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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

510 hedge funds and large institutions have $2.95B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 153 increasing their positions, 147 reducing their positions, and 29 closing their positions.

Holders
510
Holders Change
+57
Holders Change %
+12.58%
% of All Funds
6.79%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
94
Increased
153
Reduced
147
Closed
29
Calls
$47K
Puts
$70K
Net Calls
-$23K
Net Calls Change
-$100K

Top Buyers

1
HCM
1
Howard Capital Management
Georgia
$183M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$200M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$124M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$53.5M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$37.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$124M
2
FBB
2
Fulton Breakefield Broenniman
Maryland
$4M
3
HNB
3
Huntington National Bank
Ohio
$11.6M
4
AA
4
ACT Advisors
North Carolina
$7.64M
5
EC
5
Elequin Capital
New York
$218K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
101
HighTower Advisors
Illinois
$3.96M 50,883 +837 +2%
OPWM
102
Oxinas Partners Wealth Management
Indiana
$3.87M 49,689 +49,689 New
SC
103
Sykon Capital
New York
$3.86M 49,593 +11,848 +31%
GWM
104
Geneos Wealth Management
Colorado
$3.79M 48,641 +596 +1%
CPIG
105
Chicago Partners Investment Group
Illinois
$3.68M 46,893 -3,623 -7%
WB
106
WesBanco Bank
West Virginia
$3.62M 46,431 +165 +0.4%
Kovitz Investment Group Partners
107
Kovitz Investment Group Partners
Illinois
$3.57M 45,738 +45,738 New
JFG
108
Jefferies Financial Group
New York
$3.35M 42,982 +219 +0.5%
Citigroup
109
Citigroup
New York
$3.33M 42,801 +413 +1%
CL
110
CIM LLC
New York
$3.31M 42,495 +584 +1%
FIA
111
Foundations Investment Advisors
Arizona
$3.27M 42,037 +35,057 +502%
TA
112
TFG Advisers
Michigan
$3.2M 41,095 -1,436 -3%
Mariner
113
Mariner
Kansas
$3.19M 40,923 +32,068 +362%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$3.1M 38,762 +38,762 New
IP
115
Ignite Planners
California
$3.01M 38,092 +278 +0.7%
Capstone Investment Advisors
116
Capstone Investment Advisors
New York
$3.01M 38,601 -44,700 -54%
AWAU
117
Alliance Wealth Advisors (Utah)
Utah
$2.97M 38,178 -8,684 -19%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$2.7M 34,688 -7,686 -18%
WA
119
Waverly Advisors
Alabama
$2.7M 34,678 -3,098 -8%
PCA
120
Prosperity Capital Advisors
Ohio
$2.66M 34,109 +34,109 New
MLM
121
Mount Lucas Management
Pennsylvania
$2.64M 33,902 -2,044 -6%
KAS
122
Kestra Advisory Services
Texas
$2.62M 33,685 -1,834 -5%
FFN
123
Focus Financial Network
Minnesota
$2.58M 33,115 -591 -2%
William Blair & Company
124
William Blair & Company
Illinois
$2.56M 32,877 +285 +0.9%
WAM
125
WealthTrust Asset Management
Florida
$2.52M 32,332 -234 -0.7%
3 4
5
6 7