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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 %
APW
326
Austin Private Wealth
Texas
$216K +$216K +2,995 New
OIA
327
OneDigital Investment Advisors
Kansas
$214K +$214K +2,970 New
VPP
328
Vertex Planning Partners
Illinois
$212K +$11.7K +162 +6%
FNBT
329
FineMark National Bank & Trust
Florida
$210K – – –
CPA
330
Court Place Advisors
Maryland
$209K – – –
Neuberger Berman Group
331
Neuberger Berman Group
New York
$209K – – –
WP
332
Westmount Partners
California
$208K +$575 +8 +0.3%
LGA
333
Lebenthal Global Advisors
New York
$201K – – –
WFA
334
Wells Financial Advisors
Massachusetts
$185K – – –
NS
335
NBC Securities
Alabama
$180K -$115K -1,592 -39%
BWL
336
Bogart Wealth LLC
Virginia
$177K – – –
BBHC
337
Brown Brothers Harriman & Co
New York
$173K – – –
UCB
338
United Community Bank
South Carolina
$158K +$2.31K +32 +1%
DF
339
Dunhill Financial
United Kingdom
$157K -$20.7K -287 -12%
MSG
340
Main Street Group
Virginia
$135K -$24.7K -343 -15%
PA
341
Parallel Advisors
California
$134K +$79.3K +1,101 +144%
CIAS
342
Capital Investment Advisory Services
North Carolina
$130K – – –
BFEC
343
Benjamin F. Edwards & Company
Missouri
$120K +$7.15K +99 +6%
CFB
344
Cullen/Frost Bankers
Texas
$116K +$6.49K +90 +6%
UWS
345
Unique Wealth Strategies
Illinois
$111K +$111K +1,513 New
HCP
346
Hexagon Capital Partners
Arkansas
$110K – – –
OHWP
347
Oak Harbor Wealth Partners
North Carolina
$108K – – –
MRCM
348
M&R Capital Management
New Jersey
$108K – – –
Qube Research & Technologies (QRT)
349
Qube Research & Technologies (QRT)
United Kingdom
$100K -$285K -3,955 -74%
HBW
350
Hazlett, Burt & Watson
West Virginia
$96K +$145 +2 +0.2%
12 13
14
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