State Street SPDR Bloomberg Convertible Securities ETF
565 hedge funds and large institutions have $3.68B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2026 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 174 increasing their positions, 196 reducing their positions, and 40 closing their positions.
95% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 40
45% more capital invested
Capital invested by funds: $2.53B → $3.68B (+$1.14B)
7% more funds holding in top 10
Funds holding in top 10: 29 → 31 (+2)
7% more funds holding
Funds holding: 530 → 565 (+35)
6.13% more ownership
Funds ownership: 52.65% → 58.78% (+6.1%)
11% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 196
98% less call options, than puts
Call options by funds: $593K | Put options by funds: $30.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$206M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$161M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$119M |
| 4 |
LPL Financial
San Diego,
California
|
+$39.2M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$46.8M |
| 2 |
Goldman Sachs
New York
|
-$20.7M |
| 3 |
Morgan Stanley
New York
|
-$11.9M |
| 4 |
AssetMark Inc
Concord,
California
|
-$10.4M |
| 5 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$10M |
CWB Hedge Fund Activity: Q2 2026 in Review
565 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) for Q2 2026, worth a combined $3.68B — up 45% from $2.53B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new CWB positions and 40 closed out — a net gain of 38 holders — while 174 added to existing stakes and 196 trimmed.
The largest buyer was Howard Capital Management, adding an estimated $206M. The largest seller was Jane Street, exiting entirely with an estimated $46.8M sold.
- 565 institutional investors held State Street SPDR Bloomberg Convertible Securities ETF (CWB) as of Q2 2026, up from 530 in Q1 2026.
- Funds reported $3.68B of State Street SPDR Bloomberg Convertible Securities ETF stock for Q2 2026, up 45% quarter-over-quarter.
- 78 funds opened new State Street SPDR Bloomberg Convertible Securities ETF positions in Q2 2026 and 40 closed out, a net change of +38 holders.
- The largest State Street SPDR Bloomberg Convertible Securities ETF buyer in Q2 2026 was Howard Capital Management, an estimated $206M added.
- The largest State Street SPDR Bloomberg Convertible Securities ETF seller in Q2 2026 was Jane Street, an estimated $46.8M sold.
Based on aggregated 13F filings for Q2 2026.