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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 %
IPW
451
Impact Partnership Wealth
Georgia
$7.74K – – –
CTC
452
Central Trust Company
Missouri
$6.94K – – –
FFA
453
Founders Financial Alliance
North Carolina
$6.94K – – –
VL
454
Vima LLC
Michigan
$5.37K – – –
BlackRock
455
BlackRock
New York
$5.33K – – –
TFGT
456
TS Financial Group (TSFG)
Illinois
$5K – – –
LWCFA
457
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.76K +$4.76K +68 New
TCM
458
TD Capital Management
Tennessee
$4.46K +$4.46K +61 New
VF
459
VitalStone Financial
Texas
$3K -$1.08K -13 -27%
NFSG
460
Newbridge Financial Services Group
Florida
$2.71K – – –
TFA
461
Toth Financial Advisory
Virginia
$1.61K – – –
AFWM
462
Abich Financial Wealth Management
Virginia
$1.61K – – –
FFA
463
Farther Finance Advisors
California
$1.6K -$2.04K -28 -56%
VFA
464
Values First Advisors
Tennessee
$1.15K – – –
FMII
465
Farmers & Merchants Investments Inc
Nebraska
$730 -$146 -2 -17%
OLVIG
466
Oliver Lagore Vanvalin Investment Group
Michigan
$219 – – –
DFA
467
DHJJ Financial Advisors
Illinois
$74 – – –
RAG
468
RIA Advisory Group
Iowa
– -$74.1M -811,304 Closed
MSL
469
Mackay Shields LLC
New York
– -$4.75M -65,864 Closed
Calamos Advisors
470
Calamos Advisors
Illinois
– -$4.15M -57,555 Closed
OMC
471
Old Mission Capital
Illinois
– -$1.97M -27,311 Closed
CCM
472
Crabel Capital Management
California
– -$1.63M -22,553 Closed
OMC
473
Overbrook Management Corp
New York
– -$1.19M -16,554 Closed
PP
474
Pegasus Partners
Wisconsin
– -$864K -11,980 Closed
Victory Capital Management
475
Victory Capital Management
Texas
– -$749K -10,381 Closed
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