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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 %
AI
101
Atria Investments
North Carolina
$2.74M 33,090 -5,063 -13%
TPWA
102
TRUE Private Wealth Advisors
Oregon
$2.61M 31,630 +24,939 +373%
CWS
103
Confluence Wealth Services
Pennsylvania
$2.58M 31,257 – –
FWA
104
FOCUS Wealth Advisors
Texas
$2.58M 31,152 +40 +0.1%
JWCA
105
J.W. Cole Advisors
Florida
$2.57M 31,129 +2,147 +7%
PIA
106
Powell Investment Advisors
Florida
$2.53M 30,554 -91 -0.3%
HAG
107
HF Advisory Group
Maryland
$2.51M 30,412 +3,308 +12%
FNC
108
First National Corp
Massachusetts
$2.49M 30,183 +217 +0.7%
Fidelity International
109
Fidelity International
Bermuda
$2.45M 29,590 -2,684 -8%
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$2.3M 27,809 -64,314 -70%
IRC
111
Investors Research Corp
Georgia
$2.3M 27,776 -508 -2%
SFS
112
Sowell Financial Services
Arkansas
$2.27M 27,510 +1,069 +4%
KAS
113
Kestra Advisory Services
Texas
$2.25M 27,259 -953 -3%
HPM
114
Hudson Portfolio Management
New York
$2.21M 26,720 -166 -0.6%
AI
115
AXS Investments
New York
$2.19M 26,474 +6,633 +33%
OPWM
116
Oxinas Partners Wealth Management
Indiana
$2.16M 26,184 +22,758 +664%
EH
117
Equitable Holdings
New York
$2.15M 25,968 -2,774 -10%
Citadel Advisors
118
Citadel Advisors
Florida
$2.15M 25,963 +9,887 +62%
PS
119
Principal Securities
Iowa
$2.12M 25,602 -4,077 -14%
EAM
120
Everstar Asset Management
North Carolina
$2.08M 25,105 -1,500 -6%
William Blair & Company
121
William Blair & Company
Illinois
$2.01M 24,276 -9,012 -27%
Jones Financial Companies
122
Jones Financial Companies
Missouri
$1.98M 24,079 +2,641 +12%
DI
123
Disciplined Investments
Oklahoma
$1.98M 23,922 -503 -2%
HWM
124
Howard Wealth Management
Connecticut
$1.97M 23,861 +201 +0.8%
ETC
125
Exchange Traded Concepts
Oklahoma
$1.92M 23,271 +23,271 New
3 4
5
6 7