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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

454 hedge funds and large institutions have $2.6B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 123 increasing their positions, 180 reducing their positions, and 36 closing their positions.

Holders
454
Holders Change
-2
Holders Change %
-0.44%
% of All Funds
6.1%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
45
Increased
123
Reduced
180
Closed
36
Calls
$339K
Puts
$223K
Net Calls
+$116K
Net Calls Change
+$66.4M

Top Buyers

1
GAG
1
Goodman Advisory Group
Massachusetts
$41.2M
2
LPL Financial
2
LPL Financial
California
$117M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$10.8M
4
Wells Fargo
4
Wells Fargo
California
$110M
5
EC
5
Elequin Capital
New York
$7.15M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$37.7M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$17.6M
3
QC
3
Quadrature Capital
United Kingdom
$3.96M
4
Deutsche Bank
4
Deutsche Bank
Germany
$34.9M
5
EC
5
Estate Counselors
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
26
River Wealth Advisors
Pennsylvania
$19.1M 230,973 +6,240 +3%
Osaic Holdings
27
Osaic Holdings
Arizona
$18.8M 240,092 +24,900 +12%
WWA
28
Wealth Watch Advisors
Colorado
$18.4M 222,502 -2,539 -1%
Allianz Asset Management
29
Allianz Asset Management
Germany
$17.6M 212,700 -366,100 -63%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$17M 205,107 +61,779 +43%
WPW
31
Waldron Private Wealth
Pennsylvania
$16.6M 200,274 -1,146 -0.6%
XF
32
XML Financial
Maryland
$15.9M 192,673 -16,703 -8%
Stifel Financial
33
Stifel Financial
Missouri
$15.5M 187,070 +43,729 +31%
GC
34
Guggenheim Capital
Illinois
$15.2M 184,095 -31,457 -15%
FCC
35
Florin Court Capital
United Kingdom
$14M 169,695 +8,718 +5%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$12.9M 156,413 +934 +0.6%
MWM
37
Modera Wealth Management
New Jersey
$11.9M 143,998 +26,144 +22%
PWM
38
Paulson Wealth Management
Illinois
$11.9M 143,546 +1,630 +1%
OC
39
Oppenheimer & Co
New York
$11.1M 133,952 +8,366 +7%
Capstone Investment Advisors
40
Capstone Investment Advisors
New York
$10.8M 130,801 +130,801 New
HNB
41
Huntington National Bank
Ohio
– – – –
FWA
42
FSC Wealth Advisors
New York
$10.2M 123,569 +468 +0.4%
FTA
43
Financial & Tax Architects
Missouri
$10.1M 122,431 +1,760 +1%
LAM
44
Lifestyle Asset Management
Texas
$9.5M 114,878 +11,649 +11%
ANTB
45
AMG National Trust Bank
Colorado
$9.43M 114,047 -9,025 -7%
ML
46
McAdam LLC
Pennsylvania
$9.16M 110,856 +3,868 +4%
KWM
47
Kingsview Wealth Management
Oregon
$9.16M 110,797 -506 -0.5%
NAM
48
NTV Asset Management
West Virginia
$8.91M 107,753 -1,750 -2%
Nomura Asset Management
49
Nomura Asset Management
Japan
$8.74M 105,677 – –
AFS
50
Anderson Financial Strategies
Ohio
$8.17M 98,775 -3,906 -4%
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