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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
$183M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$200M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$124M
4
Allianz Asset Management
Allianz Asset Management
Germany
$53.5M
5
BCI
Brinker Capital Investments
Pennsylvania
$37.6M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$124M
2
FBB
Fulton Breakefield Broenniman
Maryland
$4M
3
HNB
Huntington National Bank
Ohio
$11.6M
4
AA
ACT Advisors
North Carolina
$7.64M
5
EC
Elequin Capital
New York
$218K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
376
Spire Wealth Management
Virginia
$256K +$857 +11 +0.3%
BPA
377
Beacon Pointe Advisors
California
$255K +$156 +2 +0.1%
APW
378
Aurora Private Wealth
New Jersey
$253K -$1.71K -22 -0.7%
BCG
379
Breakwater Capital Group
New Jersey
$252K – – –
ST
380
Sabal Trust
Florida
$251K – – –
SDWMA
381
Schneider Downs Wealth Management Advisors
Pennsylvania
$250K – – –
CCM
382
Crew Capital Management
Ohio
$248K – – –
CP
383
Castleview Partners
Texas
$246K +$246K +3,152 New
P
384
&Partners
Tennessee
$244K +$244K +3,120 New
OIA
385
OneDigital Investment Advisors
Kansas
$242K -$12.5K -161 -5%
QCIG
386
Quad-Cities Investment Group
Iowa
$241K -$857 -11 -0.4%
IA
387
Integrity Alliance
Iowa
$237K +$237K +3,048 New
WWG
388
West Wealth Group
California
$237K +$14.3K +183 +6%
Bank of New York Mellon
389
Bank of New York Mellon
New York
$236K +$236K +3,025 New
WP
390
Westmount Partners
California
$227K +$1.01K +13 +0.4%
BAM
391
Belpointe Asset Management
Nevada
$226K +$1.86K +25 +0.8%
GWM
392
GK Wealth Management
Nevada
$224K +$224K +2,872 New
CCA
393
Cooper Capital Advisors
California
$219K +$219K +2,809 New
EC
394
Elequin Capital
New York
$218K -$8.33M -106,992 -97%
HIS
395
Harvest Investment Services
Illinois
$218K +$2.57K +33 +1%
FNBT
396
FineMark National Bank & Trust
Florida
$215K – – –
SW
397
SlateStone Wealth
Florida
$206K – – –
MFG
398
Merit Financial Group
Georgia
$205K +$205K +2,636 New
SAM
399
Strategy Asset Managers
California
$204K – – –
KP
400
Keel Point
Alabama
$202K +$202K +2,592 New
14 15
16
17 18