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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

453 hedge funds and large institutions have $2.19B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 169 reducing their positions, and 38 closing their positions.

Holders
453
Holders Change
+16
Holders Change %
+3.66%
% of All Funds
6.55%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
57
Increased
121
Reduced
169
Closed
38
Calls
$92K
Puts
$15K
Net Calls
+$77K
Net Calls Change
+$524K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$169M
2
HCM
2
Howard Capital Management
Georgia
$28.8M
3
AA
3
ACT Advisors
North Carolina
$16.3M
4
SIA
4
Strategic Investment Advisors
Michigan
$12.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$48.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$45.9M
2
DWM
2
Dakota Wealth Management
Florida
$494K
3
Barclays
3
Barclays
United Kingdom
$0
4
RIM
4
Redwood Investment Management
Arizona
$0
5
EC
5
Elequin Capital
New York
$8.41M
Name Market Value Shares Shares
Change 		Shares
Change %
EC
51
Elequin Capital
New York
$8.41M 109,796 -165,982 -60%
EC
52
Estate Counselors
Wisconsin
$8.4M 109,680 -215 -0.2%
ML
53
McAdam LLC
Pennsylvania
$8.32M 108,655 -17,847 -14%
SI
54
Stephens Inc
Arkansas
$8.08M 105,529 +2,941 +3%
WCM
55
Windsor Capital Management
Arizona
$7.73M 100,917 -109 -0.1%
Prudential Financial
56
Prudential Financial
New Jersey
$7.45M 97,250 – –
SPIA
57
Steward Partners Investment Advisory
New York
$7.22M 94,267 +7,893 +9%
DJSG
58
D.J. St. Germain
Massachusetts
$7.06M 92,130 -60,159 -40%
TC
59
TownSquare Capital
Utah
$6.56M 85,669 +85,669 New
RJA
60
Raymond James & Associates
Florida
$6.4M 83,603 -10,228 -11%
Capstone Investment Advisors
61
Capstone Investment Advisors
New York
$6.38M 83,301 +83,301 New
AP
62
Advisors Preferred
Maryland
$6.25M 81,866 +81,866 New
PAG
63
Private Advisor Group
New Jersey
$5.9M 77,013 +11,409 +17%
BFG
64
Baron Financial Group
New Jersey
$5.89M 76,857 -2,050 -3%
AF
65
Allworth Financial
California
$5.51M 71,943 -4,919 -6%
AGA
66
Arkos Global Advisors
Texas
$5.37M 70,120 -10 -0%
AI
67
Atria Investments
North Carolina
$5.18M 67,636 +29,813 +79%
DJYG
68
David J. Yvars Group
Florida
$4.77M 62,220 +221 +0.4%
RAM
69
Riggs Asset Management
Pennsylvania
$4.51M 58,942 +352 +0.6%
RL
70
Retireful LLC
Michigan
$4.36M 56,951 +56,951 New
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$4.31M 56,264 -1 -0%
SIAP
72
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.26M 55,648 -993 -2%
LSC
73
Logan Stone Capital
Illinois
$4.26M 55,637 -19,647 -26%
FCC
74
Florin Court Capital
United Kingdom
$4.23M 55,277 +55,277 New
SCM
75
Sage Capital Management
New Jersey
$3.99M 52,071 -1,756 -3%
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