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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
AF
76
Allworth Financial
California
$5.83M -$222K -2,577 -4%
Citigroup
77
Citigroup
New York
$5.46M +$817K +9,496 +19%
RAM
78
Riggs Asset Management
Pennsylvania
$5.06M +$152K +1,766 +3%
SIAP
79
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.96M -$16.6K -193 -0.4%
DJYG
80
David J. Yvars Group
Florida
$4.95M +$31.2K +363 +0.7%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$4.91M +$31.2K +363 +0.7%
HighTower Advisors
82
HighTower Advisors
Illinois
$4.9M -$24.4K -284 -0.5%
Renaissance Technologies
83
Renaissance Technologies
New York
$4.81M -$2.24M -26,000 -33%
PFS
84
Prospera Financial Services
Texas
$4.7M +$647K +7,527 +17%
NA
85
NewEdge Advisors
Louisiana
$4.57M +$18.1K +210 +0.4%
Mirae Asset Global Investments
86
Mirae Asset Global Investments
South Korea
$4.57M +$348K +4,045 +9%
OAS
87
Optivise Advisory Services
Tennessee
$4.53M +$200K +2,324 +5%
YMRC
88
Yorktown Management & Research Company
Virginia
$4.53M +$4.3M +50,000 New
SCM
89
Sage Capital Management
New Jersey
$4.46M +$2.15K +25 +0.1%
WB
90
WesBanco Bank
West Virginia
$4.3M +$86.6K +1,007 +2%
CPIG
91
Chicago Partners Investment Group
Illinois
$4.26M -$84.1K -978 -2%
BRWA
92
B. Riley Wealth Advisors
Florida
$4.19M -$1.5M -17,384 -27%
GWM
93
Geneos Wealth Management
Colorado
$4.02M -$348K -4,049 -8%
William Blair & Company
94
William Blair & Company
Illinois
$3.98M +$1.69M +19,701 +81%
CL
95
CIM LLC
New York
$3.9M -$11.8K -137 -0.3%
Kovitz Investment Group Partners
96
Kovitz Investment Group Partners
Illinois
$3.64M +$3.46M +40,249 New
MPPLM
97
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.45M +$3.28M +38,133 New
SC
98
Sykon Capital
New York
$3.42M -$663K -7,711 -17%
EAMA
99
EFG Asset Management (Americas)
Florida
$3.32M +$19.8K +230 +0.6%
WA
100
Waverly Advisors
Alabama
$3.25M +$159K +1,854 +5%