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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

464 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 171 reducing their positions, and 37 closing their positions.

Holders
464
Holders Change
+7
Holders Change %
+1.53%
% of All Funds
6.73%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
51
Increased
138
Reduced
171
Closed
37
Calls
$1.19M
Puts
$716K
Net Calls
+$475K
Net Calls Change
-$1.36M

Top Buyers

1
Jane Street
1
Jane Street
New York
$24.2M
2
AA
2
ACT Advisors
North Carolina
$16.2M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$20.4M
4
LAS
4
Lloyd Advisory Services
Georgia
$12.9M
5
OPAM
5
Ocean Park Asset Management
California
$41.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$130M
2
RAG
2
RIA Advisory Group
Iowa
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$36.5M
4
Deutsche Bank
4
Deutsche Bank
Germany
$47M
5
NYLIM
5
New York Life Investment Management
New York
$67.3M
Name Market Value Shares Shares
Change 		Shares
Change %
ES
76
Eagle Strategies
New York
$5.16M 70,696 +70,696 New
OAM
77
Oppenheimer Asset Management
New York
$5.08M 69,578 -104,199 -60%
PAG
78
Private Advisor Group
New Jersey
$5.02M 68,698 -4,101 -6%
AGA
79
Arkos Global Advisors
Texas
$5.02M 68,688 -1,395 -2%
PBF
80
Petix & Botte Financial
California
$4.9M 67,044 -67,759 -50%
HighTower Advisors
81
HighTower Advisors
Illinois
$4.9M 66,994 -6,864 -9%
AA
82
Advisory Alpha
Michigan
$4.82M 65,954 -1,060 -2%
RAM
83
Riggs Asset Management
Pennsylvania
$4.76M 65,174 -2,300 -3%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$4.76M 65,163 -3,808 -6%
DJYG
85
David J. Yvars Group
Florida
$4.59M 62,788 -917 -1%
NA
86
NewEdge Advisors
Louisiana
$4.47M 61,154 +50,685 +484%
WAM
87
WealthTrust Asset Management
Florida
$4.38M 59,954 +2,843 +5%
BCM
88
BlueCrest Capital Management
Jersey
$4.32M 59,190 +59,190 New
Mariner
89
Mariner
Kansas
$4.31M 58,991 -48,579 -45%
SIAP
90
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.21M 57,634 -195 -0.3%
CAN
91
Cetera Advisor Networks
California
$4.14M 56,647 +43 +0.1%
SCM
92
Sage Capital Management
New Jersey
$3.92M 53,657 +118 +0.2%
FCC
93
Florin Court Capital
United Kingdom
$3.82M 52,300 -73,100 -58%
Citadel Advisors
94
Citadel Advisors
Florida
$3.75M 51,335 +34,831 +211%
CPIG
95
Chicago Partners Investment Group
Illinois
$3.69M 52,153 -5,365 -9%
TA
96
TFG Advisers
Michigan
$3.41M 46,703 -1,370 -3%
GWM
97
Geneos Wealth Management
Colorado
$3.28M 44,939 -2,640 -6%
GSWM
98
Greenup Street Wealth Management
Michigan
$3.27M 8,219 +8,219 New
SC
99
Sykon Capital
New York
$3.11M 42,569 -8,496 -17%
JFG
100
Jefferies Financial Group
New York
$3.09M 42,243 +22,250 +111%
2 3
4
5 6