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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

437 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 114 increasing their positions, 186 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-27
Holders Change %
-5.82%
% of All Funds
6.36%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.13%
New
30
Increased
114
Reduced
186
Closed
47
Calls
$346K
Puts
$793K
Net Calls
-$447K
Net Calls Change
-$922K

Top Buyers

1
RIM
1
Redwood Investment Management
Arizona
$18.5M
2
EC
2
Elequin Capital
New York
$19.9M
3
GAG
3
Goodman Advisory Group
Massachusetts
$11.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$15.7M
5
EC
5
Estate Counselors
Wisconsin
$7.92M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$3.71M
2
AA
2
ACT Advisors
North Carolina
$0
3
Jane Street
3
Jane Street
New York
$7.93M
4
GM
4
GeoWealth Management
Illinois
$1.89M
5
AP
5
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SR
376
Syntax Research
Florida
$38.7K -$6.13K -85 -14%
SWA
377
SOA Wealth Advisors
New York
$37.5K +$144 +2 +0.4%
LJHT
378
Laurie J. Hall Trustee
$36K – – –
SIS
379
Sound Income Strategies
Florida
$33.6K – – –
CT
380
Colonial Trust
South Carolina
$30.7K – – –
AWM
381
Ameliora Wealth Management
Switzerland
$28.8K -$36K -500 -56%
FFA
382
Frazier Financial Advisors
Ohio
$28.7K – – –
AA
383
Ancora Advisors
Ohio
$28.7K – – –
MG
384
Mather Group
Illinois
$28.5K +$584 +8 +2%
HI
385
Harbour Investments
Wisconsin
$27.7K – – –
FPF
386
First Pacific Financial
Washington
$26.7K – – –
RLIM
387
Red Lighthouse Investment Management
New York
$25.3K – – –
CA
388
Clearstead Advisors
Ohio
$25.1K +$25.1K +349 New
PA
389
Pineridge Advisors
Missouri
$22.3K – – –
RFG
390
REAP Financial Group
Texas
$21.7K -$721 -10 -3%
PCMC
391
Planning Capital Management Corporation
Pennsylvania
$21.6K – – –
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$20.4K – – –
HGERS
393
Householder Group Estate & Retirement Specialist
Arizona
$20K +$20K +281 New
TCM
394
Tradewinds Capital Management
Washington
$19.7K – – –
CPG
395
Cornerstone Planning Group
New Jersey
$19.5K +$71 +1 +0.4%
BCMLT
396
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.2K – – –
VAG
397
VisionPoint Advisory Group
Texas
$18.7K – – –
RIA
398
Realta Investment Advisors
Delaware
$18.4K +$72 +1 +0.4%
TSWM
399
Tyler-Stone Wealth Management
Ohio
$18.2K – – –
PCA
400
Providence Capital Advisors
North Carolina
$18K – – –
14 15
16
17 18