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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

456 hedge funds and large institutions have $2.53B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 81 closing their positions.

Holders
456
Holders Change
-54
Holders Change %
-10.59%
% of All Funds
6.2%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
40
Increased
134
Reduced
175
Closed
81
Calls
$230K
Puts
$66.5M
Net Calls
-$66.3M
Net Calls Change
-$66.2M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$103M
2
QC
2
Quadrature Capital
United Kingdom
$21M
3
Bank of America
3
Bank of America
North Carolina
$202M
4
Wells Fargo
4
Wells Fargo
California
$92.9M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$44.8M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$798K
2
OPAM
2
Ocean Park Asset Management
California
$0
3
GM
3
GeoWealth Management
Illinois
$92K
4
SIA
4
Strategic Investment Advisors
Michigan
$0
5
GAG
5
Goodman Advisory Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$202M 2,635,554 +111,401 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$186M 2,424,376 -149,284 -6%
HCM
3
Howard Capital Management
Georgia
$182M 2,375,293 +20,976 +0.9%
Morgan Stanley
4
Morgan Stanley
New York
$124M 1,621,725 -4,870 -0.3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$122M 1,587,390 -4,506 -0.3%
Ameriprise
6
Ameriprise
Minnesota
$103M 1,345,622 +341,981 +34%
LPL Financial
7
LPL Financial
California
$98.3M 1,282,584 +64,481 +5%
Wells Fargo
8
Wells Fargo
California
$92.9M 1,212,254 +96,221 +9%
Bessemer Group
9
Bessemer Group
New Jersey
$87.2M 1,138,584 – –
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$61.8M 806,490 -15,664 -2%
Goldman Sachs
11
Goldman Sachs
New York
$54M 704,622 +86,654 +14%
NYLIM
12
New York Life Investment Management
New York
$50.5M 658,630 -138,261 -17%
Deutsche Bank
13
Deutsche Bank
Germany
$48.8M 637,248 – –
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$44.8M 585,057 +89,367 +18%
Allianz Asset Management
15
Allianz Asset Management
Germany
$44.3M 578,800 -108,100 -16%
BCI
16
Brinker Capital Investments
Pennsylvania
$37.5M 489,216 +6,966 +1%
OPS
17
Orion Portfolio Solutions
Nebraska
$37.5M 489,216 +6,966 +1%
UBS Group
18
UBS Group
Switzerland
$37M 482,900 +8,102 +2%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$34.5M 450,177 -12,095 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$29.8M 389,206 -315 -0.1%
HHRDM
21
H&H Retirement Design & Management
Nevada
$28.3M 382,490 +2,258 +0.6%
Raymond James Financial
22
Raymond James Financial
Florida
$25.9M 337,953 +69,034 +26%
AllianceBernstein
23
AllianceBernstein
Tennessee
$23.1M 301,780 – –
QC
24
Quadrature Capital
United Kingdom
$21M 274,499 +151,861 +124%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$20.4M 265,839 +7,825 +3%
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