SPDR Bloomberg Convertible Securities ETF
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
203% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 29
75% more capital invested
Capital invested by funds: $2.19B [Q3] → $3.82B (+$1.64B) [Q4]
27% more funds holding in top 10
Funds holding in top 10: 15 [Q3] → 19 (+4) [Q4]
11% more funds holding
Funds holding: 451 [Q3] → 501 (+50) [Q4]
5.13% more ownership
Funds ownership: 61.4% [Q3] → 66.53% (+5.13%) [Q4]
3% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 147
33% less call options, than puts
Call options by funds: $47K | Put options by funds: $70K
Research analyst outlook
We haven’t received any recent analyst ratings for CWB.
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
CWB: Bond Index ETF With A Taste Of Equities
The SPDR Bloomberg Barclays Convertible Securities ETF holds a portfolio of 300 convertible securities, mostly without credit rating. CWB has a stronger correlation with stocks than with bonds and should be handled like a low-volatility equity ETF. CWB is the oldest and best-performing ETF among its peers.
Positive
Seeking Alpha
5 months ago
CWB: A Hybrid With Attractive Upside Potential
Convertible securities blend traits of bonds and stocks. They are worth considering given the way they balance growth with income. CWB's sector allocation highlights its approach of mixing income with growth.
Neutral
Business Wire
6 months ago
Caliber and Nasdaq to Host Webinar on Distressed Commercial Real Estate Assets on October 23, 2024
SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #alternativeassets--Caliber will host a webinar with the Nasdaq stock exchange on “Growing Opportunities in Distressed Commercial Real Estate Assets” on Wed., Oct. 23.
Positive
Seeking Alpha
1 year ago
CWB: A Useful Tactical Allocation Instrument
SPDR® Bloomberg Convertible Securities ETF holds a portfolio of convertible securities and is well-diversified. The CWB ETF is a hybrid asset with characteristics of both equity and fixed income, and its behavior is closer to a stock index than a bond index. CWB doesn't look attractive as a long-term investment, but it is a good instrument for tactical allocation in a rotational model.
Positive
Seeking Alpha
1 year ago
CWB: Solid Convertible Bond ETF For Total Return Or A Small Cap Alternative
CWB offers investors a way to access innovative companies but with historically lower risk than small cap stock ETFs like IWM. Convertible bonds have a favorable reward/risk profile over many years, with equity-like returns alongside payment of principal built into these securities. Credit markets' future refinancing needs, the so-called maturity wall, bode well for convertible demand as an alternative to traditional bonds' higher interest expense.
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