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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
1
Redwood Investment Management
Arizona
$18.5M
2
EC
2
Elequin Capital
New York
$19.9M
3
GAG
3
Goodman Advisory Group
Massachusetts
$11.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$15.7M
5
EC
5
Estate Counselors
Wisconsin
$7.92M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$3.71M
2
AA
2
ACT Advisors
North Carolina
$0
3
Jane Street
3
Jane Street
New York
$7.93M
4
GM
4
GeoWealth Management
Illinois
$1.89M
5
AP
5
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
176
Pursue Wealth Partners
California
$966K – – –
WIA
177
World Investment Advisors
California
$965K -$8K -111 -0.8%
OAM
178
Occidental Asset Management
California
$963K -$504K -7,000 -34%
Citadel Advisors
179
Citadel Advisors
Florida
$960K -$2.74M -38,009 -74%
PAA
180
Peregrine Asset Advisers
Oregon
$942K -$119K -1,648 -11%
HA
181
Herold Advisors
New York
$922K -$36K -500 -4%
KWA
182
Kingswood Wealth Advisors
California
$894K +$440K +6,109 +97%
AF
183
Apexium Financial
Texas
$869K +$2.81K +39 +0.3%
TCM
184
Telos Capital Management
California
$864K -$2.45K -34 -0.3%
M&T Bank
185
M&T Bank
New York
$842K – – –
FF
186
Farrell Financial
New York
$840K +$102K +1,409 +14%
IWS
187
Insight Wealth Strategies
California
$816K -$9.87K -137 -1%
WB
188
Webster Bank
Connecticut
$810K -$172K -2,381 -17%
NJIM
189
Nabity-Jensen Investment Management
Nebraska
$808K – – –
Invesco
190
Invesco
Georgia
$806K -$154K -2,138 -16%
Lido Advisors
191
Lido Advisors
California
$801K -$6.34K -88 -0.8%
Lazard Asset Management
192
Lazard Asset Management
New York
$792K -$803K – –
DCM
193
Delta Capital Management
New Jersey
$772K -$782K – –
IB
194
Intrust Bank
Kansas
$770K – – –
PA
195
Pinnacle Associates
New York
$737K -$68.5K -950 -9%
CWM
196
Congress Wealth Management
Massachusetts
$721K +$721K +10,000 New
CRC
197
Curi RMB Capital
Illinois
$716K -$295K -4,095 -29%
BJL
198
Brighton Jones LLC
Washington
$713K – – –
MAG
199
M3 Advisory Group
Massachusetts
$713K +$9.73K +135 +1%
SWAG
200
Spectrum Wealth Advisory Group
California
$712K -$48.9K -678 -6%
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