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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
RWA
26
River Wealth Advisors
Pennsylvania
$19.1M
Osaic Holdings
27
Osaic Holdings
Arizona
$18.8M
WWA
28
Wealth Watch Advisors
Colorado
$18.4M
Allianz Asset Management
29
Allianz Asset Management
Germany
$17.6M
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$17.4M
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$17M
WPW
32
Waldron Private Wealth
Pennsylvania
$16.6M
XF
33
XML Financial
Maryland
$15.9M
Stifel Financial
34
Stifel Financial
Missouri
$15.5M
GC
35
Guggenheim Capital
Illinois
$15.2M
FCC
36
Florin Court Capital
United Kingdom
$14M
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$12.9M
MWM
38
Modera Wealth Management
New Jersey
$11.9M
PWM
39
Paulson Wealth Management
Illinois
$11.9M
OC
40
Oppenheimer & Co
New York
$11.1M
Capstone Investment Advisors
41
Capstone Investment Advisors
New York
$10.8M
HNB
42
Huntington National Bank
Ohio
$10.3M
FWA
43
FSC Wealth Advisors
New York
$10.2M
FTA
44
Financial & Tax Architects
Missouri
$10.1M
LAM
45
Lifestyle Asset Management
Texas
$9.5M
ANTB
46
AMG National Trust Bank
Colorado
$9.43M
ML
47
McAdam LLC
Pennsylvania
$9.16M
KWM
48
Kingsview Wealth Management
Oregon
$9.16M
NAM
49
NTV Asset Management
West Virginia
$8.91M
Nomura Asset Management
50
Nomura Asset Management
Japan
$8.74M