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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

453 hedge funds and large institutions have $2.19B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 169 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+16
Holders Change %
+3.66%
% of All Funds
6.55%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
57
Increased
121
Reduced
169
Closed
38
Calls
$92K
Puts
$15K
Net Calls
+$77K
Net Calls Change
+$524K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$169M
2
HCM
Howard Capital Management
Georgia
$28.8M
3
AA
ACT Advisors
North Carolina
$16.3M
4
SIA
Strategic Investment Advisors
Michigan
$12.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$48.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$45.9M
2
DWM
Dakota Wealth Management
Florida
$494K
3
Barclays
Barclays
United Kingdom
$0
4
RIM
Redwood Investment Management
Arizona
$0
5
EC
Elequin Capital
New York
$8.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
151
AFG Fiduciary Services
Massachusetts
$1.3M +$1.86K +24 +0.1%
SRC
152
Sage Rhino Capital
California
$1.29M -$14.3K -187 -1%
NEPWA
153
New England Private Wealth Advisors
Massachusetts
$1.27M +$1.46K +19 +0.1%
SW
154
Simplicity Wealth
New Jersey
$1.26M +$68K +888 +6%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$1.26M -$64.6K -843 -5%
KWA
156
Kingswood Wealth Advisors
California
$1.23M +$281K +3,667 +30%
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$1.19M -$30.6K -400 -3%
CWS
158
Confluence Wealth Services
Pennsylvania
$1.18M -$61.4K -802 -5%
ATI
159
ARK & TLK Investments
Oklahoma
$1.17M – – –
AWM
160
AE Wealth Management
Kansas
$1.15M -$35K -457 -3%
DFCM
161
Dark Forest Capital Management
Puerto Rico
$1.15M -$256K -3,342 -18%
KC
162
Kades & Cheifetz
Pennsylvania
$1.13M +$11.5K +150 +1%
WA
163
Win Advisors
Florida
$1.1M +$1.1M +14,358 New
WIA
164
World Investment Advisors
California
$1.09M +$68.3K +892 +7%
LFASL
165
Lugano Financial Advisors SA (LFA)
Switzerland
$1.07M – – –
OAM
166
Occidental Asset Management
California
$1.07M +$46.7K +610 +5%
Comerica Bank
167
Comerica Bank
Texas
$1.06M -$22.5K -294 -2%
AFP
168
Ausdal Financial Partners
Iowa
$1.05M -$11.9K -155 -1%
IWC
169
Integrated Wealth Concepts
Massachusetts
$1.04M -$119K -1,558 -10%
NG
170
Norden Group
Utah
$1.03M +$1.03M +13,501 New
LMKC
171
L.M. Kohn & Company
Ohio
$1.03M -$337K -4,404 -25%
PWP
172
Pursue Wealth Partners
California
$1.03M – – –
CCA
173
Cottonwood Capital Advisors
Utah
$1.02M -$37.6K -491 -4%
FCMA
174
Foresight Capital Management Advisors
Michigan
$991K -$1.68M -21,942 -63%
FF
175
Farrell Financial
New York
$968K +$48.8K +618 +5%
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