CWB icon

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 %
RIA
426
Realta Investment Advisors
Delaware
$18.6K +$18.6K +255 New
TSWM
427
Tyler-Stone Wealth Management
Ohio
$18.4K +$146 +2 +0.8%
CWA
428
Core Wealth Advisors
Florida
$18.3K – – –
PCA
429
Providence Capital Advisors
North Carolina
$18.3K – – –
FPB
430
First PREMIER Bank
South Dakota
$18K – – –
SC
431
Solstein Capital
California
$17.5K – – –
CFD
432
Creative Financial Designs
Indiana
$17.2K – – –
MWM
433
MGB Wealth Management
Texas
$16K – – –
AIP
434
Ameritas Investment Partners
Nebraska
$15.8K +$73 +1 +0.5%
FDCDDQ
435
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.3K – – –
GFPC
436
Global Financial Private Client
Florida
$15.3K – – –
PK
437
Pflug Koory
Nebraska
$14.8K – – –
IGWM
438
ICA Group Wealth Management
Colorado
$14.6K -$17.2K -235 -54%
GCM
439
Gables Capital Management
Florida
$14.6K – – –
T
440
Tidemark
California
$14K -$10.7K -147 -43%
CA
441
Continuum Advisory
Idaho
$12.5K +$12.5K +175 New
CP
442
Castleview Partners
Texas
$12.4K -$1.9K -26 -13%
BC
443
Barrett & Company
Rhode Island
$12.2K – – –
KIG
444
Kessler Investment Group
Indiana
$12.1K – – –
CTWM
445
Cherry Tree Wealth Management
Minnesota
$11K – – –
CSC
446
Caldwell Sutter Capital
California
$11K – – –
OSAM
447
O'Shaughnessy Asset Management
Connecticut
$10.7K – – –
GWP
448
Gen-Wealth Partners
Michigan
$9.5K +$9.5K +130 New
JPWM
449
Jamison Private Wealth Management
Georgia
$8.91K – – –
HI
450
Horizon Investments
North Carolina
$8.38K +$6.7K +92 +400%
16 17
18
19 20