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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 %
USB
426
Union Savings Bank
Connecticut
$86.8K – – –
PSFG
427
Park Square Financial Group
Georgia
$86.5K +$86.5K +1,111 New
MSG
428
Main Street Group
Virginia
$82.4K +$234 +3 +0.3%
AF
429
Advisornet Financial
Minnesota
$81.8K -$16.2K -208 -17%
FFWM
430
Future Financial Wealth Management
Ohio
$77.9K – – –
OSAM
431
O'Shaughnessy Asset Management
Connecticut
$71.2K – – –
FNWA
432
Financial Network Wealth Advisors
Utah
$68.6K -$33.4K -429 -33%
FHA
433
First Horizon Advisors
Tennessee
$64.4K +$156 +2 +0.2%
Franklin Resources
434
Franklin Resources
California
$64.2K – – –
PA
435
Parallel Advisors
California
$62.5K – – –
ACA
436
Aptus Capital Advisors
Alabama
$60.6K – – –
AIA
437
Armor Investment Advisors
North Carolina
$60.4K – – –
AWM
438
Atticus Wealth Management
Florida
$58.4K +$467 +6 +0.8%
SSB
439
Sandy Spring Bank
Maryland
$54.5K – – –
SAM
440
S.A. Mason
Michigan
$54.5K – – –
CWC
441
Carolinas Wealth Consulting
North Carolina
$54.5K – – –
IBOK
442
Independence Bank of Kentucky
Kentucky
$51.4K – – –
RF
443
Robbins Farley
New Hampshire
$50.2K +$312 +4 +0.6%
ANBT
444
American National Bank & Trust
Texas
$46.2K -$13.1K -168 -22%
FWM
445
FLP Wealth Management
Arkansas
$45.2K +$45.2K +580 New
RF
446
Roxbury Financial
New Jersey
$44.9K +$44.9K +547 New
AWM
447
Avior Wealth Management
Nebraska
$44.4K – – –
SMA
448
Sage Mountain Advisors
Georgia
$44.3K – – –
CAS
449
Coppell Advisory Solutions
Texas
$43.2K -$6.41K -82 -13%
FRA
450
Front Row Advisors
California
$42.1K – – –
16 17
18
19 20