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State Street SPDR Bloomberg Convertible Securities ETF

486 hedge funds and large institutions have $3.22B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 37

22% more capital invested

Capital invested by funds: $2.63B → $3.22B (+$584M)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more funds holding

Funds holding: 467486 (+19)

2.01% more ownership

Funds ownership: 67%69.01% (+2%)

8% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 156

87% less call options, than puts

Call options by funds: $815K | Put options by funds: $6.14M

Holders
486
Holders Change
+19
Holders Change %
+4.07%
% of All Funds
6.38%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.28%
New
68
Increased
144
Reduced
156
Closed
37
Calls
$815K
Puts
$6.14M
Net Calls
-$5.33M
Net Calls Change
+$357K
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
326
Boston Family Office
Massachusetts
$318K
MFG
327
Merit Financial Group
Georgia
$312K +$69.6K +809 +31%
AWA
328
Arkadios Wealth Advisors
Georgia
$312K -$24.3K -282 -8%
PWP
329
Principle Wealth Partners
Connecticut
$309K
VAG
330
VisionPoint Advisory Group
Texas
$309K +$293K +3,409 New
BAM
331
BTS Asset Management
Massachusetts
$306K +$291K +3,379 New
MC
332
Moors & Cabot
Massachusetts
$306K -$25.8K -300 -8%
CWM
333
CCG Wealth Management
California
$305K
PTC
334
Private Trust Company
Ohio
$303K +$516 +6 +0.2%
TWM
335
Topsail Wealth Management
North Carolina
$300K
BFG
336
Berger Financial Group
Minnesota
$297K
WAM
337
Worth Asset Management
Texas
$296K -$23.7K -275 -8%
BHBT
338
Burke & Herbert Bank & Trust
Virginia
$295K
MCC
339
Money Concepts Capital
Florida
$292K +$278K +3,231 New
HW
340
Hancock Whitney
Mississippi
$292K
IW
341
Instrumental Wealth
Florida
$285K +$265K +3,082 New
BCG
342
Breakwater Capital Group
New Jersey
$282K
APW
343
Austin Private Wealth
Texas
$281K -$12.6K -146 -4%
ACM
344
Absolute Capital Management
Pennsylvania
$277K +$11.4K +132 +5%
CIA
345
Concurrent Investment Advisors
Florida
$274K +$33.9K +394 +15%
CIBC Private Wealth Group
346
CIBC Private Wealth Group
Georgia
$271K -$2.15K -25 -0.8%
WAG
347
Winthrop Advisory Group
Massachusetts
$270K
WP
348
Westmount Partners
California
$268K +$688 +8 +0.3%
CIBC World Market
349
CIBC World Market
Ontario, Canada
$267K
Fisher Asset Management
350
Fisher Asset Management
Washington
$264K

CWB Hedge Fund Activity: Q3 2025 in Review

486 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) for Q3 2025, worth a combined $3.22B — up 22% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CWB positions and 37 closed out — a net gain of 31 holders — while 144 added to existing stakes and 156 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $93M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $17.6M sold.

  • 486 institutional investors held State Street SPDR Bloomberg Convertible Securities ETF (CWB) as of Q3 2025, up from 467 in Q2 2025.
  • Funds reported $3.22B of State Street SPDR Bloomberg Convertible Securities ETF stock for Q3 2025, up 22% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Bloomberg Convertible Securities ETF positions in Q3 2025 and 37 closed out, a net change of +31 holders.
  • The largest State Street SPDR Bloomberg Convertible Securities ETF buyer in Q3 2025 was AssetMark Inc, an estimated $93M added.
  • The largest State Street SPDR Bloomberg Convertible Securities ETF seller in Q3 2025 was Allianz Asset Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2025.