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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 %
BlackRock
426
BlackRock
New York
$4.9K -$360 -5 -7%
CP
427
Castleview Partners
Texas
$4.54K -$7.71K -107 -63%
TCM
428
TD Capital Management
Tennessee
$4.42K – – –
SFA
429
Semmax Financial Advisors
North Carolina
$4.13K +$4.13K +57 New
HFA
430
Hershey Financial Advisers
Pennsylvania
$3.75K +$3.75K +52 New
NFSG
431
Newbridge Financial Services Group
Florida
$2.69K – – –
VF
432
VitalStone Financial
Texas
$1.87K -$721 -10 -28%
HI
433
Horizon Investments
North Carolina
$1.73K -$6.54K -91 -79%
TFA
434
Toth Financial Advisory
Virginia
$1.59K – – –
AFWM
435
Abich Financial Wealth Management
Virginia
$1.59K – – –
FFA
436
Farther Finance Advisors
California
$1.58K – – –
T
437
Tidemark
California
$432 -$13.3K -185 -97%
FHC
438
First Heartland Consultants
Missouri
$405 +$134 +1,867 +50%
OLVIG
439
Oliver Lagore Vanvalin Investment Group
Michigan
$216 – – –
TRCT
440
Tower Research Capital (TRC)
New York
$144 -$83.2K -1,155 -100%
DFA
441
DHJJ Financial Advisors
Illinois
$73 – – –
AA
442
ACT Advisors
North Carolina
– -$16.2M -221,651 Closed
LAS
443
Lloyd Advisory Services
Georgia
– -$12.9M -211,450 Closed
AP
444
Advisors Preferred
Maryland
– -$14.6M -200,560 Closed
B
445
Barings
North Carolina
– -$9.99M -136,798 Closed
Capstone Investment Advisors
446
Capstone Investment Advisors
New York
– -$9.5M -130,101 Closed
SIM
447
SSI Investment Management
California
– -$5.4M -73,866 Closed
ES
448
Eagle Strategies
New York
– -$5.16M -70,696 Closed
BCM
449
BlueCrest Capital Management
Jersey
– -$4.32M -59,190 Closed
FCC
450
Florin Court Capital
United Kingdom
– -$3.82M -52,300 Closed
16 17
18
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