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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
DJSG
351
D.J. St. Germain
Massachusetts
$177K
UCB
352
United Community Bank
South Carolina
$173K
MWM
353
MorganRosel Wealth Management
Colorado
$165K
CIAS
354
Capital Investment Advisory Services
North Carolina
$149K
SSA
355
SSA Swiss Advisors
$145K
HBW
356
Hazlett, Burt & Watson
West Virginia
$124K
EB
357
Eastern Bank
Massachusetts
$124K
OHWP
358
Oak Harbor Wealth Partners
North Carolina
$124K
PFM
359
Phillips Financial Management
Indiana
$123K
HFS
360
Hughes Financial Services
Virginia
$120K
CFB
361
Cullen/Frost Bankers
Texas
$116K
HI
362
Harbour Investments
Wisconsin
$114K
EWM
363
EPG Wealth Management
Georgia
$114K
TF
364
Tompkins Financial
New York
$108K
MA
365
MCF Advisors
Kentucky
$107K
HWA
366
HHM Wealth Advisors
Tennessee
$104K
DF
367
Dunhill Financial
United Kingdom
$101K
OC
368
Oakworth Capital
Alabama
$98.9K
TIM
369
Total Investment Management
Arizona
$92.8K
SS
370
SBI Securities
Japan
$89.1K
National Bank of Canada
371
National Bank of Canada
Quebec, Canada
$89.1K
MSG
372
Main Street Group
Virginia
$87.7K
FFWM
373
Future Financial Wealth Management
Ohio
$82.7K
AT
374
Arlington Trust
Alabama
$82.7K
OSAM
375
O'Shaughnessy Asset Management
Connecticut
$81.7K