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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
Barclays
3
Barclays
United Kingdom
$0
4
RIM
4
Redwood Investment Management
Arizona
$0
5
EC
5
Elequin Capital
New York
$8.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
351
McCarthy Asset Management
California
$202K +$202K +2,631 New
SAM
352
Strategy Asset Managers
California
$201K -$82.9K -1,082 -29%
CAM
353
Creekmur Asset Management
Illinois
$197K -$64.9K -847 -25%
NS
354
NBC Securities
Alabama
$191K – – –
BWL
355
Bogart Wealth LLC
Virginia
$184K -$3.52K -46 -2%
BBHC
356
Brown Brothers Harriman & Co
New York
$184K – – –
UCB
357
United Community Bank
South Carolina
$168K – – –
DF
358
Dunhill Financial
United Kingdom
$146K -$20.6K -269 -12%
CFGS
359
Concourse Financial Group Securities
Alabama
$146K +$75.4K +984 +107%
IA
360
IFP Advisors
Florida
$144K -$164K -2,140 -53%
BF
361
BOK Financial
Oklahoma
$138K +$138K +1,810 New
CIAS
362
Capital Investment Advisory Services
North Carolina
$138K – – –
CFB
363
Cullen/Frost Bankers
Texas
$123K – – –
EB
364
Eastern Bank
Massachusetts
$123K +$123K +1,605 New
TCOV
365
Trust Company of Vermont
Vermont
$119K +$119K +1,560 New
HCP
366
Hexagon Capital Partners
Arkansas
$117K – – –
MRCM
367
M&R Capital Management
New Jersey
$115K – – –
OHWP
368
Oak Harbor Wealth Partners
North Carolina
$115K – – –
HBW
369
Hazlett, Burt & Watson
West Virginia
$105K +$3.9K +51 +4%
FNWA
370
Financial Network Wealth Advisors
Utah
$100K +$100K +1,310 New
TF
371
Tompkins Financial
New York
$100K – – –
MA
372
MCF Advisors
Kentucky
$99.6K – – –
AF
373
Advisornet Financial
Minnesota
$96.5K +$230 +3 +0.2%
WT
374
Washington Trust
Rhode Island
$92.8K – – –
OC
375
Oakworth Capital
Alabama
$91.6K +$91.6K +1,196 New
13 14
15
16 17