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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
CWM
126
Cordatus Wealth Management
Pennsylvania
$2.35M +$665K +7,727 +42%
EAM
127
Everstar Asset Management
North Carolina
$2.23M -$36.6K -425 -2%
HWM
128
Howard Wealth Management
Connecticut
$2.17M +$13.2K +153 +0.6%
DI
129
Disciplined Investments
Oklahoma
$2.15M -$13.3K -155 -0.6%
AI
130
Atria Investments
North Carolina
$2.14M -$813K -9,449 -29%
AFP
131
Ausdal Financial Partners
Iowa
$2.09M +$1.65M +19,184 +484%
SW
132
Simplicity Wealth
New Jersey
$2.08M -$4.29M -49,870 -68%
PAG
133
Private Advisory Group
Washington
$2.04M +$429K +4,992 +29%
MBT
134
Montecito Bank & Trust
California
$2.03M +$1.93M +22,470 New
PS
135
Principal Securities
Iowa
$2.03M -$275K -3,203 -13%
ORC
136
O'Rourke & Company
Massachusetts
$2.03M +$2.41K +28 +0.1%
Northern Trust
137
Northern Trust
Illinois
$1.99M -$51.6K -600 -3%
AWM
138
AE Wealth Management
Kansas
$1.98M +$747K +8,682 +66%
PAS
139
Parsonex Advisory Services
Colorado
$1.97M +$63.4K +737 +4%
AA
140
Advisory Alpha
Michigan
$1.95M -$6.11K -71 -0.3%
OWA
141
Octavia Wealth Advisors
Ohio
$1.94M -$79.3K -922 -4%
SW
142
SkyOak Wealth
Michigan
$1.89M -$17.2K -200 -1%
MCM
143
MAI Capital Management
Ohio
$1.86M +$84.6K +984 +5%
BCM
144
Brookstone Capital Management
Illinois
$1.81M +$399K +4,643 +30%
RSS
145
Rosenblum Silverman Sutton
California
$1.8M -$4.3K -50 -0.3%
JWBC
146
J.W. Burns & Co
New York
$1.78M +$36.2K +421 +2%
ETC
147
Exchange Traded Concepts
Oklahoma
$1.77M -$317K -3,684 -16%
Envestnet Portfolio Solutions
148
Envestnet Portfolio Solutions
Illinois
$1.77M -$714K -8,306 -30%
CFO
149
CVA Family Office
Colorado
$1.75M +$2.75K +32 +0.2%
CCT
150
Capital City Trust
Florida
$1.72M