State Street SPDR Bloomberg Convertible Securities ETF
522 hedge funds and large institutions have $2.98B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 154 increasing their positions, 149 reducing their positions, and 30 closing their positions.
500% more capital inflows, than outflows
Capital inflows: $942M | Capital outflows: $157M
240% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 30
47% more funds holding in top 10
Funds holding in top 10: 15 → 22 (+7)
14% more funds holding
Funds holding: 458 → 522 (+64)
7.24% more ownership
Funds ownership: 61.51% → 68.75% (+7.2%)
3% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 149
33% less call options, than puts
Call options by funds: $47K | Put options by funds: $70K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Howard Capital Management
Roswell,
Georgia
|
+$156M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$153M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$116M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$54.2M |
| 5 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$37.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$48.7M |
| 2 |
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
-$22M |
| 3 |
ACT Advisors
Asheville,
North Carolina
|
-$9.04M |
| 4 |
Elequin Capital
New York
|
-$8.44M |
| 5 |
Renaissance Technologies
New York
|
-$4.43M |
CWB Hedge Fund Activity: Q4 2024 in Review
522 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) for Q4 2024, worth a combined $2.98B — up 36% from $2.19B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new CWB positions and 30 closed out — a net gain of 72 holders — while 154 added to existing stakes and 149 trimmed.
The largest buyer was Howard Capital Management, adding an estimated $156M. The largest seller was AssetMark Inc, cutting an estimated $48.7M.
- 522 institutional investors held State Street SPDR Bloomberg Convertible Securities ETF (CWB) as of Q4 2024, up from 458 in Q3 2024.
- Funds reported $2.98B of State Street SPDR Bloomberg Convertible Securities ETF stock for Q4 2024, up 36% quarter-over-quarter.
- 102 funds opened new State Street SPDR Bloomberg Convertible Securities ETF positions in Q4 2024 and 30 closed out, a net change of +72 holders.
- The largest State Street SPDR Bloomberg Convertible Securities ETF buyer in Q4 2024 was Howard Capital Management, an estimated $156M added.
- The largest State Street SPDR Bloomberg Convertible Securities ETF seller in Q4 2024 was AssetMark Inc, an estimated $48.7M sold.
Based on aggregated 13F filings for Q4 2024.