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SPDR Bloomberg Convertible Securities ETF

456 hedge funds and large institutions have $2.53B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-54
Holders Change %
-10.59%
% of All Funds
6.2%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
40
Increased
134
Reduced
175
Closed
81
Calls
$230K
Puts
$66.5M
Net Calls
-$66.3M
Net Calls Change
-$66.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
201
Invesco
Georgia
$732K -$20.8K -271 -3%
JFGIW
202
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$730K +$30.6K +400 +4%
LKWM
203
Lee-Kelleher Wealth Management
Maryland
$728K
EWA
204
EverSource Wealth Advisors
Alabama
$717K -$1.04M -13,608 -59%
RT
205
Rockland Trust
Massachusetts
$716K -$7.51K -98 -1%
PA
206
Pinnacle Associates
New York
$711K -$14K -183 -2%
KFI
207
Key Financial Inc
Pennsylvania
$706K
PFA
208
Portland Financial Advisors
New York
$698K +$55.4K +723 +9%
M&T Bank
209
M&T Bank
New York
$697K -$102K -1,325 -13%
FIA
210
Foundations Investment Advisors
Arizona
$688K -$2.53M -33,062 -79%
US Bancorp
211
US Bancorp
Minnesota
$676K +$1.23K +16 +0.2%
SWM
212
SeaCrest Wealth Management
New York
$674K -$191K -2,498 -22%
HPC
213
Hobart Private Capital
North Carolina
$670K -$80.4K -1,049 -11%
SP
214
Stablepoint Partners
Massachusetts
$669K +$2.3K +30 +0.3%
SWAG
215
Spectrum Wealth Advisory Group
California
$661K
FFA
216
Farther Finance Advisors
California
$657K +$656K +8,541 +38,823%
FBB
217
Fulton Breakefield Broenniman
Maryland
$642K -$3.29M -42,964 -84%
LFA
218
Laraway Financial Advisors
Minnesota
$613K
FWA
219
FORM Wealth Advisors
Wisconsin
$603K +$603K +7,869 New
CMMS
220
Comprehensive Money Management Services
Florida
$600K -$20.9K -273 -3%
WMR
221
Wealth Management Resources
Rhode Island
$595K -$125K -1,627 -17%
CAI
222
Capital Advisors Inc
Oklahoma
$586K -$1.23K -16 -0.2%
AC
223
Aristides Capital
Kentucky
$565K
BAM
224
Belpointe Asset Management
Nevada
$561K +$328K +4,275 +141%
DADC
225
D.A. Davidson & Co
Montana
$559K -$354K -4,625 -39%