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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

454 hedge funds and large institutions have $2.6B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 123 increasing their positions, 180 reducing their positions, and 36 closing their positions.

Holders
454
Holders Change
-2
Holders Change %
-0.44%
% of All Funds
6.1%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
45
Increased
123
Reduced
180
Closed
36
Calls
$339K
Puts
$223K
Net Calls
+$116K
Net Calls Change
+$66.4M

Top Buyers

1
GAG
1
Goodman Advisory Group
Massachusetts
$41.2M
2
LPL Financial
2
LPL Financial
California
$117M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$10.8M
4
Wells Fargo
4
Wells Fargo
California
$110M
5
EC
5
Elequin Capital
New York
$7.15M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$37.7M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$17.6M
3
QC
3
Quadrature Capital
United Kingdom
$3.96M
4
Deutsche Bank
4
Deutsche Bank
Germany
$34.9M
5
EC
5
Estate Counselors
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$4.22M 51,100 +51,078 +232,173%
Citigroup
77
Citigroup
New York
$4.21M 50,875 +6,087 +14%
NA
78
NewEdge Advisors
Louisiana
$4.16M 50,337 +39,719 +374%
SCM
79
Sage Capital Management
New Jersey
$4.07M 49,246 -2,350 -5%
GWM
80
Geneos Wealth Management
Colorado
$4.01M 48,459 -57,031 -54%
CPIG
81
Chicago Partners Investment Group
Illinois
$3.99M 46,708 +116 +0.2%
QC
82
Quadrature Capital
United Kingdom
$3.96M 47,934 -226,565 -83%
OAS
83
Optivise Advisory Services
Tennessee
$3.95M 47,743 +575 +1%
WB
84
WesBanco Bank
West Virginia
$3.84M 46,478 -78 -0.2%
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$3.84M 46,415 -10,605 -19%
AP
86
Advisors Preferred
Maryland
$3.8M 46,126 +39,584 +605%
SC
87
Sykon Capital
New York
$3.76M 45,537 +45,537 New
BCM
88
Bluefin Capital Management
New York
$3.72M 45,022 -40,313 -47%
PFS
89
Prospera Financial Services
Texas
$3.67M 44,377 +1,405 +3%
CL
90
CIM LLC
New York
$3.58M 43,267 +349 +0.8%
AWS
91
Atria Wealth Solutions
New York
$3.26M 39,449 -79,812 -67%
TA
92
TFG Advisers
Michigan
$3.16M 38,240 -1,174 -3%
ECA
93
Elevation Capital Advisory
Oregon
$3.11M 37,652 +37,652 New
EAMA
94
EFG Asset Management (Americas)
Florida
$3.01M 36,418 +6,397 +21%
IA
95
IFP Advisors
Florida
$2.84M 34,320 +4,561 +15%
WA
96
Waverly Advisors
Alabama
$2.82M 34,112 -173 -0.5%
FFN
97
Focus Financial Network
Minnesota
$2.81M 33,973 +820 +2%
MLM
98
Mount Lucas Management
Pennsylvania
$2.79M 33,775 -754 -2%
AWA
99
Aletheian Wealth Advisors
Washington
$2.75M 33,312 +2,787 +9%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$2.74M 33,121 +2,501 +8%
2 3
4
5 6