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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.

New
Increased
Maintained
Reduced
Closed
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
Jane Street
New York
$24.2M
2
AA
ACT Advisors
North Carolina
$16.2M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$20.4M
4
LAS
Lloyd Advisory Services
Georgia
$12.9M
5
OPAM
Ocean Park Asset Management
California
$41.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$130M
2
RAG
RIA Advisory Group
Iowa
$0
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$36.5M
4
Deutsche Bank
Deutsche Bank
Germany
$47M
5
NYLIM
New York Life Investment Management
New York
$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
126
Focus Financial Network
Minnesota
$2.18M +$23.3K +333 +1%
CCC
127
Chesapeake Capital Corp
Florida
$2.18M -$752K -10,291 -26%
IRC
128
Investors Research Corp
Georgia
$2.17M -$37.8K -517 -2%
SFS
129
Sowell Financial Services
Arkansas
$2.14M -$122K -1,675 -5%
PIA
130
Powell Investment Advisors
Florida
$2.08M +$4.46K +61 +0.2%
FNC
131
First National Corp
Massachusetts
$2.04M -$21.6K -300 -1%
PS
132
Principal Securities
Iowa
$1.96M +$21.5K +295 +1%
AWA
133
Aletheian Wealth Advisors
Washington
$1.95M +$201K +2,754 +11%
PG
134
Patten Group
Tennessee
$1.94M -$46.2K -633 -2%
FA
135
Flagstar Advisors
New York
$1.91M -$14.5K -198 -0.8%
IP
136
Ignite Planners
California
$1.9M +$558K +7,664 +42%
DI
137
Disciplined Investments
Oklahoma
$1.87M -$417K -5,704 -18%
EH
138
Equitable Holdings
New York
$1.86M +$44.4K +608 +2%
ORC
139
O'Rourke & Company
Massachusetts
$1.72M +$71.1K +973 +4%
Corient Private Wealth
140
Corient Private Wealth
Florida
$1.64M -$41.8K -572 -2%
WMR
141
Wealth Management Resources
Rhode Island
$1.63M -$58.5K -801 -3%
OFS
142
OneAscent Financial Services
Alabama
$1.63M -$25.8K -353 -2%
KIA
143
Kraematon Investment Advisors
Massachusetts
$1.63M -$69.1K -946 -4%
PP
144
Prudential plc
United Kingdom
$1.63M -$86.2K -1,180 -5%
HWM
145
Howard Wealth Management
Connecticut
$1.62M -$81K -1,109 -5%
CAL
146
Capital Analysts LLC
Pennsylvania
$1.59M +$33.2K +455 +2%
SBWIC
147
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.58M – – –
EAMA
148
EFG Asset Management (Americas)
Florida
$1.58M -$808K -11,059 -34%
RSS
149
Rosenblum Silverman Sutton
California
$1.56M – – –
JWBC
150
J.W. Burns & Co
New York
$1.54M +$41.3K +565 +3%
4 5
6
7 8