CWB icon

SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

437 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 114 increasing their positions, 186 reducing their positions, and 47 closing their positions.

Holders
437
Holders Change
-27
Holders Change %
-5.82%
% of All Funds
6.36%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.13%
New
30
Increased
114
Reduced
186
Closed
47
Calls
$346K
Puts
$793K
Net Calls
-$447K
Net Calls Change
-$922K

Top Buyers

1
RIM
1
Redwood Investment Management
Arizona
$18.5M
2
EC
2
Elequin Capital
New York
$19.9M
3
GAG
3
Goodman Advisory Group
Massachusetts
$11.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$15.7M
5
EC
5
Estate Counselors
Wisconsin
$7.92M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$3.71M
2
AA
2
ACT Advisors
North Carolina
$0
3
Jane Street
3
Jane Street
New York
$7.93M
4
GM
4
GeoWealth Management
Illinois
$1.89M
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mirae Asset Global Investments
101
Mirae Asset Global Investments
South Korea
$2.43M 33,639 +219 +0.7%
MBT
102
Montecito Bank & Trust
California
$2.42M 33,539 -101 -0.3%
EAMA
103
EFG Asset Management (Americas)
Florida
$2.39M 33,204 +11,540 +53%
William Blair & Company
104
William Blair & Company
Illinois
$2.36M 32,751 -133 -0.4%
FWA
105
FOCUS Wealth Advisors
Texas
$2.36M 32,719 +226 +0.7%
FFN
106
Focus Financial Network
Minnesota
$2.35M 31,991 +831 +3%
AWA
107
Aletheian Wealth Advisors
Washington
$2.21M 30,652 +3,901 +15%
AA
108
Advisory Alpha
Michigan
$2.17M 30,168 -35,786 -54%
IP
109
Ignite Planners
California
$2.17M 29,995 +3,910 +15%
IRC
110
Investors Research Corp
Georgia
$2.14M 29,701 -62 -0.2%
OWA
111
Octavia Wealth Advisors
Ohio
$2.05M 28,437 -2,162 -7%
HAG
112
HF Advisory Group
Maryland
$2.05M 28,384 -4,929 -15%
PIA
113
Powell Investment Advisors
Florida
$2.03M 28,234 -235 -0.8%
AI
114
AXS Investments
New York
$1.99M 27,582 +15,082 +121%
SFS
115
Sowell Financial Services
Arkansas
$1.95M 27,123 -2,136 -7%
FNC
116
First National Corp
Massachusetts
$1.95M 27,077 -1,263 -4%
SC
117
Sculptor Capital
New York
$1.94M 26,893 +26,893 New
PS
118
Principal Securities
Iowa
$1.93M 26,842 -43 -0.2%
EH
119
Equitable Holdings
New York
$1.91M 26,567 +1,058 +4%
GM
120
GeoWealth Management
Illinois
$1.89M 26,266 -207,634 -89%
FA
121
Flagstar Advisors
New York
$1.88M 26,047 -120 -0.5%
WMR
122
Wealth Management Resources
Rhode Island
$1.81M 25,133 +2,784 +12%
PG
123
Patten Group
Tennessee
$1.81M 25,057 -1,523 -6%
PP
124
Prudential plc
United Kingdom
$1.71M 23,790 +1,530 +7%
HWM
125
Howard Wealth Management
Connecticut
$1.71M 23,723 +1,516 +7%
3 4
5
6 7