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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

453 hedge funds and large institutions have $2.19B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 169 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+16
Holders Change %
+3.66%
% of All Funds
6.55%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
57
Increased
121
Reduced
169
Closed
38
Calls
$92K
Puts
$15K
Net Calls
+$77K
Net Calls Change
+$524K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$169M
2
HCM
2
Howard Capital Management
Georgia
$28.8M
3
AA
3
ACT Advisors
North Carolina
$16.3M
4
SIA
4
Strategic Investment Advisors
Michigan
$12.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$48.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$45.9M
2
DWM
2
Dakota Wealth Management
Florida
$494K
3
RIM
3
Redwood Investment Management
Arizona
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
EC
5
Elequin Capital
New York
$8.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
326
Crew Capital Management
Ohio
$244K -$21.6K -282 -8%
GFP
327
Gryphon Financial Partners
Ohio
$242K +$242K +3,166 New
KPWS
328
Kestra Private Wealth Services
Texas
$238K -$30.8K -402 -11%
GVAG
329
Great Valley Advisor Group
Delaware
$238K -$536 -7 -0.2%
QCIG
330
Quad-Cities Investment Group
Iowa
$238K -$33.6K -439 -12%
RWP
331
RWA Wealth Partners
Massachusetts
$236K – – –
HH
332
Hilltop Holdings
Texas
$234K -$8.61M -112,361 -97%
MIM
333
Moseley Investment Management
Florida
$234K – – –
BAM
334
Belpointe Asset Management
Nevada
$231K +$218K +2,847 +1,705%
AAS
335
Avantax Advisory Services
Texas
$229K -$12.2K -159 -5%
WAG
336
Winthrop Advisory Group
Massachusetts
$229K – – –
OPS
337
Orion Portfolio Solutions
Nebraska
$223K +$223K +2,914 New
BCI
338
Brinker Capital Investments
Pennsylvania
$223K +$223K +2,914 New
WP
339
Westmount Partners
California
$222K +$613 +8 +0.3%
CPA
340
Court Place Advisors
Maryland
$222K – – –
Neuberger Berman Group
341
Neuberger Berman Group
New York
$222K – – –
WWG
342
West Wealth Group
California
$219K -$48.4K -632 -18%
BFWM
343
Bright Futures Wealth Management
New York
$218K -$21.2K -274 -9%
WFA
344
Wells Financial Advisors
Massachusetts
$218K +$21.1K +275 +11%
VPP
345
Vertex Planning Partners
Illinois
$213K -$12.1K -158 -5%
HIS
346
Harvest Investment Services
Illinois
$212K -$106K -1,382 -33%
FNBT
347
FineMark National Bank & Trust
Florida
$211K -$11.5K -150 -5%
AFG
348
Atomi Financial Group
New York
$205K +$205K +2,673 New
SW
349
SlateStone Wealth
Florida
$203K +$203K +2,646 New
NRI
350
NFP Retirement Inc
California
$203K +$203K +2,649 New
12 13
14
15 16