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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 %
HWM
201
HB Wealth Management
Georgia
$758K +$183K +2,385 +32%
NA
202
NewEdge Advisors
Louisiana
$755K -$3.81M -49,793 -83%
CRC
203
Curi RMB Capital
Illinois
$750K -$10.6K -138 -1%
Invesco
204
Invesco
Georgia
$749K -$108K -1,408 -13%
MAG
205
M3 Advisory Group
Massachusetts
$731K -$26.2K -342 -3%
RT
206
Rockland Trust
Massachusetts
$730K -$17.8K -232 -2%
SAM
207
SignalPoint Asset Management
Missouri
$717K -$9.5K -124 -1%
JWCA
208
J.W. Cole Advisors
Florida
$715K +$2.53K +33 +0.4%
Envestnet Portfolio Solutions
209
Envestnet Portfolio Solutions
Illinois
$711K +$417K +5,445 +142%
Jones Financial Companies
210
Jones Financial Companies
Missouri
$702K +$337K +4,398 +92%
FMC
211
First Merchants Corp
Indiana
$701K – – –
GM
212
GeoWealth Management
Illinois
$701K -$1.31M -17,120 -65%
Mariner
213
Mariner
Kansas
$678K +$18.9K +247 +3%
US Bancorp
214
US Bancorp
Minnesota
$666K -$40.7K -532 -6%
SWAG
215
Spectrum Wealth Advisory Group
California
$666K -$91K -1,188 -12%
SWM
216
SeaCrest Wealth Management
New York
$665K +$665K +8,689 New
SP
217
Stablepoint Partners
Massachusetts
$662K +$16.5K +215 +3%
BAM
218
BTS Asset Management
Massachusetts
$659K -$4.92M -64,184 -88%
CA
219
Calton & Associates
Florida
$656K -$30K -392 -4%
HGWM
220
Horst & Graben Wealth Management
Oregon
$639K +$9.8K +128 +2%
LCWP
221
Legacy Capital Wealth Partners
Arkansas
$634K -$95.6K -1,248 -13%
PWG
222
Portside Wealth Group
Utah
$633K +$633K +8,261 New
DADC
223
D.A. Davidson & Co
Montana
$617K +$842 +11 +0.1%
LFA
224
Laraway Financial Advisors
Minnesota
$613K – – –
CPL
225
CAP Partners LLC
Tennessee
$593K -$919 -12 -0.2%
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9
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