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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
AI
101
Atria Investments
North Carolina
$2.74M
TPWA
102
TRUE Private Wealth Advisors
Oregon
$2.61M
CWS
103
Confluence Wealth Services
Pennsylvania
$2.58M
FWA
104
FOCUS Wealth Advisors
Texas
$2.58M
JWCA
105
J.W. Cole Advisors
Florida
$2.57M
PIA
106
Powell Investment Advisors
Florida
$2.53M
HAG
107
HF Advisory Group
Maryland
$2.51M
FNC
108
First National Corp
Massachusetts
$2.49M
Fidelity International
109
Fidelity International
Bermuda
$2.45M
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$2.3M
IRC
111
Investors Research Corp
Georgia
$2.3M
SFS
112
Sowell Financial Services
Arkansas
$2.27M
KAS
113
Kestra Advisory Services
Texas
$2.25M
HPM
114
Hudson Portfolio Management
New York
$2.21M
Corient Private Wealth
115
Corient Private Wealth
Florida
$2.2M
AI
116
AXS Investments
New York
$2.19M
OPWM
117
Oxinas Partners Wealth Management
Indiana
$2.16M
EH
118
Equitable Holdings
New York
$2.15M
Citadel Advisors
119
Citadel Advisors
Florida
$2.15M
PS
120
Principal Securities
Iowa
$2.12M
EAM
121
Everstar Asset Management
North Carolina
$2.08M
William Blair & Company
122
William Blair & Company
Illinois
$2.01M
Jones Financial Companies
123
Jones Financial Companies
Missouri
$1.98M
DI
124
Disciplined Investments
Oklahoma
$1.98M
HWM
125
Howard Wealth Management
Connecticut
$1.97M