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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 %
Legacy Financial Group (Iowa)
201
Legacy Financial Group (Iowa)
Iowa
$708K +$4.4K +61 +0.6%
RT
202
Rockland Trust
Massachusetts
$704K -$14.2K -197 -2%
JIR
203
James Investment Research
Ohio
$692K – – –
LCWP
204
Legacy Capital Wealth Partners
Arkansas
$686K +$346K +4,807 +102%
SAM
205
SignalPoint Asset Management
Missouri
$684K -$2.67K -37 -0.4%
GSWM
206
Greenup Street Wealth Management
Michigan
$674K +$81.4K +1,129 +14%
JWCA
207
J.W. Cole Advisors
Florida
$670K -$23.3K -323 -3%
US Bancorp
208
US Bancorp
Minnesota
$665K +$11.3K +157 +2%
QC
209
Quadrature Capital
United Kingdom
$663K +$663K +9,201 New
FMC
210
First Merchants Corp
Indiana
$659K – – –
CA
211
Calton & Associates
Florida
$645K -$22.5K -312 -3%
FIA
212
Foundations Investment Advisors
Arizona
$645K -$687K -9,535 -52%
Mariner
213
Mariner
Kansas
$620K -$3.63M -50,383 -85%
SP
214
Stablepoint Partners
Massachusetts
$616K +$61.6K +843 +11%
HGWM
215
Horst & Graben Wealth Management
Oregon
$592K -$4.04K -56 -0.7%
DADC
216
D.A. Davidson & Co
Montana
$580K -$17.2K -239 -3%
LFA
217
Laraway Financial Advisors
Minnesota
$576K – – –
CPL
218
CAP Partners LLC
Tennessee
$559K -$216 -3 -0%
HWM
219
HB Wealth Management
Georgia
$541K – – –
CWM
220
Connecticut Wealth Management
Connecticut
$511K – – –
MWM
221
Modern Wealth Management
Kansas
$511K +$253K +3,507 +98%
SFP
222
Strategic Financial Partners
Oregon
$500K +$39.9K +554 +9%
DFG
223
Delta Financial Group
New Jersey
$499K -$14.2K -197 -3%
CW
224
CreativeOne Wealth
Kansas
$494K +$93.6K +1,300 +23%
TCA
225
Trifecta Capital Advisors
Illinois
$493K – – –
7 8
9
10 11