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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 %
CAWM
451
Capital A Wealth Management
Pennsylvania
$42.1K +$42.1K +540 New
SR
452
Syntax Research
Florida
$41.8K – – –
SWA
453
SOA Wealth Advisors
New York
$41K +$234 +3 +0.6%
LC
454
Luminist Capital
Michigan
$39.4K +$39.4K +505 New
LJHT
455
Laurie J. Hall Trustee
$39K – – –
SIS
456
Sound Income Strategies
Florida
$38.3K +$2.03K +26 +6%
TSMHT
457
Thurston Springer Miller Herd & Titak
Indiana
$36.8K +$19.9K +254 +117%
CT
458
Colonial Trust
South Carolina
$33.2K – – –
FFA
459
Frazier Financial Advisors
Ohio
$31.2K – – –
MG
460
Mather Group
Illinois
$29.8K – – –
NB
461
NBT Bank
New York
$29.1K – – –
FPF
462
First Pacific Financial
Washington
$28.9K – – –
S
463
SignatureFD
Georgia
$28K +$28K +359 New
RLIM
464
Red Lighthouse Investment Management
New York
$27.3K – – –
BWAM
465
Boyd Watterson Asset Management
Ohio
$27K +$27K +346 New
PA
466
Pineridge Advisors
Missouri
$24.1K – – –
RFG
467
REAP Financial Group
Texas
$22.5K – – –
CPG
468
Cornerstone Planning Group
New Jersey
$22.2K +$640 +8 +3%
TCM
469
Tradewinds Capital Management
Washington
$21.3K – – –
BCMLT
470
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.8K – – –
FPB
471
First PREMIER Bank
South Dakota
$19K – – –
SC
472
Solstein Capital
California
$18.7K – – –
MEG
473
Millstone Evans Group
Colorado
$17.9K +$17.9K +230 New
AIP
474
Ameritas Investment Partners
Nebraska
$17.1K +$156 +2 +0.9%
MWM
475
MGB Wealth Management
Texas
$17.1K – – –
17 18
19
20 21