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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 Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$3.07M +$85.5K +1,170 +3%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$3.06M -$36.4K -498 -1%
RL
103
Retireful LLC
Michigan
$3.05M +$2.7M +37,030 +773%
ONST
104
Old North State Trust
North Carolina
$3.01M +$3.01M +41,261 New
CL
105
CIM LLC
New York
$2.97M +$121K +1,662 +4%
WB
106
WesBanco Bank
West Virginia
$2.95M +$16.4K +225 +0.6%
WA
107
Waverly Advisors
Alabama
$2.9M +$106K +1,456 +4%
EC
108
Estate Counselors
Wisconsin
$2.89M -$635K -8,690 -18%
RFWA
109
RPg Family Wealth Advisory
Massachusetts
$2.8M +$113K +1,547 +4%
NSB
110
Norway Savings Bank
Maine
$2.79M -$22.9K -314 -0.8%
AWS
111
Atria Wealth Solutions
New York
$2.71M -$112K -1,537 -4%
TPWA
112
TRUE Private Wealth Advisors
Oregon
$2.68M +$132K +1,805 +5%
MLM
113
Mount Lucas Management
Pennsylvania
$2.66M +$26.6K +364 +1%
KAS
114
Kestra Advisory Services
Texas
$2.64M +$480K +6,577 +22%
FHB
115
First Hawaiian Bank
Hawaii
$2.55M -$14.6K -200 -0.6%
Prudential Financial
116
Prudential Financial
New Jersey
$2.52M – – –
MBT
117
Montecito Bank & Trust
California
$2.46M +$801K +10,963 +48%
Mirae Asset Global Investments
118
Mirae Asset Global Investments
South Korea
$2.44M -$377K -5,160 -13%
HAG
119
HF Advisory Group
Maryland
$2.43M -$529K -7,238 -18%
BFWM
120
Bright Futures Wealth Management
New York
$2.42M +$2.42M +33,554 New
CPBTD
121
Central Pacific Bank - Trust Division
Hawaii
$2.42M +$2.42M +33,185 New
William Blair & Company
122
William Blair & Company
Illinois
$2.4M -$33.7K -462 -1%
FWA
123
FOCUS Wealth Advisors
Texas
$2.37M +$80.9K +1,107 +4%
OWA
124
Octavia Wealth Advisors
Ohio
$2.23M -$79.4K -1,087 -3%
CA
125
Cetera Advisors
Colorado
$2.22M +$114K +1,567 +5%
3 4
5
6 7