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State Street SPDR Bloomberg Convertible Securities ETF

475 hedge funds and large institutions have $3.2B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 140 increasing their positions, 153 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.79% more ownership

Funds ownership: 66.85%68.64% (+1.8%)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 153

87% less call options, than puts

Call options by funds: $815K | Put options by funds: $6.14M

Holders
475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$815K
Puts
$6.14M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Pinnacle Associates
New York
$797K
AIM
227
Advyzon Investment Management
Illinois
$783K
EWA
228
EverSource Wealth Advisors
Alabama
$775K
TA
229
TFB Advisors
Kansas
$770K
PFP
230
Pinnacle Financial Partners
Tennessee
$757K
P
231
&Partners
Tennessee
$755K
Invesco
232
Invesco
Georgia
$754K
PCA
233
Prosperity Capital Advisors
Ohio
$747K
SI
234
Stephens Inc
Arkansas
$743K
M&T Bank
235
M&T Bank
New York
$733K
LCWP
236
Legacy Capital Wealth Partners
Arkansas
$722K
Comerica Bank
237
Comerica Bank
Texas
$712K
JP Morgan Chase
238
JP Morgan Chase
New York
$708K
MWM
239
Maridea Wealth Management
New York
$706K
CMMS
240
Comprehensive Money Management Services
Florida
$702K
Fidelity Investments
241
Fidelity Investments
Massachusetts
$697K
LFA
242
Laraway Financial Advisors
Minnesota
$696K
CAI
243
Capital Advisors Inc
Oklahoma
$692K
BAM
244
Belpointe Asset Management
Nevada
$687K
GM
245
GeoWealth Management
Illinois
$677K
SFP
246
Strategic Financial Partners
Oregon
$667K
GRP
247
Global Retirement Partners
California
$660K
FIA
248
Foundations Investment Advisors
Arizona
$657K
DADC
249
D.A. Davidson & Co
Montana
$656K
IWC
250
Integrated Wealth Concepts
Massachusetts
$655K