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State Street SPDR Bloomberg Convertible Securities ETF

522 hedge funds and large institutions have $2.53B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 151 increasing their positions, 198 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

3% more funds holding

Funds holding: 507522 (+15)

14.54% less ownership

Funds ownership: 67.08%52.54% (-15%)

18% less capital invested

Capital invested by funds: $3.09B → $2.53B (-$563M)

24% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 198

88% less call options, than puts

Call options by funds: $339K | Put options by funds: $2.92M

Holders
522
Holders Change
+15
Holders Change %
+2.96%
% of All Funds
6.43%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.34%
New
65
Increased
151
Reduced
198
Closed
38
Calls
$339K
Puts
$2.92M
Net Calls
-$2.58M
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
176
VestGen Advisors
Illinois
$1.41M +$1.05M +11,205 +492%
PCA
177
Prosperity Capital Advisors
Ohio
$1.41M -$37.7K -404 -3%
NA
178
NewEdge Advisors
Louisiana
$1.4M -$7.1M -76,014 -83%
Fidelity Investments
179
Fidelity Investments
Massachusetts
$1.36M +$151K +1,619 +12%
SW
180
Simplicity Wealth
New Jersey
$1.34M +$3.17K +34 +0.2%
LFASL
181
Lugano Financial Advisors SA (LFA)
Switzerland
$1.34M
CA
182
Calton & Associates
Florida
$1.33M -$164K -1,753 -11%
GWM
183
Gilpin Wealth Management
Colorado
$1.31M -$47.6K -510 -3%
CRC
184
Curi RMB Capital
Illinois
$1.31M
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$1.29M -$1.55M -16,565 -54%
LCWP
186
Legacy Capital Wealth Partners
Arkansas
$1.26M +$22.5K +241 +2%
IMT
187
Investment Management Trust
Massachusetts
$1.25M +$1.27M +13,620 New
IRC
188
Investors Research Corp
Georgia
$1.24M -$6.91K -74 -0.5%
DADC
189
D.A. Davidson & Co
Montana
$1.24M +$574K +6,145 +84%
MYIA
190
Mount Yale Investment Advisors
Colorado
$1.21M -$93 -1 -0%
VAS
191
Vestmark Advisory Solutions
Massachusetts
$1.21M -$93 -1 -0%
P
192
&Partners
Tennessee
$1.2M -$588K -6,301 -33%
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
$1.19M -$348K -3,729 -22%
AWM
194
AE Wealth Management
Kansas
$1.16M -$401K -4,290 -25%
KIA
195
Kraematon Investment Advisors
Massachusetts
$1.16M -$122K -1,309 -9%
UCFA
196
United Capital Financial Advisors
Texas
$1.14M +$7.28K +78 +0.6%
NJIM
197
Nabity-Jensen Investment Management
Nebraska
$1.14M
PG
198
Patten Group
Tennessee
$1.14M -$1.49K -16 -0.1%
Renaissance Technologies
199
Renaissance Technologies
New York
$1.12M +$1.14M +12,200 New
ECA
200
Elevation Capital Advisory
Oregon
$1.12M -$4M -42,803 -78%