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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

437 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 114 increasing their positions, 186 reducing their positions, and 47 closing their positions.

Holders
437
Holders Change
-27
Holders Change %
-5.82%
% of All Funds
6.36%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.13%
New
30
Increased
114
Reduced
186
Closed
47
Calls
$346K
Puts
$793K
Net Calls
-$447K
Net Calls Change
-$922K

Top Buyers

1
RIM
1
Redwood Investment Management
Arizona
$18.5M
2
EC
2
Elequin Capital
New York
$19.9M
3
GAG
3
Goodman Advisory Group
Massachusetts
$11.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$15.7M
5
EC
5
Estate Counselors
Wisconsin
$7.92M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$3.71M
2
AA
2
ACT Advisors
North Carolina
$0
3
Jane Street
3
Jane Street
New York
$7.93M
4
GM
4
GeoWealth Management
Illinois
$1.89M
5
AP
5
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$8.04M -$149K -2,073 -2%
FWA
52
FSC Wealth Advisors
New York
$8.01M -$119K -1,656 -1%
Jane Street
53
Jane Street
New York
$7.93M -$16M -221,590 -67%
EC
54
Estate Counselors
Wisconsin
$7.92M +$5.07M +70,375 +178%
SI
55
Stephens Inc
Arkansas
$7.39M +$263K +3,652 +4%
WCM
56
Windsor Capital Management
Arizona
$7.28M +$84.9K +1,178 +1%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$7.21M +$1.2M +16,650 +20%
Prudential Financial
58
Prudential Financial
New Jersey
$7.01M +$4.52M +62,750 +182%
RJA
59
Raymond James & Associates
Florida
$6.76M -$152K -2,112 -2%
SPIA
60
Steward Partners Investment Advisory
New York
$6.22M -$94.6K -1,313 -1%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$5.85M -$1.24M -17,270 -18%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$5.84M -$315K -4,370 -5%
BFG
63
Baron Financial Group
New Jersey
$5.69M -$170K -2,360 -3%
AF
64
Allworth Financial
California
$5.62M -$836K -11,433 -13%
KWM
65
Kingsview Wealth Management
Oregon
$5.55M +$224K +3,102 +4%
OAM
66
Oppenheimer Asset Management
New York
$5.45M +$439K +6,086 +9%
LSC
67
Logan Stone Capital
Illinois
$5.42M +$4.23M +58,716 +354%
BAM
68
BTS Asset Management
Massachusetts
$5.25M -$362K -5,022 -6%
WAM
69
WealthTrust Asset Management
Florida
$5.21M +$889K +12,343 +21%
Allianz Asset Management
70
Allianz Asset Management
Germany
$5.15M -$6.07M -84,300 -54%
AGA
71
Arkos Global Advisors
Texas
$5.05M +$104K +1,442 +2%
PAG
72
Private Advisor Group
New Jersey
$4.73M -$223K -3,094 -5%
HighTower Advisors
73
HighTower Advisors
Illinois
$4.69M -$142K -1,973 -3%
BCM
74
Bluefin Capital Management
New York
$4.49M +$4.49M +62,260 New
DJYG
75
David J. Yvars Group
Florida
$4.47M -$56.9K -789 -1%
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