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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.

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

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.71M
2
AA
ACT Advisors
North Carolina
$0
3
Jane Street
Jane Street
New York
$7.93M
4
GM
GeoWealth Management
Illinois
$1.89M
5
AP
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ORC
126
O'Rourke & Company
Massachusetts
$1.69M -$11.8K -164 -0.7%
DI
127
Disciplined Investments
Oklahoma
$1.69M -$158K -2,193 -9%
SA
128
Sanctuary Advisors
Indiana
$1.63M +$1.63M +23,045 New
OFS
129
OneAscent Financial Services
Alabama
$1.63M +$17.6K +244 +1%
CAL
130
Capital Analysts LLC
Pennsylvania
$1.62M +$53.8K +747 +3%
Corient Private Wealth
131
Corient Private Wealth
Florida
$1.61M -$9.22K -128 -0.6%
KIA
132
Kraematon Investment Advisors
Massachusetts
$1.57M -$38.8K -538 -2%
HCM
133
Howard Capital Management
Georgia
$1.51M +$175K +2,426 +13%
RSS
134
Rosenblum Silverman Sutton
California
$1.51M -$25.6K -355 -2%
SW
135
SkyOak Wealth
Michigan
$1.47M -$43.6K -605 -3%
JWBC
136
J.W. Burns & Co
New York
$1.46M -$57.3K -795 -4%
MOS
137
MGO One Seven
Ohio
$1.46M +$432 +6 +0%
SBWIC
138
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.46M -$107K -1,490 -7%
WTC
139
WhitTier Trust Company
Nevada
$1.42M -$31.3K -435 -2%
EWA
140
EP Wealth Advisors
California
$1.41M -$14.8K -205 -1%
Focus Partners Wealth
141
Focus Partners Wealth
Massachusetts
$1.39M -$55.8K -775 -4%
CFO
142
CVA Family Office
Colorado
$1.38M -$46.4K -644 -3%
CCT
143
Capital City Trust
Florida
$1.37M – – –
DFCM
144
Dark Forest Capital Management
Puerto Rico
$1.32M +$139K +1,927 +12%
PFS
145
Prospera Financial Services
Texas
$1.31M -$93.7K -1,300 -7%
LMKC
146
L.M. Kohn & Company
Ohio
$1.29M -$217K -3,010 -14%
KFI
147
Key Financial Inc
Pennsylvania
$1.27M +$34.9K +485 +3%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$1.24M -$8.23M -114,192 -87%
AFS
149
AFG Fiduciary Services
Massachusetts
$1.23M -$87.1K -1,183 -7%
TW
150
Towerpoint Wealth
California
$1.23M -$36K -499 -3%
4 5
6
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