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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

453 hedge funds and large institutions have $2.19B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 169 reducing their positions, and 38 closing their positions.

Holders
453
Holders Change
+16
Holders Change %
+3.66%
% of All Funds
6.55%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
57
Increased
121
Reduced
169
Closed
38
Calls
$92K
Puts
$15K
Net Calls
+$77K
Net Calls Change
+$524K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$169M
2
HCM
2
Howard Capital Management
Georgia
$28.8M
3
AA
3
ACT Advisors
North Carolina
$16.3M
4
SIA
4
Strategic Investment Advisors
Michigan
$12.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$48.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$45.9M
2
DWM
2
Dakota Wealth Management
Florida
$494K
3
RIM
3
Redwood Investment Management
Arizona
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
EC
5
Elequin Capital
New York
$8.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
76
Aveo Capital Partners
Colorado
$3.93M +$3.93M +51,343 New
MPPLM
77
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.9M +$2.73M +35,664 +234%
CPIG
78
Chicago Partners Investment Group
Illinois
$3.89M -$124K -1,613 -3%
HighTower Advisors
79
HighTower Advisors
Illinois
$3.83M -$1.15M -14,975 -23%
GWM
80
Geneos Wealth Management
Colorado
$3.68M +$126K +1,644 +4%
AWAU
81
Alliance Wealth Advisors (Utah)
Utah
$3.59M +$3.59M +46,862 New
WB
82
WesBanco Bank
West Virginia
$3.54M +$160K +2,083 +5%
TFA
83
Transamerica Financial Advisors
Florida
$3.48M +$3.41M +44,560 +5,181%
JFG
84
Jefferies Financial Group
New York
$3.28M +$9.11K +119 +0.3%
TA
85
TFG Advisers
Michigan
$3.26M -$242K -3,157 -7%
Citigroup
86
Citigroup
New York
$3.25M -$87.1K -1,137 -3%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$3.25M +$5.67K +74 +0.2%
AWS
88
Atria Wealth Solutions
New York
$3.23M +$345K +4,500 +12%
CL
89
CIM LLC
New York
$3.21M +$3.29K +43 +0.1%
IP
90
Ignite Planners
California
$2.9M +$599K +7,819 +26%
WA
91
Waverly Advisors
Alabama
$2.89M -$130K -1,691 -4%
SC
92
Sykon Capital
New York
$2.89M +$289K +3,771 +11%
MLM
93
Mount Lucas Management
Pennsylvania
$2.75M +$80.1K +1,046 +3%
KAS
94
Kestra Advisory Services
Texas
$2.72M -$269K -3,511 -9%
FWA
95
FSC Wealth Advisors
New York
$2.72M -$5.8M -75,680 -68%
FFN
96
Focus Financial Network
Minnesota
$2.58M +$131K +1,715 +5%
MBT
97
Montecito Bank & Trust
California
$2.54M -$31.9K -416 -1%
William Blair & Company
98
William Blair & Company
Illinois
$2.5M -$12.2K -159 -0.5%
WAM
99
WealthTrust Asset Management
Florida
$2.49M -$3.04M -39,731 -55%
FWA
100
FOCUS Wealth Advisors
Texas
$2.46M -$41.6K -543 -2%
2 3
4
5 6