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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

453 hedge funds and large institutions have $2.19B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 169 reducing their positions, and 38 closing their positions.

Holders
453
Holders Change
+16
Holders Change %
+3.66%
% of All Funds
6.55%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
57
Increased
121
Reduced
169
Closed
38
Calls
$92K
Puts
$15K
Net Calls
+$77K
Net Calls Change
+$524K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$169M
2
HCM
2
Howard Capital Management
Georgia
$28.8M
3
AA
3
ACT Advisors
North Carolina
$16.3M
4
SIA
4
Strategic Investment Advisors
Michigan
$12.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$48.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$45.9M
2
DWM
2
Dakota Wealth Management
Florida
$494K
3
Barclays
3
Barclays
United Kingdom
$0
4
RIM
4
Redwood Investment Management
Arizona
$0
5
EC
5
Elequin Capital
New York
$8.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$17.3M 225,999 +19,338 +9%
Nomura Asset Management
27
Nomura Asset Management
Japan
$17.2M 224,987 – –
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$17M 221,886 +3,697 +2%
RWA
29
River Wealth Advisors
Pennsylvania
$16.6M 216,468 +2,950 +1%
AA
30
ACT Advisors
North Carolina
$16.3M 212,680 +212,680 New
XF
31
XML Financial
Maryland
$16.1M 210,281 +9,190 +5%
WPW
32
Waldron Private Wealth
Pennsylvania
$15.6M 203,494 -3,589 -2%
Truist Financial
33
Truist Financial
North Carolina
$15M 196,010 +3,602 +2%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$14.5M 189,801 -43 -0%
MML Investors Services
35
MML Investors Services
Massachusetts
$14.5M 189,422 +62,149 +49%
Stifel Financial
36
Stifel Financial
Missouri
$13.4M 174,821 +11,297 +7%
BRWA
37
B. Riley Wealth Advisors
Florida
$12.6M 164,784 -21,610 -12%
SIA
38
Strategic Investment Advisors
Michigan
$12.3M 160,849 +160,849 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$11.8M 154,598 -4,724 -3%
HNB
40
Huntington National Bank
Ohio
– – – –
GAG
41
Goodman Advisory Group
Massachusetts
$11.6M 151,887 -2,266 -1%
PWM
42
Paulson Wealth Management
Illinois
$10.8M 141,408 +7,581 +6%
PBF
43
Petix & Botte Financial
California
$10.4M 135,863 +2,109 +2%
ANTB
44
AMG National Trust Bank
Colorado
$9.62M 125,606 -665 -0.5%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$9.53M 124,393 +43,263 +53%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$9.26M 120,893 +20,878 +21%
OC
47
Oppenheimer & Co
New York
$9.23M 120,539 -428 -0.4%
MWM
48
Modera Wealth Management
New Jersey
$9.03M 117,963 -4,017 -3%
NAM
49
NTV Asset Management
West Virginia
$8.78M 114,683 -800 -0.7%
Creative Planning
50
Creative Planning
Kansas
$8.6M 112,236 +605 +0.5%
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