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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

464 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 171 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+7
Holders Change %
+1.53%
% of All Funds
6.73%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
51
Increased
138
Reduced
171
Closed
37
Calls
$1.19M
Puts
$716K
Net Calls
+$475K
Net Calls Change
-$1.36M

Top Buyers

1
Jane Street
Jane Street
New York
$24.2M
2
AA
ACT Advisors
North Carolina
$16.2M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$20.4M
4
LAS
Lloyd Advisory Services
Georgia
$12.9M
5
OPAM
Ocean Park Asset Management
California
$41.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$130M
2
RAG
RIA Advisory Group
Iowa
$0
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$36.5M
4
Deutsche Bank
Deutsche Bank
Germany
$47M
5
NYLIM
New York Life Investment Management
New York
$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
376
Cambridge Trust
Massachusetts
$110K – – –
OHWP
377
Oak Harbor Wealth Partners
North Carolina
$110K – – –
MA
378
MCF Advisors
Kentucky
$107K +$12.2K +167 +13%
FIM
379
Fernwood Investment Management
Massachusetts
$102K +$102K +1,400 New
HBW
380
Hazlett, Burt & Watson
West Virginia
$97K +$1.54K +21 +2%
TF
381
Tompkins Financial
New York
$95.5K – – –
AF
382
Advisornet Financial
Minnesota
$91.5K +$146 +2 +0.2%
Simplex Trading
383
Simplex Trading
Illinois
$89K +$55.3K +764 +164%
WT
384
Washington Trust
Rhode Island
$88.5K – – –
TRCT
385
Tower Research Capital (TRC)
New York
$84.5K +$64.7K +886 +327%
CFGS
386
Concourse Financial Group Securities
Alabama
$81.9K – – –
USB
387
Union Savings Bank
Connecticut
$81.4K – – –
ANBT
388
American National Bank & Trust
Texas
$77.5K – – –
AssetMark Inc
389
AssetMark Inc
California
$75.7K – – –
FFWM
390
Future Financial Wealth Management
Ohio
$73K +$73K +1,000 New
GAG
391
Goodman Advisory Group
Massachusetts
$70K -$10.9M -149,677 -99%
AWM
392
Ameliora Wealth Management
Switzerland
$65.7K – – –
TFA
393
Transamerica Financial Advisors
Florida
$63K -$13.3K -182 -17%
FHA
394
First Horizon Advisors
Tennessee
$60.1K +$43.9K +600 +270%
DZ Bank
395
DZ Bank
Germany
$60K – – –
ACA
396
Aptus Capital Advisors
Alabama
$58.5K +$36.5K +500 +166%
AIA
397
Armor Investment Advisors
North Carolina
$56.6K – – –
PA
398
Parallel Advisors
California
$55.7K +$3.36K +46 +6%
RF
399
Robbins Farley
New Hampshire
$53.6K – – –
CWC
400
Carolinas Wealth Consulting
North Carolina
$51.1K – – –
14 15
16
17 18