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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 %
SW
151
SkyOak Wealth
Michigan
$1.54M – – –
LMKC
152
L.M. Kohn & Company
Ohio
$1.52M -$108K -1,473 -7%
OAM
153
Occidental Asset Management
California
$1.49M -$18.9K -259 -1%
MOS
154
MGO One Seven
Ohio
$1.48M +$611K +8,365 +71%
WTC
155
WhitTier Trust Company
Nevada
$1.48M – – –
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$1.47M +$1.24M +16,965 +545%
CFO
157
CVA Family Office
Colorado
$1.45M +$40.2K +551 +3%
TW
158
Transform Wealth
Colorado
$1.45M -$1.15M -15,704 -44%
EWA
159
EP Wealth Advisors
California
$1.45M +$15.2K +208 +1%
CFA
160
Cahill Financial Advisors
Minnesota
$1.44M -$46.5K -636 -3%
FCMA
161
Foresight Capital Management Advisors
Michigan
$1.43M +$1.43M +19,577 New
MAV
162
Mason & Associates (Virginia)
Virginia
$1.43M +$1.43M +19,577 New
PFS
163
Prospera Financial Services
Texas
$1.43M +$35.4K +484 +3%
CWS
164
Confluence Wealth Services
Pennsylvania
$1.41M -$64.5K -883 -4%
CCT
165
Capital City Trust
Florida
$1.39M – – –
SPC
166
Sigma Planning Corp
Michigan
$1.38M +$942K +12,894 +213%
HCM
167
Howard Capital Management
Georgia
$1.36M +$1.11M +15,199 +452%
FIA
168
Foundations Investment Advisors
Arizona
$1.35M +$513K +7,019 +61%
HWP
169
Highline Wealth Partners
California
$1.33M -$360K -4,930 -21%
NEPWA
170
New England Private Wealth Advisors
Massachusetts
$1.32M +$20.7K +284 +2%
IW
171
Imprint Wealth
South Carolina
$1.3M +$1.3M +17,890 New
AFS
172
AFG Fiduciary Services
Massachusetts
$1.3M -$126K -1,738 -9%
TW
173
Towerpoint Wealth
California
$1.28M -$7.09K -97 -0.5%
WA
174
Win Advisors
Florida
$1.26M +$1.26M +17,314 New
KFI
175
Key Financial Inc
Pennsylvania
$1.25M -$28.7K -393 -2%
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