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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.

New
Increased
Maintained
Reduced
Closed
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
Howard Capital Management
Georgia
$183M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$200M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$124M
4
Allianz Asset Management
Allianz Asset Management
Germany
$53.5M
5
BCI
Brinker Capital Investments
Pennsylvania
$37.6M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$124M
2
FBB
Fulton Breakefield Broenniman
Maryland
$4M
3
HNB
Huntington National Bank
Ohio
$11.6M
4
AA
ACT Advisors
North Carolina
$7.64M
5
EC
Elequin Capital
New York
$218K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
126
FOCUS Wealth Advisors
Texas
$2.48M -$21.5K -276 -0.9%
BCM
127
BlueCrest Capital Management
Jersey
$2.48M +$2.48M +31,851 New
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$2.42M +$555K +7,127 +30%
AWA
129
Aletheian Wealth Advisors
Washington
$2.35M -$39.8K -511 -2%
EAMA
130
EFG Asset Management (Americas)
Florida
$2.32M -$66.1K -848 -3%
FNC
131
First National Corp
Massachusetts
$2.3M +$15.1K +194 +0.7%
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$2.29M +$2.29M +29,338 New
PS
133
Principal Securities
Iowa
$2.25M -$120K -1,546 -5%
EAM
134
Everstar Asset Management
North Carolina
$2.24M -$10.5K -135 -0.5%
IRC
135
Investors Research Corp
Georgia
$2.22M -$94.9K -1,219 -4%
HPM
136
Hudson Portfolio Management
New York
$2.13M -$19.5K -250 -0.9%
PIA
137
Powell Investment Advisors
Florida
$2.13M -$32.2K -413 -1%
EH
138
Equitable Holdings
New York
$2.1M +$98.5K +1,265 +5%
SFS
139
Sowell Financial Services
Arkansas
$2.1M -$102K -1,313 -5%
SC
140
Sculptor Capital
New York
$2.09M -$374K -4,807 -15%
HAG
141
HF Advisory Group
Maryland
$2.05M -$75.6K -971 -4%
MBT
142
Montecito Bank & Trust
California
$2.04M -$536K -6,885 -21%
AA
143
Advisory Alpha
Michigan
$1.94M -$243K -3,115 -11%
SA
144
Sanctuary Advisors
Indiana
$1.93M -$37.7K -467 -2%
Northern Trust
145
Northern Trust
Illinois
$1.87M +$1.87M +24,070 New
FA
146
Flagstar Advisors
New York
$1.87M -$35.2K -452 -2%
HWM
147
Howard Wealth Management
Connecticut
$1.86M +$29K +372 +2%
OFS
148
OneAscent Financial Services
Alabama
$1.84M +$1.84M +23,650 New
Citadel Advisors
149
Citadel Advisors
Florida
$1.83M +$1.51M +19,446 +474%
IA
150
IFP Advisors
Florida
$1.81M +$1.66M +21,313 +1,131%
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