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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.

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
1
Howard Capital Management
Georgia
$183M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$200M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$124M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$53.5M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$37.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$124M
2
FBB
2
Fulton Breakefield Broenniman
Maryland
$4M
3
HNB
3
Huntington National Bank
Ohio
$11.6M
4
AA
4
ACT Advisors
North Carolina
$7.64M
5
EC
5
Elequin Capital
New York
$218K
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$20.9M 268,919 +268,919 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$20.1M 258,014 -27,443 -10%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$18.8M 241,942 +15,943 +7%
GM
29
GeoWealth Management
Illinois
$18.1M 231,829 +222,683 +2,435%
WWA
30
Wealth Watch Advisors
Colorado
$18M 231,611 +231,611 New
RWA
31
River Wealth Advisors
Pennsylvania
$17.3M 222,448 +5,980 +3%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$17.2M 220,966 -920 -0.4%
Nomura Asset Management
33
Nomura Asset Management
Japan
$17M 218,887 -6,100 -3%
GC
34
Guggenheim Capital
Illinois
$16.8M 215,190 -30,345 -12%
XF
35
XML Financial
Maryland
$16.4M 210,085 -196 -0.1%
Truist Financial
36
Truist Financial
North Carolina
$16M 205,465 +9,455 +5%
WPW
37
Waldron Private Wealth
Pennsylvania
$16M 205,316 +1,822 +0.9%
Stifel Financial
38
Stifel Financial
Missouri
$15.2M 194,807 +19,986 +11%
MML Investors Services
39
MML Investors Services
Massachusetts
$14.8M 189,481 +59 +0%
SIA
40
Strategic Investment Advisors
Michigan
$14M 179,758 +18,909 +12%
Renaissance Technologies
41
Renaissance Technologies
New York
$13.3M 170,800 -56,200 -25%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$12.7M 162,709 +41,816 +35%
GAG
43
Goodman Advisory Group
Massachusetts
$12.5M 160,760 +8,873 +6%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$12.1M 154,747 +149 +0.1%
HNB
45
Huntington National Bank
Ohio
– – – –
AWS
46
Atria Wealth Solutions
New York
$11.3M 144,806 +102,652 +244%
PWM
47
Paulson Wealth Management
Illinois
$10.8M 138,259 -3,149 -2%
BRWA
48
B. Riley Wealth Advisors
Florida
$10.6M 135,493 -29,291 -18%
FWA
49
FSC Wealth Advisors
New York
$9.77M 125,496 +90,018 +254%
ANTB
50
AMG National Trust Bank
Colorado
$9.64M 123,376 -2,230 -2%
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