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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
SC
326
Savant Capital
Illinois
$238K
BTWM
327
Baker Tilly Wealth Management
Wisconsin
$238K
LSWP
328
Liberty Square Wealth Partners
Pennsylvania
$237K
NP
329
NorthRock Partners
Minnesota
$235K
BF
330
BOK Financial
Oklahoma
$232K
LFAS
331
Level Four Advisory Services
Texas
$232K
FNBT
332
FineMark National Bank & Trust
Florida
$228K
HS
333
Horan Securities
United States
$225K
BBHC
334
Brown Brothers Harriman & Co
New York
$224K
AssetMark Inc
335
AssetMark Inc
California
$221K
IWM
336
IHT Wealth Management
Illinois
$220K
NL
337
NVWM LLC
Pennsylvania
$219K
MFG
338
Merit Financial Group
Georgia
$218K
CIA
339
Concurrent Investment Advisors
Florida
$217K
TCM
340
Traub Capital Management
Massachusetts
$216K
DAS
341
Diversify Advisory Services
Utah
$216K
CAM
342
Creekmur Asset Management
Illinois
$213K
WFA
343
Wells Financial Advisors
Massachusetts
$212K
MKA
344
M. Kulyk & Associates
Georgia
$207K
KCFA
345
Key Client Fiduciary Advisors
New Jersey
$205K
HIS
346
Harvest Investment Services
Illinois
$205K
EP
347
Edgestream Partners
New Jersey
$204K
BWL
348
Bogart Wealth LLC
Virginia
$199K
SS
349
Sunbelt Securities
Texas
$197K
GFL
350
Granite FO LLC
New Hampshire
$188K