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State Street SPDR Bloomberg Convertible Securities ETF

486 hedge funds and large institutions have $3.22B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 37

22% more capital invested

Capital invested by funds: $2.63B → $3.22B (+$584M)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more funds holding

Funds holding: 467486 (+19)

2.01% more ownership

Funds ownership: 67%69.01% (+2%)

8% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 156

87% less call options, than puts

Call options by funds: $815K | Put options by funds: $6.14M

Holders
486
Holders Change
+19
Holders Change %
+4.07%
% of All Funds
6.38%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.28%
New
68
Increased
144
Reduced
156
Closed
37
Calls
$815K
Puts
$6.14M
Net Calls
-$5.33M
Net Calls Change
+$357K
Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
51
AMG National Trust Bank
Colorado
$10.1M -$256K -2,976 -3%
Jane Street
52
Jane Street
New York
$9.8M +$9.31M +108,256 New
Capstone Investment Advisors
53
Capstone Investment Advisors
New York
$9.67M -$2.06M -24,000 -18%
NAM
54
NTV Asset Management
West Virginia
$9.57M -$169K -1,965 -2%
Nomura Asset Management
55
Nomura Asset Management
Japan
$9.56M
AP
56
Advisors Preferred
Maryland
$9.56M +$5.04M +58,590 +127%
AFS
57
Anderson Financial Strategies
Ohio
$8.86M -$74.2K -863 -0.9%
PAG
58
Private Advisor Group
New Jersey
$8.7M +$2.59M +30,104 +46%
SPIA
59
Steward Partners Investment Advisory
New York
$8.39M +$84.9K +987 +1%
WCM
60
Windsor Capital Management
Arizona
$8.26M -$240K -2,788 -3%
PA
61
PFG Advisors
Arizona
$8.24M +$7.83M +91,018 New
EC
62
Elequin Capital
New York
$8.12M +$278K +3,228 +4%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$8.01M -$10.5M -122,577 -58%
PBF
64
Petix & Botte Financial
California
$7.66M -$443K -5,147 -6%
RWP
65
RWA Wealth Partners
Massachusetts
$7.41M +$536K +6,228 +8%
FCC
66
Florin Court Capital
United Kingdom
$7.03M -$7.91M -92,000 -54%
HH
67
Hilltop Holdings
Texas
$7.02M +$1.11M +12,943 +20%
SWAG
68
Spectrum Wealth Advisory Group
California
$6.88M +$5.79M +67,348 +781%
BFG
69
Baron Financial Group
New Jersey
$6.66M -$9.2K -107 -0.1%
AGA
70
Arkos Global Advisors
Texas
$6.55M -$126K -1,461 -2%
FB
71
Finward Bancorp
Indiana
$6.38M -$406K -4,720 -6%
HCM
72
HMS Capital Management
Tennessee
$6.27M +$950K +11,048 +19%
Prudential Financial
73
Prudential Financial
New Jersey
$6.25M -$219K -2,547 -4%
ECA
74
Elevation Capital Advisory
Oregon
$6.09M +$2.55M +29,656 +79%
Creative Planning
75
Creative Planning
Kansas
$5.86M +$47.6K +553 +0.9%