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

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$45.9M
2
DWM
2
Dakota Wealth Management
Florida
$494K
3
Barclays
3
Barclays
United Kingdom
$0
4
RIM
4
Redwood Investment Management
Arizona
$0
5
EC
5
Elequin Capital
New York
$8.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Pinnacle Associates
New York
$968K +$230K +3,185 +31%
AIA
177
Arrow Investment Advisors
Maryland
$951K +$951K +12,416 New
AF
178
Apexium Financial
Texas
$947K +$23.7K +309 +3%
PAA
179
Peregrine Asset Advisers
Oregon
$917K -$84.2K -1,100 -8%
SWM
180
SK Wealth Management
Rhode Island
$917K +$917K +11,647 New
AG
181
Ascent Group
Virginia
$915K +$915K +11,942 New
SOS
182
Silver Oak Securities
Tennessee
$908K +$908K +11,860 New
HA
183
Herold Advisors
New York
$904K -$76.6K -1,000 -8%
TCM
184
Telos Capital Management
California
$890K -$28.4K -371 -3%
DAS
185
Dynamic Advisor Solutions
Arizona
$888K -$317K -4,138 -26%
TCMP
186
Thrive Capital Management (Pennsylvania)
Pennsylvania
$886K -$230K -3,006 -21%
IWS
187
Insight Wealth Strategies
California
$876K +$9.65K +126 +1%
HWP
188
Highline Wealth Partners
California
$862K -$193K -2,525 -18%
NJIM
189
Nabity-Jensen Investment Management
Nebraska
$858K – – –
Lido Advisors
190
Lido Advisors
California
$851K – – –
Lazard Asset Management
191
Lazard Asset Management
New York
$842K -$792K – –
TA
192
TFB Advisors
Kansas
$836K +$836K +10,913 New
Jane Street
193
Jane Street
New York
$826K -$7.6M -99,277 -90%
DCM
194
Delta Capital Management
New Jersey
$820K -$772K – –
SPC
195
Sigma Planning Corp
Michigan
$813K -$416K -5,431 -34%
IB
196
Intrust Bank
Kansas
$812K -$6.66K -87 -0.8%
WB
197
Webster Bank
Connecticut
$809K -$51.3K -670 -6%
M&T Bank
198
M&T Bank
New York
$798K -$96.1K -1,255 -11%
Legacy Financial Group (Iowa)
199
Legacy Financial Group (Iowa)
Iowa
$770K +$18.2K +238 +2%
CWM
200
Congress Wealth Management
Massachusetts
$766K – – –
6 7
8
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