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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
+$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 %
AWA
301
Acorn Wealth Advisors
Michigan
$429K -$23K -295 -5%
KeyBank National Association
302
KeyBank National Association
Ohio
$428K – – –
FMWA
303
Forvis Mazars Wealth Advisors
Missouri
$427K – – –
GEA
304
Glen Eagle Advisors
New Jersey
$423K -$1.56K -20 -0.4%
NL
305
NVWM LLC
Pennsylvania
$411K +$411K +5,278 New
OPA
306
Old Port Advisors
Maine
$410K -$13.8K -177 -3%
GA
307
Geller Advisors
New York
$407K +$2.03K +26 +0.5%
FA
308
Faithward Advisors
Pennsylvania
$402K +$312 +4 +0.1%
DWAM
309
Duncan Williams Asset Management
Tennessee
$402K – – –
CAC
310
Certified Advisory Corp
Florida
$400K -$4.36K -56 -1%
Baird Financial Group
311
Baird Financial Group
Wisconsin
$394K +$394K +5,052 New
CWM
312
Calamos Wealth Management
Illinois
$393K +$393K +5,044 New
HWAM
313
Hennion & Walsh Asset Management
New Jersey
$391K +$31K +398 +9%
CA
314
CoreCap Advisors
Michigan
$370K -$22.1K -284 -6%
AA
315
AlphaCentric Advisors
Puerto Rico
$367K -$9.43K -121 -3%
BOS
316
Bank of Stockton
California
$366K – – –
WAM
317
Worth Asset Management
Texas
$365K +$365K +4,691 New
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$362K +$56.6K +721 +19%
DWM
319
Diversify Wealth Management
Utah
$360K -$47.8K -614 -12%
MC
320
Moors & Cabot
Massachusetts
$357K -$62.3K -800 -15%
BIA
321
Bigelow Investment Advisors
Maine
$356K -$38K -488 -10%
GFL
322
Granite FO LLC
New Hampshire
$355K – – –
GTAM
323
Global Trust Asset Management
Florida
$350K – – –
MCCA
324
Mill Creek Capital Advisors
Pennsylvania
$348K – – –
FPAS
325
Focus Partners Advisor Solutions
Missouri
$348K +$27.3K +351 +9%
11 12
13
14 15