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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 %
FPB
401
First PREMIER Bank
South Dakota
$18K – – –
SC
402
Solstein Capital
California
$17.3K – – –
MWM
403
MGB Wealth Management
Texas
$16.1K – – –
TSMHT
404
Thurston Springer Miller Herd & Titak
Indiana
$15.7K +$15.7K +217 New
AIP
405
Ameritas Investment Partners
Nebraska
$15.7K – – –
GFPC
406
Global Financial Private Client
Florida
$15.1K – – –
FDCDDQ
407
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.1K – – –
GCM
408
Gables Capital Management
Florida
$14.4K – – –
CFD
409
Creative Financial Designs
Indiana
$12.8K -$4.18K -58 -25%
CA
410
Continuum Advisory
Idaho
$12.6K – – –
ATPW
411
Ashton Thomas Private Wealth
Arizona
$12.3K +$12.3K +170 New
BC
412
Barrett & Company
Rhode Island
$12K – – –
BAM
413
Belpointe Asset Management
Nevada
$12K +$12K +167 New
KIG
414
Kessler Investment Group
Indiana
$11.9K – – –
CTWM
415
Cherry Tree Wealth Management
Minnesota
$10.8K – – –
CSC
416
Caldwell Sutter Capital
California
$10.8K – – –
VFA
417
Values First Advisors
Tennessee
$9.42K +$8.27K +115 +719%
GWP
418
Gen-Wealth Partners
Michigan
$9.37K – – –
JPWM
419
Jamison Private Wealth Management
Georgia
$8.79K – – –
Simplex Trading
420
Simplex Trading
Illinois
$7K -$75.8K -1,126 -92%
1IA
421
1620 Investment Advisors
Massachusetts
$6.99K +$6.99K +97 New
FFA
422
Founders Financial Alliance
North Carolina
$6.85K – – –
CTC
423
Central Trust Company
Missouri
$6.85K – – –
HT
424
Headlands Technologies
Illinois
$5.69K +$5.69K +79 New
TFGT
425
TS Financial Group (TSFG)
Illinois
$5K – – –
15 16
17
18 19