State Street SPDR Bloomberg Convertible Securities ETF
487 hedge funds and large institutions have $3.22B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 156 reducing their positions, and 37 closing their positions.
84% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 37
22% more capital invested
Capital invested by funds: $2.63B → $3.22B (+$584M)
11% more funds holding in top 10
Funds holding in top 10: 19 → 21 (+2)
4% more funds holding
Funds holding: 468 → 487 (+19)
2% more ownership
Funds ownership: 67.05% → 69.05% (+2%)
8% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 156
87% less call options, than puts
Call options by funds: $815K | Put options by funds: $6.14M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$93M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$49.4M |
| 3 |
PFM
Potomac Fund Management
Miami,
Florida
|
+$40.4M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$32.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$29.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$17.6M |
| 2 |
Goldman Sachs
New York
|
-$11.7M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.5M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$9.16M |
| 5 |
NYLIM
New York Life Investment Management
New York
|
-$8.48M |
CWB Hedge Fund Activity: Q3 2025 in Review
487 of the 7,639 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) for Q3 2025, worth a combined $3.22B — up 22% from $2.63B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new CWB positions and 37 closed out — a net gain of 31 holders — while 144 added to existing stakes and 156 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $93M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $17.6M sold.
- 487 institutional investors held State Street SPDR Bloomberg Convertible Securities ETF (CWB) as of Q3 2025, up from 468 in Q2 2025.
- Funds reported $3.22B of State Street SPDR Bloomberg Convertible Securities ETF stock for Q3 2025, up 22% quarter-over-quarter.
- 68 funds opened new State Street SPDR Bloomberg Convertible Securities ETF positions in Q3 2025 and 37 closed out, a net change of +31 holders.
- The largest State Street SPDR Bloomberg Convertible Securities ETF buyer in Q3 2025 was AssetMark Inc, an estimated $93M added.
- The largest State Street SPDR Bloomberg Convertible Securities ETF seller in Q3 2025 was Allianz Asset Management, an estimated $17.6M sold.
Based on aggregated 13F filings for Q3 2025.