CWB icon

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
+$154M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$151M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$114M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$53.5M
5
BCI
Brinker Capital Investments
Pennsylvania
+$37.3M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$48.1M
2
FBB
Fulton Breakefield Broenniman
Maryland
-$21.7M
3
HNB
Huntington National Bank
Ohio
-$11.8M
4
AA
ACT Advisors
North Carolina
-$8.93M
5
EC
Elequin Capital
New York
-$8.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
201
Pursue Wealth Partners
California
$1.04M – – –
BCP
202
Blackhawk Capital Partners
Wisconsin
$1.04M +$1.04M +13,317 New
OAM
203
Occidental Asset Management
California
$1.03M -$61.9K -795 -6%
LMKC
204
L.M. Kohn & Company
Ohio
$1.02M -$31.8K -408 -3%
Calamos Advisors
205
Calamos Advisors
Illinois
$1.01M +$1.01M +13,015 New
ETC
206
Exchange Traded Concepts
Oklahoma
$1.01M +$472K +6,055 +88%
AF
207
Apexium Financial
Texas
$989K +$26.1K +335 +3%
FF
208
Farrell Financial
New York
$984K +$28.5K +366 +3%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$977K -$299K -3,844 -23%
NJIM
210
Nabity-Jensen Investment Management
Nebraska
$973K +$99.6K +1,279 +11%
BFS
211
BridgePort Financial Solutions
Iowa
$965K +$965K +12,261 New
AIA
212
Arrow Investment Advisors
Maryland
$951K – – –
Legacy Financial Group (Iowa)
213
Legacy Financial Group (Iowa)
Iowa
$939K +$156K +2,005 +20%
DADC
214
D.A. Davidson & Co
Montana
$929K +$301K +3,868 +48%
HA
215
Herold Advisors
New York
$919K – – –
SWM
216
SK Wealth Management
Rhode Island
$907K – – –
CWMGO
217
Capstone Wealth Management Group (Oregon)
Oregon
$905K +$905K +11,614 New
IWS
218
Insight Wealth Strategies
California
$896K +$4.6K +59 +0.5%
SWM
219
SeaCrest Wealth Management
New York
$879K +$203K +2,601 +30%
CCA
220
Cottonwood Capital Advisors
Utah
$869K -$167K -2,141 -16%
Comerica Bank
221
Comerica Bank
Texas
$868K -$206K -2,639 -19%
Lazard Asset Management
222
Lazard Asset Management
New York
$856K -$842K – –
TCM
223
Telos Capital Management
California
$851K -$54.1K -695 -6%
SPC
224
Sigma Planning Corp
Michigan
$849K +$22.4K +288 +3%
SRC
225
Sage Rhino Capital
California
$844K -$467K -6,000 -36%
7 8
9
10 11