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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

437 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 114 increasing their positions, 186 reducing their positions, and 47 closing their positions.

Holders
437
Holders Change
-27
Holders Change %
-5.82%
% of All Funds
6.36%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.13%
New
30
Increased
114
Reduced
186
Closed
47
Calls
$346K
Puts
$793K
Net Calls
-$447K
Net Calls Change
-$922K

Top Buyers

1
RIM
1
Redwood Investment Management
Arizona
$18.5M
2
EC
2
Elequin Capital
New York
$19.9M
3
GAG
3
Goodman Advisory Group
Massachusetts
$11.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$15.7M
5
EC
5
Estate Counselors
Wisconsin
$7.92M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$3.71M
2
AA
2
ACT Advisors
North Carolina
$0
3
Jane Street
3
Jane Street
New York
$7.93M
4
GM
4
GeoWealth Management
Illinois
$1.89M
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$16.2M 225,266 -45,729 -17%
Nomura Asset Management
27
Nomura Asset Management
Japan
$16.2M 224,987 -31,470 -12%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$15.7M 218,189 +93,832 +75%
RWA
29
River Wealth Advisors
Pennsylvania
$15.4M 213,518 +888 +0.4%
WPW
30
Waldron Private Wealth
Pennsylvania
$14.9M 207,083 -1,811 -0.9%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$14.9M 206,661 -12,725 -6%
XF
32
XML Financial
Maryland
$14.5M 201,091 +6,962 +4%
Truist Financial
33
Truist Financial
North Carolina
$13.9M 192,408 -37,259 -16%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$13.7M 189,844 +19,527 +11%
BRWA
35
B. Riley Wealth Advisors
Florida
$13.4M 186,394 -78,958 -30%
Stifel Financial
36
Stifel Financial
Missouri
$11.8M 163,524 -3,392 -2%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$11.5M 159,322 -1,109 -0.7%
HNB
38
Huntington National Bank
Ohio
– – – –
GAG
39
Goodman Advisory Group
Massachusetts
$11.1M 154,153 +153,196 +16,008%
DJSG
40
D.J. St. Germain
Massachusetts
$11M 152,289 -36,008 -19%
PWM
41
Paulson Wealth Management
Illinois
$9.64M 133,827 +2,161 +2%
PBF
42
Petix & Botte Financial
California
$9.64M 133,754 +66,710 +100%
Renaissance Technologies
43
Renaissance Technologies
New York
$9.37M 130,000 +10,100 +8%
MML Investors Services
44
MML Investors Services
Massachusetts
$9.17M 127,273 -4,218 -3%
ML
45
McAdam LLC
Pennsylvania
$9.12M 126,502 +4,551 +4%
ANTB
46
AMG National Trust Bank
Colorado
$9.1M 126,271 +5,857 +5%
MWM
47
Modera Wealth Management
New Jersey
$8.79M 121,980 -2,376 -2%
OC
48
Oppenheimer & Co
New York
$8.72M 120,967 +5,760 +5%
NAM
49
NTV Asset Management
West Virginia
$8.32M 115,483 -103 -0.1%
HH
50
Hilltop Holdings
Texas
$8.32M 115,410 -23,815 -17%
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