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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

456 hedge funds and large institutions have $2.62B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
–
Holders Change %
0%
% of All Funds
6.11%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
46
Increased
123
Reduced
181
Closed
36
Calls
$645K
Puts
$6.33M
Net Calls
-$5.69M
Net Calls Change
+$60.6M

Top Buyers

1
GAG
Goodman Advisory Group
Massachusetts
+$41.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$17.4M
3
LPL Financial
LPL Financial
California
+$11M
4
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$10.8M
5
Wells Fargo
Wells Fargo
California
+$9.67M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$73.6M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$30.3M
3
QC
Quadrature Capital
United Kingdom
-$18.7M
4
Deutsche Bank
Deutsche Bank
Germany
-$17.8M
5
HNB
Huntington National Bank
Ohio
-$9.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
51
Anderson Financial Strategies
Ohio
$8.17M -$323K -3,906 -4%
MML Investors Services
52
MML Investors Services
Massachusetts
$7.83M -$344K -4,161 -4%
WCM
53
Windsor Capital Management
Arizona
$7.76M -$226K -2,734 -3%
SPIA
54
Steward Partners Investment Advisory
New York
$7.58M +$57.4K +695 +0.8%
PBF
55
Petix & Botte Financial
California
$7.42M -$461K -5,576 -6%
EC
56
Elequin Capital
New York
$7.15M +$7.15M +86,501 New
HI
57
Horizon Investments
North Carolina
$6.99M +$6.99M +84,810 New
Renaissance Technologies
58
Renaissance Technologies
New York
$6.54M -$2.72M -32,900 -29%
RWP
59
RWA Wealth Partners
Massachusetts
$6.25M +$5.94M +71,879 +1,917%
FB
60
Finward Bancorp
Indiana
$6.22M -$74.7K -904 -1%
AGA
61
Arkos Global Advisors
Texas
$6.11M +$18.1K +219 +0.3%
BFG
62
Baron Financial Group
New Jersey
$6.09M -$90.9K -1,100 -1%
SW
63
Simplicity Wealth
New Jersey
$6.02M +$3.26M +39,424 +118%
Prudential Financial
64
Prudential Financial
New Jersey
$5.92M -$327K -3,954 -5%
AF
65
Allworth Financial
California
$5.54M -$212K -2,563 -4%
PAG
66
Private Advisor Group
New Jersey
$5.46M -$211K -2,551 -4%
HH
67
Hilltop Holdings
Texas
$5.34M -$126K -1,525 -2%
Creative Planning
68
Creative Planning
Kansas
$5.31M -$3.79M -45,795 -42%
BRWA
69
B. Riley Wealth Advisors
Florida
$5.26M +$5.26M +63,633 New
HCM
70
HMS Capital Management
Tennessee
$4.82M +$1.81M +21,891 +60%
SIAP
71
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.55M +$7.36K +89 +0.2%
HighTower Advisors
72
HighTower Advisors
Illinois
$4.5M +$191K +2,313 +4%
DJYG
73
David J. Yvars Group
Florida
$4.49M -$168K -2,038 -4%
RAM
74
Riggs Asset Management
Pennsylvania
$4.48M -$334K -4,039 -7%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$4.45M -$171K -2,070 -4%
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