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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
BFO
301
Boston Family Office
Massachusetts
$290K
GVAG
302
Great Valley Advisor Group
Delaware
$285K
PWP
303
Principle Wealth Partners
Connecticut
$282K
MWM
304
Modern Wealth Management
Kansas
$282K
CWM
305
CCG Wealth Management
California
$279K
PTC
306
Private Trust Company
Ohio
$276K
TWM
307
Topsail Wealth Management
North Carolina
$274K
SWM
308
Spire Wealth Management
Virginia
$271K
BFG
309
Berger Financial Group
Minnesota
$271K
BPA
310
Beacon Pointe Advisors
California
$270K
BHBT
311
Burke & Herbert Bank & Trust
Virginia
$269K
CF
312
Centaurus Financial
California
$269K
APW
313
Austin Private Wealth
Texas
$269K
HW
314
Hancock Whitney
Mississippi
$267K
CMS
315
Capital Market Strategies
Florida
$266K
SDWMA
316
Schneider Downs Wealth Management Advisors
Pennsylvania
$265K
CTFG
317
Capstone Triton Financial Group
Oklahoma
$260K
BCG
318
Breakwater Capital Group
New Jersey
$258K
QCIG
319
Quad-Cities Investment Group
Iowa
$257K
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$249K
WAG
321
Winthrop Advisory Group
Massachusetts
$247K
CIBC World Market
322
CIBC World Market
Ontario, Canada
$244K
WP
323
Westmount Partners
California
$242K
ACM
324
Absolute Capital Management
Pennsylvania
$242K
Fisher Asset Management
325
Fisher Asset Management
Washington
$242K