CWB icon

SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

456 hedge funds and large institutions have $2.53B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 81 closing their positions.

Holders
456
Holders Change
-54
Holders Change %
-10.59%
% of All Funds
6.2%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
40
Increased
134
Reduced
175
Closed
81
Calls
$230K
Puts
$66.5M
Net Calls
-$66.3M
Net Calls Change
-$66.2M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$103M
2
QC
2
Quadrature Capital
United Kingdom
$21M
3
Bank of America
3
Bank of America
North Carolina
$202M
4
Wells Fargo
4
Wells Fargo
California
$92.9M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$44.8M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$798K
2
OPAM
2
Ocean Park Asset Management
California
$0
3
GM
3
GeoWealth Management
Illinois
$92K
4
SIA
4
Strategic Investment Advisors
Michigan
$0
5
GAG
5
Goodman Advisory Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ML
51
McAdam LLC
Pennsylvania
$8.2M 106,988 -2,752 -3%
Nomura Asset Management
52
Nomura Asset Management
Japan
$8.1M 105,677 -113,210 -52%
GWM
53
Geneos Wealth Management
Colorado
$8.08M 105,490 +56,849 +117%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$8.02M 104,643 -58,066 -36%
LAM
55
Lifestyle Asset Management
Texas
$7.91M 103,229 +2,289 +2%
AFS
56
Anderson Financial Strategies
Ohio
$7.87M 102,681 +1,717 +2%
MML Investors Services
57
MML Investors Services
Massachusetts
$7.58M 98,933 -90,548 -48%
WCM
58
Windsor Capital Management
Arizona
$7.4M 96,638 -2,967 -3%
SI
59
Stephens Inc
Arkansas
$7.33M 95,693 -9,746 -9%
PBF
60
Petix & Botte Financial
California
$7.3M 95,318 -10,771 -10%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$7.06M 92,123 +5,409 +6%
SPIA
62
Steward Partners Investment Advisory
New York
$6.97M 91,023 -7,523 -8%
BCM
63
Bluefin Capital Management
New York
$6.54M 85,335 +85,335 New
FB
64
Finward Bancorp
Indiana
$5.84M 76,162 -466 -0.6%
Prudential Financial
65
Prudential Financial
New Jersey
$5.79M 75,537 +1,315 +2%
BFG
66
Baron Financial Group
New Jersey
$5.73M 74,773 -1,127 -1%
AGA
67
Arkos Global Advisors
Texas
$5.65M 73,677 +2,787 +4%
AF
68
Allworth Financial
California
$5.33M 69,563 -10,687 -13%
AAS
69
Ameritas Advisory Services
Nebraska
$5.32M 69,417 +2,145 +3%
PAG
70
Private Advisor Group
New Jersey
$5.25M 68,576 -8,719 -11%
HH
71
Hilltop Holdings
Texas
$5.07M 66,154 -1,110 -2%
RAM
72
Riggs Asset Management
Pennsylvania
$4.46M 58,235 -604 -1%
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$4.39M 57,020 -1,272 -2%
American Century Companies
74
American Century Companies
Missouri
$4.35M 56,718 +56,718 New
DJYG
75
David J. Yvars Group
Florida
$4.32M 56,360 -372 -0.7%
1 2
3
4 5