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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.

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
1
Howard Capital Management
Georgia
$183M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$200M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$124M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$53.5M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$37.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$124M
2
FBB
2
Fulton Breakefield Broenniman
Maryland
$4M
3
HNB
3
Huntington National Bank
Ohio
$11.6M
4
AA
4
ACT Advisors
North Carolina
$7.64M
5
EC
5
Elequin Capital
New York
$218K
Name Market Value Shares Shares
Change 		Shares
Change %
QC
51
Quadrature Capital
United Kingdom
$9.56M 122,638 +122,638 New
WA
52
Win Advisors
Florida
$9.31M 119,536 +105,178 +733%
OC
53
Oppenheimer & Co
New York
$9.15M 117,522 -3,017 -3%
FTA
54
Financial & Tax Architects
Missouri
$9.14M 117,343 +117,343 New
NAM
55
NTV Asset Management
West Virginia
$8.76M 112,493 -2,190 -2%
MWM
56
Modera Wealth Management
New Jersey
$8.74M 112,247 -5,716 -5%
AP
57
Advisors Preferred
Maryland
$8.71M 111,625 +29,759 +36%
Creative Planning
58
Creative Planning
Kansas
$8.69M 111,520 -716 -0.6%
EC
59
Estate Counselors
Wisconsin
$8.61M 110,572 +892 +0.8%
ML
60
McAdam LLC
Pennsylvania
$8.55M 109,740 +1,085 +1%
PBF
61
Petix & Botte Financial
California
$8.26M 106,089 -29,774 -22%
SI
62
Stephens Inc
Arkansas
$8.21M 105,439 -90 -0.1%
AFS
63
Anderson Financial Strategies
Ohio
$7.86M 100,964 +100,964 New
LAM
64
Lifestyle Asset Management
Texas
$7.86M 100,940 +100,940 New
WCM
65
Windsor Capital Management
Arizona
$7.76M 99,605 -1,312 -1%
SPIA
66
Steward Partners Investment Advisory
New York
$7.68M 98,546 +4,279 +5%
AA
67
ACT Advisors
North Carolina
$7.64M 98,092 -114,588 -54%
KWM
68
Kingsview Wealth Management
Oregon
$7.61M 97,741 +97,741 New
MSL
69
Mackay Shields LLC
New York
$7.31M 93,907 +93,907 New
NC
70
NewSquare Capital
Pennsylvania
$7.28M 93,406 +93,406 New
FCC
71
Florin Court Capital
United Kingdom
$7.27M 93,277 +38,000 +69%
DJSG
72
D.J. St. Germain
Massachusetts
$7.1M 91,192 -938 -1%
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$6.75M 86,714 +77,425 +834%
AF
74
Allworth Financial
California
$6.45M 80,250 +8,307 +12%
PAG
75
Private Advisor Group
New Jersey
$6.02M 77,295 +282 +0.4%
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