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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 %
EWA
151
EverSource Wealth Advisors
Alabama
$1.79M +$1.79M +22,965 New
PAG
152
Private Advisory Group
Washington
$1.79M +$1.79M +22,944 New
OWA
153
Octavia Wealth Advisors
Ohio
$1.79M -$224K -2,873 -11%
First Trust Advisors
154
First Trust Advisors
Illinois
$1.75M +$1.75M +22,423 New
Corient Private Wealth
155
Corient Private Wealth
Florida
$1.75M -$20.3K -260 -1%
CCFM
156
Clear Creek Financial Management
Washington
$1.74M +$238K +3,051 +16%
DI
157
Disciplined Investments
Oklahoma
$1.73M -$17.9K -230 -1%
Squarepoint
158
Squarepoint
New York
$1.73M +$20.3K +261 +1%
SW
159
SkyOak Wealth
Michigan
$1.66M +$72K +925 +5%
ORC
160
O'Rourke & Company
Massachusetts
$1.63M -$49.3K -633 -3%
TCMP
161
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.63M +$725K +9,313 +80%
CW
162
CreativeOne Wealth
Kansas
$1.62M +$252K +3,240 +18%
RSS
163
Rosenblum Silverman Sutton
California
$1.61M -$21.8K -280 -1%
HIM
164
Hanlon Investment Management
New Jersey
$1.6M -$595K -7,638 -27%
Focus Partners Wealth
165
Focus Partners Wealth
Massachusetts
$1.57M +$1.11M +14,264 +240%
SBWIC
166
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.57M – – –
JWBC
167
J.W. Burns & Co
New York
$1.55M +$2.73K +35 +0.2%
BCM
168
Brookstone Capital Management
Illinois
$1.55M +$1.07M +13,714 +222%
MCM
169
MAI Capital Management
Ohio
$1.54M +$1.54M +19,766 New
EWA
170
EP Wealth Advisors
California
$1.53M +$2.65K +34 +0.2%
NL
171
NWAM LLC
Washington
$1.52M +$16.7K +215 +1%
WTC
172
WhitTier Trust Company
Nevada
$1.51M – – –
PP
173
Prudential plc
United Kingdom
$1.51M -$255K -3,280 -14%
AI
174
AXS Investments
New York
$1.5M -$177K -2,276 -11%
CFO
175
CVA Family Office
Colorado
$1.5M +$3.97K +51 +0.3%
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