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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.

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

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$124M
2
FBB
Fulton Breakefield Broenniman
Maryland
$4M
3
HNB
Huntington National Bank
Ohio
$11.6M
4
AA
ACT Advisors
North Carolina
$7.64M
5
EC
Elequin Capital
New York
$218K
Name Holding Trade Value Shares
Change 		Shares
Change %
1L
476
10Elms LLP
Oklahoma
$16.7K +$16.7K +215 New
GFPC
477
Global Financial Private Client
Florida
$16.4K – – –
FDCDDQ
478
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.4K – – –
PK
479
Pflug Koory
Nebraska
$15.7K – – –
GCM
480
Gables Capital Management
Florida
$15.6K – – –
CFD
481
Creative Financial Designs
Indiana
$13.9K – – –
CA
482
Continuum Advisory
Idaho
$13.6K – – –
BC
483
Barrett & Company
Rhode Island
$13K – – –
KIG
484
Kessler Investment Group
Indiana
$12.9K – – –
CSC
485
Caldwell Sutter Capital
California
$11.7K – – –
GWP
486
Gen-Wealth Partners
Michigan
$10.1K – – –
OP
487
ORG Partners
Indiana
$8.57K -$49.1K -630 -85%
CAL
488
Capital Analysts LLC
Pennsylvania
$8K – – –
RIA
489
Realta Investment Advisors
Delaware
$7.9K – – –
1IA
490
1620 Investment Advisors
Massachusetts
$7.56K – – –
FFA
491
Founders Financial Alliance
North Carolina
$7.46K +$78 +1 +1%
CTC
492
Central Trust Company
Missouri
$7.4K – – –
Q1WB
493
Quest 10 Wealth Builders
Virginia
$7.32K +$7.32K +94 New
BNP Paribas Financial Markets
494
BNP Paribas Financial Markets
France
$5.61K -$1.93M -24,832 -100%
BlackRock
495
BlackRock
New York
$5.3K – – –
KIM
496
Kestra Investment Management
Texas
$5.14K +$5.14K +66 New
TFGT
497
TS Financial Group (TSFG)
Illinois
$5K – – –
TCM
498
TD Capital Management
Tennessee
$4.83K – – –
FLP
499
Financial Life Planners
Arizona
$4.75K +$4.75K +61 New
AA
500
Ancora Advisors
Ohio
$4.28K -$26.7K -343 -86%
18 19
20
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