CWB icon

SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

456 hedge funds and large institutions have $2.62B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
–
Holders Change %
0%
% of All Funds
6.12%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
46
Increased
123
Reduced
181
Closed
36
Calls
$645K
Puts
$6.33M
Net Calls
-$5.69M
Net Calls Change
+$60.6M

Top Buyers

1
GAG
Goodman Advisory Group
Massachusetts
$41.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.4M
3
LPL Financial
LPL Financial
California
$117M
4
Capstone Investment Advisors
Capstone Investment Advisors
New York
$10.8M
5
Wells Fargo
Wells Fargo
California
$110M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$37.7M
2
Allianz Asset Management
Allianz Asset Management
Germany
$17.6M
3
QC
Quadrature Capital
United Kingdom
$3.96M
4
Deutsche Bank
Deutsche Bank
Germany
$34.9M
5
HNB
Huntington National Bank
Ohio
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$2.74M +$207K +2,501 +8%
AI
102
Atria Investments
North Carolina
$2.74M -$419K -5,063 -13%
TPWA
103
TRUE Private Wealth Advisors
Oregon
$2.61M +$2.06M +24,939 +373%
CWS
104
Confluence Wealth Services
Pennsylvania
$2.58M – – –
FWA
105
FOCUS Wealth Advisors
Texas
$2.58M +$3.31K +40 +0.1%
JWCA
106
J.W. Cole Advisors
Florida
$2.57M +$177K +2,147 +7%
PIA
107
Powell Investment Advisors
Florida
$2.53M -$7.52K -91 -0.3%
HAG
108
HF Advisory Group
Maryland
$2.51M +$273K +3,308 +12%
FNC
109
First National Corp
Massachusetts
$2.49M +$17.9K +217 +0.7%
Fidelity International
110
Fidelity International
Bermuda
$2.45M -$222K -2,684 -8%
Envestnet Portfolio Solutions
111
Envestnet Portfolio Solutions
Illinois
$2.3M -$5.32M -64,314 -70%
IRC
112
Investors Research Corp
Georgia
$2.3M -$42K -508 -2%
SFS
113
Sowell Financial Services
Arkansas
$2.27M +$88.4K +1,069 +4%
KAS
114
Kestra Advisory Services
Texas
$2.25M -$78.8K -953 -3%
HPM
115
Hudson Portfolio Management
New York
$2.21M -$13.7K -166 -0.6%
AI
116
AXS Investments
New York
$2.19M +$548K +6,633 +33%
OPWM
117
Oxinas Partners Wealth Management
Indiana
$2.16M +$1.88M +22,758 +664%
EH
118
Equitable Holdings
New York
$2.15M -$229K -2,774 -10%
Citadel Advisors
119
Citadel Advisors
Florida
$2.15M +$817K +9,887 +62%
PS
120
Principal Securities
Iowa
$2.12M -$337K -4,077 -14%
EAM
121
Everstar Asset Management
North Carolina
$2.08M -$124K -1,500 -6%
William Blair & Company
122
William Blair & Company
Illinois
$2.01M -$745K -9,012 -27%
Jones Financial Companies
123
Jones Financial Companies
Missouri
$1.98M +$217K +2,641 +12%
DI
124
Disciplined Investments
Oklahoma
$1.98M -$41.6K -503 -2%
HWM
125
Howard Wealth Management
Connecticut
$1.97M +$16.6K +201 +0.8%
3 4
5
6 7