CWB icon

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
6.12%
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
$117M
4
Capstone Investment Advisors
Capstone Investment Advisors
New York
$10.8M
5
Wells Fargo
Wells Fargo
California
$110M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$37.7M
2
Allianz Asset Management
Allianz Asset Management
Germany
$17.6M
3
QC
Quadrature Capital
United Kingdom
$3.96M
4
Deutsche Bank
Deutsche Bank
Germany
$34.9M
5
HNB
Huntington National Bank
Ohio
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
76
Corient Private Wealth
Florida
$4.4M +$2.15M +26,057 +96%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$4.22M +$4.22M +51,078 +232,173%
Citigroup
78
Citigroup
New York
$4.21M +$503K +6,087 +14%
NA
79
NewEdge Advisors
Louisiana
$4.16M +$3.28M +39,719 +374%
SCM
80
Sage Capital Management
New Jersey
$4.07M -$194K -2,350 -5%
GWM
81
Geneos Wealth Management
Colorado
$4.01M -$4.71M -57,031 -54%
CPIG
82
Chicago Partners Investment Group
Illinois
$3.99M +$9.91K +116 +0.2%
QC
83
Quadrature Capital
United Kingdom
$3.96M -$18.7M -226,565 -83%
OAS
84
Optivise Advisory Services
Tennessee
$3.95M +$47.5K +575 +1%
WB
85
WesBanco Bank
West Virginia
$3.84M -$6.45K -78 -0.2%
Mirae Asset Global Investments
86
Mirae Asset Global Investments
South Korea
$3.84M -$877K -10,605 -19%
AP
87
Advisors Preferred
Maryland
$3.8M +$3.26M +39,584 +605%
SC
88
Sykon Capital
New York
$3.76M +$3.76M +45,537 New
BCM
89
Bluefin Capital Management
New York
$3.72M -$3.33M -40,313 -47%
PFS
90
Prospera Financial Services
Texas
$3.67M +$116K +1,405 +3%
CL
91
CIM LLC
New York
$3.58M +$28.8K +349 +0.8%
AWS
92
Atria Wealth Solutions
New York
$3.26M -$6.6M -79,812 -67%
TA
93
TFG Advisers
Michigan
$3.16M -$97K -1,174 -3%
ECA
94
Elevation Capital Advisory
Oregon
$3.11M +$3.11M +37,652 New
EAMA
95
EFG Asset Management (Americas)
Florida
$3.01M +$529K +6,397 +21%
IA
96
IFP Advisors
Florida
$2.84M +$377K +4,561 +15%
WA
97
Waverly Advisors
Alabama
$2.82M -$14.3K -173 -0.5%
FFN
98
Focus Financial Network
Minnesota
$2.81M +$67.8K +820 +2%
MLM
99
Mount Lucas Management
Pennsylvania
$2.79M -$62.3K -754 -2%
AWA
100
Aletheian Wealth Advisors
Washington
$2.75M +$230K +2,787 +9%
2 3
4
5 6