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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.

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
1
Jane Street
New York
$24.2M
2
AA
2
ACT Advisors
North Carolina
$16.2M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$20.4M
4
LAS
4
Lloyd Advisory Services
Georgia
$12.9M
5
OPAM
5
Ocean Park Asset Management
California
$41.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$130M
2
RAG
2
RIA Advisory Group
Iowa
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$36.5M
4
Deutsche Bank
4
Deutsche Bank
Germany
$47M
5
NYLIM
5
New York Life Investment Management
New York
$67.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$18M 265,352 +84,947 +47%
GM
27
GeoWealth Management
Illinois
$17.1M 233,900 +71,933 +44%
GC
28
Guggenheim Capital
Illinois
$17M 232,111 -6,922 -3%
Truist Financial
29
Truist Financial
North Carolina
$16.8M 229,667 +15,182 +7%
AA
30
ACT Advisors
North Carolina
$16.2M 221,651 +221,651 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$16M 219,386 -2,506 -1%
RWA
32
River Wealth Advisors
Pennsylvania
$15.5M 212,630 +5,002 +2%
WPW
33
Waldron Private Wealth
Pennsylvania
$15.3M 208,894 -11,818 -5%
AllianceBernstein
34
AllianceBernstein
Tennessee
$14.8M 203,165 -300 -0.1%
AP
35
Advisors Preferred
Maryland
$14.6M 200,560 +145,433 +264%
XF
36
XML Financial
Maryland
$14.2M 194,129 +7,569 +4%
DJSG
37
D.J. St. Germain
Massachusetts
$13.8M 188,297 -2,420 -1%
LAS
38
Lloyd Advisory Services
Georgia
$12.9M 211,450 +211,450 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$12.4M 170,317 +2,881 +2%
Stifel Financial
40
Stifel Financial
Missouri
$12.2M 166,916 +11,600 +7%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$11.7M 160,431 -6,325 -4%
HNB
42
Huntington National Bank
Ohio
– – – –
Allianz Asset Management
43
Allianz Asset Management
Germany
$11.4M 155,700 -44,900 -22%
HH
44
Hilltop Holdings
Texas
$10.2M 139,225 +1,200 +0.9%
B
45
Barings
North Carolina
$9.99M 136,798 – –
PWM
46
Paulson Wealth Management
Illinois
$9.62M 131,666 +6,394 +5%
MML Investors Services
47
MML Investors Services
Massachusetts
$9.6M 131,491 -11,607 -8%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$9.6M 131,423 +7,960 +6%
Capstone Investment Advisors
49
Capstone Investment Advisors
New York
$9.5M 130,101 +23,000 +21%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$9.08M 124,357 -31,052 -20%
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