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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 %
CCFM
151
Clear Creek Financial Management
Washington
$1.23M +$378K +5,252 +45%
SRC
152
Sage Rhino Capital
California
$1.23M +$17.7K +245 +1%
NEPWA
153
New England Private Wealth Advisors
Massachusetts
$1.2M -$109K -1,507 -8%
CWS
154
Confluence Wealth Services
Pennsylvania
$1.17M -$220K -3,055 -16%
CFA
155
Cahill Financial Advisors
Minnesota
$1.16M -$263K -3,644 -18%
SPC
156
Sigma Planning Corp
Michigan
$1.16M -$209K -2,899 -15%
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$1.14M – – –
DAS
158
Dynamic Advisor Solutions
Arizona
$1.13M +$5.48K +76 +0.5%
SW
159
Simplicity Wealth
New Jersey
$1.12M +$404K +5,602 +56%
AWM
160
AE Wealth Management
Kansas
$1.12M +$14.1K +196 +1%
ATI
161
ARK & TLK Investments
Oklahoma
$1.1M -$17K -236 -2%
MPPLM
162
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.1M -$57.9K -804 -5%
IWC
163
Integrated Wealth Concepts
Massachusetts
$1.09M -$99.4K -1,380 -8%
SW
164
SteelPeak Wealth
California
$1.07M -$7.42K -103 -0.7%
ONST
165
Old North State Trust
North Carolina
$1.07M -$1.91M -26,479 -64%
TCMP
166
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.05M +$1.05M +14,578 New
KC
167
Kades & Cheifetz
Pennsylvania
$1.05M +$29.4K +408 +3%
CCC
168
Chesapeake Capital Corp
Florida
$1.04M -$1.1M -15,320 -51%
TI
169
Tidal Investments
Wisconsin
$1.04M +$376K +5,219 +56%
Comerica Bank
170
Comerica Bank
Texas
$1.01M -$42.9K -596 -4%
LFASL
171
Lugano Financial Advisors SA (LFA)
Switzerland
$1.01M – – –
AFP
172
Ausdal Financial Partners
Iowa
$1M -$22.1K -307 -2%
CCA
173
Cottonwood Capital Advisors
Utah
$994K -$14.5K -201 -1%
HWP
174
Highline Wealth Partners
California
$993K -$319K -4,433 -24%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$987K -$32.9K -458 -3%
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