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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
SRC
176
Sage Rhino Capital
California
$962K
IWS
177
Insight Wealth Strategies
California
$940K
BFS
178
BridgePort Financial Solutions
Iowa
$932K
JFGIW
179
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$928K
CCA
180
Cottonwood Capital Advisors
Utah
$916K
Lazard Asset Management
181
Lazard Asset Management
New York
$909K
CA
182
Calton & Associates
Florida
$899K
CW
183
CreativeOne Wealth
Kansas
$899K
DCM
184
Delta Capital Management
New Jersey
$898K
TCM
185
Telos Capital Management
California
$892K
FMC
186
First Merchants Corp
Indiana
$881K
SPC
187
Sigma Planning Corp
Michigan
$881K
IB
188
Intrust Bank
Kansas
$876K
US Bancorp
189
US Bancorp
Minnesota
$874K
SWM
190
SK Wealth Management
Rhode Island
$867K
MAG
191
M3 Advisory Group
Massachusetts
$849K
CWMGO
192
Capstone Wealth Management Group (Oregon)
Oregon
$846K
GAA
193
Guardian Asset Advisors
Pennsylvania
$841K
QCM
194
Quantinno Capital Management
New York
$827K
TW
195
Towerpoint Wealth
California
$823K
PAA
196
Peregrine Asset Advisers
Oregon
$822K
BJL
197
Brighton Jones LLC
Washington
$818K
Comerica Bank
198
Comerica Bank
Texas
$815K
Legacy Financial Group (Iowa)
199
Legacy Financial Group (Iowa)
Iowa
$808K
LKWM
200
Lee-Kelleher Wealth Management
Maryland
$785K