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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.

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$130M
2
RAG
RIA Advisory Group
Iowa
$0
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$36.5M
4
Deutsche Bank
Deutsche Bank
Germany
$47M
5
NYLIM
New York Life Investment Management
New York
$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTI
476
Laffer Tengler Investments
Tennessee
– -$726K -10,061 Closed
BS
477
Banco Santander
Spain
– -$470K -6,517 Closed
PF
478
Parker Financial
Washington
– -$441K -6,115 Closed
AFG
479
ABLE Financial Group
Arizona
– -$281K -3,888 Closed
PA
480
PFG Advisors
Arizona
– -$257K -3,558 Closed
SSWM
481
Strait & Sound Wealth Management
California
– -$247K -3,500 Closed
WC
482
Waterloo Capital
Texas
– -$232K -3,216 Closed
SWM
483
SeaCrest Wealth Management
New York
– -$224K -3,169 Closed
OBWG
484
Onyx Bridge Wealth Group
New York
– -$214K -2,969 Closed
Koshinski Asset Management
485
Koshinski Asset Management
Illinois
– -$214K -2,968 Closed
WS
486
Wedbush Securities
California
– -$210K -2,906 Closed
ASN
487
Advisory Services Network
Georgia
– -$210K -2,904 Closed
EFS
488
Essex Financial Services
Connecticut
– -$209K -2,898 Closed
FAG
489
Fortitude Advisory Group
Washington
– -$207K -2,868 Closed
CAMG
490
CWA Asset Management Group
Florida
– -$203K -2,818 Closed
BF
491
BOK Financial
Oklahoma
– -$196K -2,710 Closed
GFP
492
Gryphon Financial Partners
Ohio
– -$109K -1,510 Closed
OP
493
ORG Partners
Indiana
– -$53.4K -740 Closed
MSWM
494
McGlone Suttner Wealth Management
Wisconsin
– -$42.8K -593 Closed
TAM
495
Tucker Asset Management
Colorado
– -$24.5K -340 Closed
HT
496
Headlands Technologies
Illinois
– -$16.5K -229 Closed
BSB
497
Bangor Savings Bank
Maine
– -$11K -153 Closed
WT
498
Whittier Trust
California
– -$8.15K -113 Closed
GI
499
Gradient Investments
Minnesota
– -$4.47K -62 Closed
PMFA
500
Plante Moran Financial Advisors
Michigan
– -$2.96K -41 Closed
17 18 19
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