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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

453 hedge funds and large institutions have $2.19B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 169 reducing their positions, and 38 closing their positions.

Holders
453
Holders Change
+16
Holders Change %
+3.66%
% of All Funds
6.55%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
57
Increased
121
Reduced
169
Closed
38
Calls
$92K
Puts
$15K
Net Calls
+$77K
Net Calls Change
+$524K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$169M
2
HCM
2
Howard Capital Management
Georgia
$28.8M
3
AA
3
ACT Advisors
North Carolina
$16.3M
4
SIA
4
Strategic Investment Advisors
Michigan
$12.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$48.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$45.9M
2
DWM
2
Dakota Wealth Management
Florida
$494K
3
Barclays
3
Barclays
United Kingdom
$0
4
RIM
4
Redwood Investment Management
Arizona
$0
5
EC
5
Elequin Capital
New York
$8.41M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
101
Sculptor Capital
New York
$2.42M 31,582 +4,689 +17%
AWA
102
Aletheian Wealth Advisors
Washington
$2.35M 30,661 +9 +0%
EAMA
103
EFG Asset Management (Americas)
Florida
$2.34M 30,613 -2,591 -8%
PS
104
Principal Securities
Iowa
$2.33M 30,402 +3,560 +13%
Mirae Asset Global Investments
105
Mirae Asset Global Investments
South Korea
$2.28M 29,737 -3,902 -12%
IRC
106
Investors Research Corp
Georgia
$2.27M 29,681 -20 -0.1%
FNC
107
First National Corp
Massachusetts
$2.25M 29,381 +2,304 +9%
EAM
108
Everstar Asset Management
North Carolina
$2.21M 28,840 +28,840 New
SFS
109
Sowell Financial Services
Arkansas
$2.17M 28,280 +1,157 +4%
HIM
110
Hanlon Investment Management
New Jersey
$2.15M 28,126 +28,126 New
AA
111
Advisory Alpha
Michigan
$2.15M 28,023 -2,145 -7%
PIA
112
Powell Investment Advisors
Florida
$2.13M 27,758 -476 -2%
HPM
113
Hudson Portfolio Management
New York
$2.11M 27,601 +27,601 New
HAG
114
HF Advisory Group
Maryland
$2.09M 27,291 -1,093 -4%
SA
115
Sanctuary Advisors
Indiana
$1.98M 24,423 +1,378 +6%
OWA
116
Octavia Wealth Advisors
Ohio
$1.98M 25,792 -2,645 -9%
EH
117
Equitable Holdings
New York
$1.97M 25,709 -858 -3%
WMR
118
Wealth Management Resources
Rhode Island
$1.97M 25,699 +566 +2%
Fidelity International
119
Fidelity International
Bermuda
$1.95M 25,470 -34,921 -58%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$1.91M 24,904 -26,598 -52%
FA
121
Flagstar Advisors
New York
$1.87M 24,409 -1,638 -6%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$1.82M 23,887 +10,143 +74%
CAG
123
Csenge Advisory Group
Florida
$1.81M 23,366 +18,884 +421%
HWM
124
Howard Wealth Management
Connecticut
$1.8M 23,525 -198 -0.8%
PP
125
Prudential plc
United Kingdom
$1.74M 22,710 -1,080 -5%
3 4
5
6 7