
KPWS
305
Kestra Private Wealth Services
Texas
$253K +$144 +2 +0.1%
BFO
306
Boston Family Office
Massachusetts
$253K – – –
CF
307
Centaurus Financial
California
$252K -$17.6K -244 -7%
WWG
308
West Wealth Group
California
$252K -$3.53K -49 -1%
CCM
309
Crew Capital Management
Ohio
$250K -$7.44M -103,302 -97%
CAM
310
Creekmur Asset Management
Illinois
$247K +$288 +4 +0.1%
PCWA
311
Pacific Capital Wealth Advisors
California
$246K +$360 +5 +0.1%
CWM
312
CCG Wealth Management
California
$243K – – –
APW
313
Aurora Private Wealth
New Jersey
$239K +$144 +2 +0.1%
BCG
314
Breakwater Capital Group
New Jersey
$236K – – –
SWM
315
Spire Wealth Management
Virginia
$235K -$13K -180 -5%
ST
316
Sabal Trust
Florida
$232K – – –
PCIA
317
Prime Capital Investment Advisors
Kansas
$232K -$14.8K -205 -6%
SDWMA
318
Schneider Downs Wealth Management Advisors
Pennsylvania
$231K – – –
AAS
319
Avantax Advisory Services
Texas
$227K +$227K +3,155 New
GVAG
320
Great Valley Advisor Group
Delaware
$225K +$144 +2 +0.1%
RWP
321
RWA Wealth Partners
Massachusetts
$222K – – –
BFWM
322
Bright Futures Wealth Management
New York
$222K -$2.19M -30,458 -91%
PFGIA
323
Patriot Financial Group Insurance Agency
Massachusetts
$222K +$72 +1 +0%
MIM
324
Moseley Investment Management
Florida
$220K -$12.6K -175 -5%
WAG
325
Winthrop Advisory Group
Massachusetts
$218K – – –
11 12
13
14 15