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SPDR Bloomberg Convertible Securities ETF

458 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, 183 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: 457458 (+1)

33% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 183

90% less call options, than puts

Call options by funds: $645K | Put options by funds: $6.33M

Holders
458
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
NEPWA
151
New England Private Wealth Advisors
Massachusetts
$1.47M
PAG
152
Private Advisory Group
Washington
$1.45M
AC
153
Aristides Capital
Kentucky
$1.43M
Mariner
154
Mariner
Kansas
$1.38M
ATI
155
ARK & TLK Investments
Oklahoma
$1.36M
BCM
156
BlueCrest Capital Management
Jersey
$1.36M
CCFM
157
Clear Creek Financial Management
Washington
$1.34M
TPW
158
Talon Private Wealth
Florida
$1.28M
CWM
159
Congress Wealth Management
Massachusetts
$1.28M
BCM
160
Brookstone Capital Management
Illinois
$1.27M
CRC
161
Curi RMB Capital
Illinois
$1.18M
LFASL
162
Lugano Financial Advisors SA (LFA)
Switzerland
$1.15M
KIA
163
Kraematon Investment Advisors
Massachusetts
$1.15M
OFS
164
OneAscent Financial Services
Alabama
$1.14M
PWP
165
Pursue Wealth Partners
California
$1.11M
FF
166
Farrell Financial
New York
$1.1M
AWM
167
AE Wealth Management
Kansas
$1.09M
LMKC
168
L.M. Kohn & Company
Ohio
$1.07M
PG
169
Patten Group
Tennessee
$1.04M
NJIM
170
Nabity-Jensen Investment Management
Nebraska
$1.03M
KWA
171
Kingswood Wealth Advisors
California
$1.03M
AF
172
Apexium Financial
Texas
$1.03M
WIA
173
World Investment Advisors
California
$1.01M
HA
174
Herold Advisors
New York
$972K
OAM
175
Occidental Asset Management
California
$969K