State Street SPDR Bloomberg Convertible Securities ETF
467 hedge funds and large institutions have $2.63B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 185 reducing their positions, and 37 closing their positions.
27% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 37
27% more funds holding in top 10
Funds holding in top 10: 15 → 19 (+4)
3% more capital invested
Capital invested by funds: $2.55B → $2.63B (+$86.8M)
1% more funds holding
Funds holding: 463 → 467 (+4)
0.68% more ownership
Funds ownership: 66.33% → 67% (+0.68%)
32% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 185
90% less call options, than puts
Call options by funds: $645K | Put options by funds: $6.33M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
+$39.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$16.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$10.4M |
| 4 |
Capstone Investment Advisors
New York
|
+$10.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$9.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$69.9M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$28.7M |
| 3 |
QC
Quadrature Capital
London,
United Kingdom
|
-$17.8M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$16.9M |
| 5 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$9.31M |
CWB Hedge Fund Activity: Q2 2025 in Review
467 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) for Q2 2025, worth a combined $2.63B — up 3.4% from $2.55B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new CWB positions and 37 closed out — a net gain of 10 holders — while 126 added to existing stakes and 185 trimmed.
The largest buyer was Goodman Advisory Group, opening a new position worth an estimated $39.1M. The largest seller was Ameriprise, cutting an estimated $69.9M.
- 467 institutional investors held State Street SPDR Bloomberg Convertible Securities ETF (CWB) as of Q2 2025, up from 463 in Q1 2025.
- Funds reported $2.63B of State Street SPDR Bloomberg Convertible Securities ETF stock for Q2 2025, up 3.4% quarter-over-quarter.
- 47 funds opened new State Street SPDR Bloomberg Convertible Securities ETF positions in Q2 2025 and 37 closed out, a net change of +10 holders.
- The largest State Street SPDR Bloomberg Convertible Securities ETF buyer in Q2 2025 was Goodman Advisory Group, an estimated $39.1M added.
- The largest State Street SPDR Bloomberg Convertible Securities ETF seller in Q2 2025 was Ameriprise, an estimated $69.9M sold.
Based on aggregated 13F filings for Q2 2025.