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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
MWM
276
Mascagni Wealth Management
Mississippi
$343K
PCIA
277
Prime Capital Investment Advisors
Kansas
$341K
CA
278
CoreCap Advisors
Michigan
$339K
SC
279
Seldon Capital
California
$336K
FPAS
280
Focus Partners Advisor Solutions
Missouri
$333K
MCCA
281
Mill Creek Capital Advisors
Pennsylvania
$332K
USCWA
282
U.S. Capital Wealth Advisors
Texas
$331K
OCM
283
Orion Capital Management
California
$331K
CPA
284
Cardiff Park Advisors
California
$331K
FRA
285
Frank Rimerman Advisors
California
$331K
AFP
286
Ausdal Financial Partners
Iowa
$327K
CPSAC
287
Chas P. Smith & Associates (CPS)
Florida
$325K
KSWA
288
Kathleen S. Wright Associates
Pennsylvania
$323K
FHC
289
First Heartland Consultants
Missouri
$322K
CAG
290
Csenge Advisory Group
Florida
$320K
AAS
291
Avantax Advisory Services
Texas
$319K
MT
292
Midwest Trust
Kansas
$315K
Baird Financial Group
293
Baird Financial Group
Wisconsin
$314K
Lido Advisors
294
Lido Advisors
California
$313K
AIM
295
Advyzon Investment Management
Illinois
$309K
FWM
296
Focused Wealth Management
New York
$308K
AWA
297
Arkadios Wealth Advisors
Georgia
$308K
MC
298
Moors & Cabot
Massachusetts
$304K
WAM
299
Worth Asset Management
Texas
$293K
KPWS
300
Kestra Private Wealth Services
Texas
$291K