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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 %
MOS
176
MGO One Seven
Ohio
$1.49M -$102K -1,315 -6%
CCT
177
Capital City Trust
Florida
$1.48M – – –
KWA
178
Kingswood Wealth Advisors
California
$1.48M +$225K +2,893 +18%
AWM
179
AE Wealth Management
Kansas
$1.46M +$290K +3,718 +25%
TPW
180
Talon Private Wealth
Florida
$1.46M +$1.07M +13,763 +277%
TI
181
Tidal Investments
Wisconsin
$1.44M -$6.62K -85 -0.5%
CCC
182
Chesapeake Capital Corp
Florida
$1.44M -$6.62K -85 -0.5%
Jane Street
183
Jane Street
New York
$1.41M +$565K +7,256 +67%
TW
184
Towerpoint Wealth
California
$1.34M +$4.99K +64 +0.4%
AFS
185
AFG Fiduciary Services
Massachusetts
$1.32M -$4.02K -51 -0.3%
Fidelity International
186
Fidelity International
Bermuda
$1.32M -$668K -8,579 -34%
NEPWA
187
New England Private Wealth Advisors
Massachusetts
$1.32M +$19.4K +249 +1%
ATI
188
ARK & TLK Investments
Oklahoma
$1.28M +$93.5K +1,200 +8%
AFP
189
Ausdal Financial Partners
Iowa
$1.26M +$187K +2,407 +17%
KIA
190
Kraematon Investment Advisors
Massachusetts
$1.25M -$216K -2,774 -15%
CWS
191
Confluence Wealth Services
Pennsylvania
$1.22M -$20.1K -250 -2%
PCM
192
Prelude Capital Management
New York
$1.17M +$1.17M +15,000 New
KC
193
Kades & Cheifetz
Pennsylvania
$1.14M -$3.43K -44 -0.3%
DFCM
194
Dark Forest Capital Management
Puerto Rico
$1.14M -$31.6K -406 -3%
Jones Financial Companies
195
Jones Financial Companies
Missouri
$1.13M +$414K +5,311 +58%
PG
196
Patten Group
Tennessee
$1.13M -$432K -5,548 -28%
MPPLM
197
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.12M -$2.84M -36,448 -72%
IWC
198
Integrated Wealth Concepts
Massachusetts
$1.11M +$59.9K +769 +6%
WIA
199
World Investment Advisors
California
$1.11M -$2.88K -37 -0.3%
LFASL
200
Lugano Financial Advisors SA (LFA)
Switzerland
$1.09M – – –
6 7
8
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