CWB icon

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
+$154M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$151M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$114M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$53.5M
5
BCI
Brinker Capital Investments
Pennsylvania
+$37.3M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$48.1M
2
FBB
Fulton Breakefield Broenniman
Maryland
-$21.7M
3
HNB
Huntington National Bank
Ohio
-$11.8M
4
AA
ACT Advisors
North Carolina
-$8.93M
5
EC
Elequin Capital
New York
-$8.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTFG
351
Capstone Triton Financial Group
Oklahoma
$303K – – –
CF
352
Centaurus Financial
California
$301K -$4.06K -52 -1%
FCI
353
Financial Counselors Inc
Kansas
$297K -$56.1K -720 -16%
LSWP
354
Liberty Square Wealth Partners
Pennsylvania
$295K +$295K +3,626 New
CMS
355
Capital Market Strategies
Florida
$287K – – –
TPWA
356
TRUE Private Wealth Advisors
Oregon
$286K -$1.09K -14 -0.4%
AAS
357
Avantax Advisory Services
Texas
$283K +$49.4K +634 +21%
PPP
358
Private Portfolio Partners
New Jersey
$279K -$17.9K -230 -6%
WAP
359
Wealthcare Advisory Partners
Pennsylvania
$279K +$279K +3,582 New
KPWS
360
Kestra Private Wealth Services
Texas
$274K +$31.7K +407 +13%
Lido Advisors
361
Lido Advisors
California
$274K -$592K -7,596 -68%
BFO
362
Boston Family Office
Massachusetts
$273K – – –
FWM
363
Focused Wealth Management
New York
$273K -$51.8K -665 -16%
BTWM
364
Baker Tilly Wealth Management
Wisconsin
$268K +$15K +193 +6%
ACM
365
Absolute Capital Management
Pennsylvania
$268K +$268K +3,431 New
IAIM
366
International Assets Investment Management
Florida
$268K +$268K +3,431 New
PCWA
367
Pacific Capital Wealth Advisors
California
$267K +$701 +9 +0.3%
PWP
368
Principle Wealth Partners
Connecticut
$266K -$13.6K -174 -5%
BHBT
369
Burke & Herbert Bank & Trust
Virginia
$264K – – –
CWM
370
CCG Wealth Management
California
$263K – – –
TW
371
Trajan Wealth
Arizona
$260K -$27K -347 -9%
LFAS
372
Level Four Advisory Services
Texas
$259K -$9.35K -120 -3%
BFG
373
Berger Financial Group
Minnesota
$259K -$27.2K -349 -9%
TWM
374
Topsail Wealth Management
North Carolina
$259K +$259K +3,320 New
VPP
375
Vertex Planning Partners
Illinois
$258K +$40.9K +525 +19%
13 14
15
16 17