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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

456 hedge funds and large institutions have $2.53B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-54
Holders Change %
-10.59%
% of All Funds
6.2%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
40
Increased
134
Reduced
175
Closed
81
Calls
$230K
Puts
$66.5M
Net Calls
-$66.3M
Net Calls Change
-$66.2M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$103M
2
QC
Quadrature Capital
United Kingdom
$21M
3
Bank of America
Bank of America
North Carolina
$202M
4
Wells Fargo
Wells Fargo
California
$92.9M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$44.8M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$798K
2
OPAM
Ocean Park Asset Management
California
$0
3
GM
GeoWealth Management
Illinois
$92K
4
SIA
Strategic Investment Advisors
Michigan
$0
5
GAG
Goodman Advisory Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
476
BlueCrest Capital Management
Jersey
– -$2.48M -31,851 Closed
State of Tennessee, Department of Treasury
477
State of Tennessee, Department of Treasury
Tennessee
– -$2.29M -29,338 Closed
First Trust Advisors
478
First Trust Advisors
Illinois
– -$1.75M -22,423 Closed
TCMP
479
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$1.63M -20,885 Closed
HIM
480
Hanlon Investment Management
New Jersey
– -$1.6M -20,488 Closed
NL
481
NWAM LLC
Washington
– -$1.52M -19,571 Closed
Jane Street
482
Jane Street
New York
– -$1.41M -18,047 Closed
PCM
483
Prelude Capital Management
New York
– -$1.17M -15,000 Closed
DFCM
484
Dark Forest Capital Management
Puerto Rico
– -$1.14M -14,606 Closed
BCP
485
Blackhawk Capital Partners
Wisconsin
– -$1.04M -13,317 Closed
Calamos Advisors
486
Calamos Advisors
Illinois
– -$1.01M -13,015 Closed
ETC
487
Exchange Traded Concepts
Oklahoma
– -$1.01M -12,975 Closed
AIA
488
Arrow Investment Advisors
Maryland
– -$951K -12,416 Closed
TA
489
TFB Advisors
Kansas
– -$843K -10,823 Closed
TF
490
Trek Financial
Arizona
– -$728K -9,352 Closed
AIM
491
Advyzon Investment Management
Illinois
– -$721K -9,255 Closed
IAA
492
Independent Advisor Alliance
North Carolina
– -$691K -8,871 Closed
NG
493
Norden Group
Utah
– -$648K -8,322 Closed
AG
494
Ascent Group
Virginia
– -$642K -8,245 Closed
DWA
495
Dorsey Wright & Associates
California
– -$581K -7,456 Closed
PI
496
PFG Investments
New York
– -$546K -7,009 Closed
PWG
497
Portside Wealth Group
Utah
– -$486K -6,242 Closed
TW
498
Transform Wealth
Colorado
– -$473K -6,079 Closed
IC
499
Iconiq Capital
California
– -$470K -6,040 Closed
VCM
500
Virtue Capital Management
Tennessee
– -$434K -5,572 Closed
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