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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
$183M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$200M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$124M
4
Allianz Asset Management
Allianz Asset Management
Germany
$53.5M
5
BCI
Brinker Capital Investments
Pennsylvania
$37.6M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$124M
2
FBB
Fulton Breakefield Broenniman
Maryland
$4M
3
HNB
Huntington National Bank
Ohio
$11.6M
4
AA
ACT Advisors
North Carolina
$7.64M
5
EC
Elequin Capital
New York
$218K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
326
MeadowBrook Investment Advisors
Michigan
$347K – – –
Susquehanna International Group
327
Susquehanna International Group
Pennsylvania
$345K -$1.29M -16,541 -79%
Fidelity Investments
328
Fidelity Investments
Massachusetts
$343K -$13.9K -179 -4%
SFA
329
Sequoia Financial Advisors
Ohio
$341K – – –
PCIA
330
Prime Capital Investment Advisors
Kansas
$341K +$14.6K +187 +4%
TWC
331
TD Waterhouse Canada
Ontario, Canada
$340K -$123K -1,580 -27%
GAA
332
Guardian Asset Advisors
Pennsylvania
$338K +$389 +5 +0.1%
EWM
333
EPG Wealth Management
Georgia
$333K +$1.56K +20 +0.5%
MCC
334
Money Concepts Capital
Florida
$330K +$330K +4,237 New
PCS
335
Personal CFO Solutions
New Jersey
$329K -$8.49K -109 -3%
EFG
336
Embree Financial Group
Illinois
$328K – – –
CPSAC
337
Chas P. Smith & Associates (CPS)
Florida
$325K – – –
MWM
338
Mascagni Wealth Management
Mississippi
$324K +$324K +4,230 New
AWE
339
Avidian Wealth Enterprises
Texas
$319K +$42.2K +542 +15%
OAM
340
Oppenheimer Asset Management
New York
$315K +$315K +4,043 New
Millennium Management
341
Millennium Management
New York
$314K +$314K +4,033 New
KSWA
342
Kathleen S. Wright Associates
Pennsylvania
$314K – – –
IWM
343
IHT Wealth Management
Illinois
$312K -$16.4K -210 -5%
FRA
344
Frank Rimerman Advisors
California
$312K – – –
USCWA
345
U.S. Capital Wealth Advisors
Texas
$312K – – –
OCM
346
Orion Capital Management
California
$312K – – –
CPA
347
Cardiff Park Advisors
California
$312K – – –
RWP
348
RWA Wealth Partners
Massachusetts
$309K +$68.9K +884 +29%
BRWM
349
Blue Rock Wealth Management
North Carolina
$308K +$308K +3,959 New
GVAG
350
Great Valley Advisor Group
Delaware
$306K +$63.5K +816 +26%
12 13
14
15 16