State Street SPDR Bloomberg Convertible Securities ETF
528 hedge funds and large institutions have $2.53B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 199 reducing their positions, and 39 closing their positions.
72% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 39
26% more funds holding in top 10
Funds holding in top 10: 23 → 29 (+6)
4% more funds holding
Funds holding: 508 → 528 (+20)
14.41% less ownership
Funds ownership: 67.06% → 52.65% (-14%)
18% less capital invested
Capital invested by funds: $3.09B → $2.53B (-$556M)
24% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 199
88% less call options, than puts
Call options by funds: $339K | Put options by funds: $2.92M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$12.2M |
| 2 |
FTA
Financial & Tax Architects
St Louis,
Missouri
|
+$9.81M |
| 3 |
BCM
Bluefin Capital Management
New York
|
+$9.78M |
| 4 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$9.04M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$9.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$216M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$166M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$123M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$39.8M |
| 5 |
LPL Financial
San Diego,
California
|
-$30.7M |
CWB Hedge Fund Activity: Q1 2026 in Review
528 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) for Q1 2026, worth a combined $2.53B — down 18% from $3.09B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new CWB positions and 39 closed out — a net gain of 28 holders — while 152 added to existing stakes and 199 trimmed.
The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $12.2M. The largest seller was Howard Capital Management, cutting an estimated $216M.
- 528 institutional investors held State Street SPDR Bloomberg Convertible Securities ETF (CWB) as of Q1 2026, up from 508 in Q4 2025.
- Funds reported $2.53B of State Street SPDR Bloomberg Convertible Securities ETF stock for Q1 2026, down 18% quarter-over-quarter.
- 67 funds opened new State Street SPDR Bloomberg Convertible Securities ETF positions in Q1 2026 and 39 closed out, a net change of +28 holders.
- The largest State Street SPDR Bloomberg Convertible Securities ETF buyer in Q1 2026 was Kingsview Wealth Management, an estimated $12.2M added.
- The largest State Street SPDR Bloomberg Convertible Securities ETF seller in Q1 2026 was Howard Capital Management, an estimated $216M sold.
Based on aggregated 13F filings for Q1 2026.