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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

453 hedge funds and large institutions have $2.19B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 169 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+16
Holders Change %
+3.66%
% of All Funds
6.55%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
57
Increased
121
Reduced
169
Closed
38
Calls
$92K
Puts
$15K
Net Calls
+$77K
Net Calls Change
+$524K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$169M
2
HCM
2
Howard Capital Management
Georgia
$28.8M
3
AA
3
ACT Advisors
North Carolina
$16.3M
4
SIA
4
Strategic Investment Advisors
Michigan
$12.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$48.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$45.9M
2
DWM
2
Dakota Wealth Management
Florida
$494K
3
RIM
3
Redwood Investment Management
Arizona
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
EC
5
Elequin Capital
New York
$8.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSMHT
426
Thurston Springer Miller Herd & Titak
Indiana
$16.7K – – –
GFPC
427
Global Financial Private Client
Florida
$16.1K – – –
FDCDDQ
428
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.1K – – –
PK
429
Pflug Koory
Nebraska
$15.5K +$15.5K +202 New
GCM
430
Gables Capital Management
Florida
$15.3K – – –
CA
431
Continuum Advisory
Idaho
$13.8K – – –
CFD
432
Creative Financial Designs
Indiana
$13.6K – – –
BC
433
Barrett & Company
Rhode Island
$12.8K – – –
KIG
434
Kessler Investment Group
Indiana
$12.6K – – –
CSC
435
Caldwell Sutter Capital
California
$11.5K – – –
GWP
436
Gen-Wealth Partners
Michigan
$10.1K – – –
JPWM
437
Jamison Private Wealth Management
Georgia
$9.34K – – –
CAL
438
Capital Analysts LLC
Pennsylvania
$8K -$1.79M -22,384 -100%
RIA
439
Realta Investment Advisors
Delaware
$7.75K -$12.1K -156 -61%
1IA
440
1620 Investment Advisors
Massachusetts
$7.43K – – –
CTC
441
Central Trust Company
Missouri
$7.28K – – –
FFA
442
Founders Financial Alliance
North Carolina
$7.28K – – –
BlackRock
443
BlackRock
New York
$5.21K – – –
TFGT
444
TS Financial Group (TSFG)
Illinois
$5K – – –
TCM
445
TD Capital Management
Tennessee
$4.71K +$76 +1 +2%
NFSG
446
Newbridge Financial Services Group
Florida
$2.87K – – –
VF
447
VitalStone Financial
Texas
$1.99K – – –
FFA
448
Farther Finance Advisors
California
$1.69K – – –
TFA
449
Toth Financial Advisory
Virginia
$1.69K – – –
HI
450
Horizon Investments
North Carolina
$1.22K -$612 -8 -33%
16 17
18
19 20