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SPDR Bloomberg Convertible Securities ETF

457 hedge funds and large institutions have $2.62B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 182 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 457457 (0)

33% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 182

90% less call options, than puts

Call options by funds: $645K | Put options by funds: $6.33M

Holders
457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$645K
Puts
$6.33M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FBB
226
Fulton Breakefield Broenniman
Maryland
$620K
TW
227
Trajan Wealth
Arizona
$611K
DADC
228
D.A. Davidson & Co
Montana
$603K
WMR
229
Wealth Management Resources
Rhode Island
$598K
HWM
230
HB Wealth Management
Georgia
$590K
CWM
231
Connecticut Wealth Management
Connecticut
$578K
Cerity Partners
232
Cerity Partners
New York
$577K
TCA
233
Trifecta Capital Advisors
Illinois
$565K
LCWP
234
Legacy Capital Wealth Partners
Arkansas
$563K
Fidelity Investments
235
Fidelity Investments
Massachusetts
$554K
TSS
236
Two Sigma Securities
New York
$543K
HPC
237
Hobart Private Capital
North Carolina
$542K
SCG
238
Sonata Capital Group
Washington
$540K
KA
239
Kovack Advisors
Florida
$518K
CPL
240
CAP Partners LLC
Tennessee
$517K
SCA
241
Snowden Capital Advisors
New York
$505K
FIA
242
Foundations Investment Advisors
Arizona
$499K
GRP
243
Global Retirement Partners
California
$478K
LWM
244
LongView Wealth Management
Georgia
$472K
EFL
245
ERn Financial LLC
Wisconsin
$463K
RW
246
RVW Wealth
California
$456K
KeyBank National Association
247
KeyBank National Association
Ohio
$455K
SWP
248
Sagespring Wealth Partners
Tennessee
$454K
SWP
249
Stratos Wealth Partners
Ohio
$453K
MCM
250
MV Capital Management
Maryland
$446K