CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

520 hedge funds and large institutions have $2.52B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 150 increasing their positions, 198 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

18% less capital invested

Capital invested by funds: $3.08B → $2.52B (-$564M)

24% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 198

88% less call options, than puts

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

Holders
520
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$339K
Puts
$2.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
176
Prosperity Capital Advisors
Ohio
$1.41M
Fidelity Investments
177
Fidelity Investments
Massachusetts
$1.36M
SW
178
Simplicity Wealth
New Jersey
$1.34M
LFASL
179
Lugano Financial Advisors SA (LFA)
Switzerland
$1.34M
CA
180
Calton & Associates
Florida
$1.33M
GWM
181
Gilpin Wealth Management
Colorado
$1.31M
CRC
182
Curi RMB Capital
Illinois
$1.31M
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$1.29M
LCWP
184
Legacy Capital Wealth Partners
Arkansas
$1.26M
IMT
185
Investment Management Trust
Massachusetts
$1.25M
IRC
186
Investors Research Corp
Georgia
$1.24M
DADC
187
D.A. Davidson & Co
Montana
$1.24M
VAS
188
Vestmark Advisory Solutions
Massachusetts
$1.21M
MYIA
189
Mount Yale Investment Advisors
Colorado
$1.21M
P
190
&Partners
Tennessee
$1.2M
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$1.19M
AWM
192
AE Wealth Management
Kansas
$1.16M
KIA
193
Kraematon Investment Advisors
Massachusetts
$1.16M
UCFA
194
United Capital Financial Advisors
Texas
$1.14M
NJIM
195
Nabity-Jensen Investment Management
Nebraska
$1.14M
PG
196
Patten Group
Tennessee
$1.14M
Renaissance Technologies
197
Renaissance Technologies
New York
$1.12M
ECA
198
Elevation Capital Advisory
Oregon
$1.12M
AIA
199
Arrow Investment Advisors
Maryland
$1.11M
BFS
200
BridgePort Financial Solutions
Iowa
$1.1M