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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 %
HI
501
Horizon Investments
North Carolina
$3.35K +$2.1K +27 +169%
NFSG
502
Newbridge Financial Services Group
Florida
$2.94K +$77 +1 +3%
ME
503
McIlrath & Eck
Washington
$1.95K +$1.95K +25 New
FFA
504
Farther Finance Advisors
California
$1.71K – – –
TFA
505
Toth Financial Advisory
Virginia
$1.71K – – –
CFFP
506
Center for Financial Planning
Michigan
$1.56K +$1.56K +20 New
VFA
507
Values First Advisors
Tennessee
$1.24K – – –
DWM
508
Darwin Wealth Management
Florida
$467 – – –
TRCT
509
Tower Research Capital (TRC)
New York
$389 -$21.9K -282 -98%
OLVIG
510
Oliver Lagore Vanvalin Investment Group
Michigan
$234 – – –
NS
511
NBC Securities
Alabama
$194 -$242K -2,498 -100%
DFA
512
DHJJ Financial Advisors
Illinois
$78 – – –
RL
513
Retireful LLC
Michigan
– -$4.36M -56,951 Closed
ACP
514
Aveo Capital Partners
Colorado
– -$3.93M -51,343 Closed
SW
515
Simplicity Wealth
New Jersey
– -$1.26M -16,443 Closed
FCMA
516
Foresight Capital Management Advisors
Michigan
– -$991K -12,944 Closed
DAS
517
Dynamic Advisor Solutions
Arizona
– -$888K -11,594 Closed
BAM
518
BTS Asset Management
Massachusetts
– -$659K -8,607 Closed
CWM
519
Connecticut Wealth Management
Connecticut
– -$543K -7,095 Closed
ONST
520
Old North State Trust
North Carolina
– -$427K -5,577 Closed
Qube Research & Technologies (QRT)
521
Qube Research & Technologies (QRT)
United Kingdom
– -$389K -5,083 Closed
ARC
522
Advisor Resource Council
Texas
– -$348K -4,539 Closed
FHC
523
First Heartland Consultants
Missouri
– -$339K -4,426 Closed
BCM
524
Beaumont Capital Management
Massachusetts
– -$315K -4,109 Closed
SF
525
Synovus Financial
Georgia
– -$287K -3,746 Closed
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