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State Street SPDR Bloomberg Convertible Securities ETF

469 hedge funds and large institutions have $2.63B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 186 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

21% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 38

1.11% more ownership

Funds ownership: 66.51% → 67.62% (+1.1%)

0% more funds holding

Funds holding: 467 → 469 (+2)

28% less capital inflows, than outflows

Capital inflows: $187M | Capital outflows: $261M

32% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 186

90% less call options, than puts

Call options by funds: $645K | Put options by funds: $6.33M

Holders
469
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
6.15%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
46
Increased
127
Reduced
186
Closed
38
Calls
$645K
Puts
$6.33M
Net Calls
-$5.69M
Net Calls Change
+$60.6M

CWB Hedge Fund Activity: Q2 2025 in Review

469 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) for Q2 2025, worth a combined $2.63B — up 3.2% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new CWB positions and 38 closed out — a net gain of 8 holders — while 127 added to existing stakes and 186 trimmed.

The largest buyer was Goodman Advisory Group, opening a new position worth an estimated $39.1M. The largest seller was Ameriprise, cutting an estimated $69.9M.

  • 469 institutional investors held State Street SPDR Bloomberg Convertible Securities ETF (CWB) as of Q2 2025, up from 467 in Q1 2025.
  • Funds reported $2.63B of State Street SPDR Bloomberg Convertible Securities ETF stock for Q2 2025, up 3.2% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg Convertible Securities ETF positions in Q2 2025 and 38 closed out, a net change of +8 holders.
  • The largest State Street SPDR Bloomberg Convertible Securities ETF buyer in Q2 2025 was Goodman Advisory Group, an estimated $39.1M added.
  • The largest State Street SPDR Bloomberg Convertible Securities ETF seller in Q2 2025 was Ameriprise, an estimated $69.9M sold.

Based on aggregated 13F filings for Q2 2025.