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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

454 hedge funds and large institutions have $2.6B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 123 increasing their positions, 180 reducing their positions, and 36 closing their positions.

Holders
454
Holders Change
-2
Holders Change %
-0.44%
% of All Funds
6.1%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
45
Increased
123
Reduced
180
Closed
36
Calls
$339K
Puts
$223K
Net Calls
+$116K
Net Calls Change
+$66.4M

Top Buyers

1
GAG
1
Goodman Advisory Group
Massachusetts
$41.2M
2
LPL Financial
2
LPL Financial
California
$117M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$10.8M
4
Wells Fargo
4
Wells Fargo
California
$110M
5
EC
5
Elequin Capital
New York
$7.15M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$37.7M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$17.6M
3
QC
3
Quadrature Capital
United Kingdom
$3.96M
4
Deutsche Bank
4
Deutsche Bank
Germany
$34.9M
5
EC
5
Estate Counselors
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$7.83M 94,772 -4,161 -4%
WCM
52
Windsor Capital Management
Arizona
$7.76M 93,904 -2,734 -3%
SPIA
53
Steward Partners Investment Advisory
New York
$7.58M 91,718 +695 +0.8%
PBF
54
Petix & Botte Financial
California
$7.42M 89,742 -5,576 -6%
EC
55
Elequin Capital
New York
$7.15M 86,501 +86,501 New
HI
56
Horizon Investments
North Carolina
$6.99M 84,810 +84,810 New
Renaissance Technologies
57
Renaissance Technologies
New York
$6.54M 79,100 -32,900 -29%
RWP
58
RWA Wealth Partners
Massachusetts
$6.25M 75,628 +71,879 +1,917%
FB
59
Finward Bancorp
Indiana
$6.22M 75,258 -904 -1%
AGA
60
Arkos Global Advisors
Texas
$6.11M 73,896 +219 +0.3%
BFG
61
Baron Financial Group
New Jersey
$6.09M 73,673 -1,100 -1%
SW
62
Simplicity Wealth
New Jersey
$6.02M 72,844 +39,424 +118%
Prudential Financial
63
Prudential Financial
New Jersey
$5.92M 71,583 -3,954 -5%
AF
64
Allworth Financial
California
$5.54M 67,000 -2,563 -4%
PAG
65
Private Advisor Group
New Jersey
$5.46M 66,025 -2,551 -4%
HH
66
Hilltop Holdings
Texas
$5.34M 64,629 -1,525 -2%
Creative Planning
67
Creative Planning
Kansas
$5.31M 64,192 -45,795 -42%
BRWA
68
B. Riley Wealth Advisors
Florida
$5.26M 63,633 +63,633 New
HCM
69
HMS Capital Management
Tennessee
$4.82M 58,258 +21,891 +60%
SIAP
70
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.55M 55,045 +89 +0.2%
HighTower Advisors
71
HighTower Advisors
Illinois
$4.5M 54,388 +2,313 +4%
DJYG
72
David J. Yvars Group
Florida
$4.49M 54,322 -2,038 -4%
RAM
73
Riggs Asset Management
Pennsylvania
$4.48M 54,196 -4,039 -7%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$4.45M 53,880 -2,070 -4%
Corient Private Wealth
75
Corient Private Wealth
Florida
$4.4M 53,284 +26,057 +96%
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