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SPDR Bloomberg Convertible Securities ETF

510 hedge funds and large institutions have $2.95B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 153 increasing their positions, 147 reducing their positions, and 29 closing their positions.

Holders
510
Holders Change
+57
Holders Change %
+12.58%
% of All Funds
6.79%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
94
Increased
153
Reduced
147
Closed
29
Calls
$47K
Puts
$70K
Net Calls
-$23K
Net Calls Change
-$100K
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$200M 2,573,660 +1,936,754 +304%
Bank of America
2
Bank of America
North Carolina
$197M 2,524,153 -1,975 -0.1%
HCM
3
Howard Capital Management
Georgia
$183M 2,354,317 +1,978,362 +526%
Morgan Stanley
4
Morgan Stanley
New York
$127M 1,626,595 +25,211 +2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$124M 1,591,896 +1,467,503 +1,180%
AssetMark Inc
6
AssetMark Inc
California
$124M 1,587,107 -617,553 -28%
LPL Financial
7
LPL Financial
California
$94.9M 1,218,103 +202,435 +20%
Bessemer Group
8
Bessemer Group
New Jersey
$88.7M 1,138,584
Wells Fargo
9
Wells Fargo
California
$86.9M 1,116,033 +147,306 +15%
Ameriprise
10
Ameriprise
Minnesota
$78.2M 1,003,641 +94,748 +10%
OPAM
11
Ocean Park Asset Management
California
$67.8M 870,551 +289,795 +50%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$64M 822,154 -24,796 -3%
NYLIM
13
New York Life Investment Management
New York
$62.1M 796,891 +28,169 +4%
Allianz Asset Management
14
Allianz Asset Management
Germany
$53.5M 686,900 +686,900 New
Deutsche Bank
15
Deutsche Bank
Germany
$49.6M 637,248 -161 -0%
Goldman Sachs
16
Goldman Sachs
New York
$48.1M 617,968 +19,290 +3%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$38.6M 495,690 +49,122 +11%
OPS
18
Orion Portfolio Solutions
Nebraska
$37.6M 482,250 +479,336 +16,449%
BCI
19
Brinker Capital Investments
Pennsylvania
$37.6M 482,250 +479,336 +16,449%
UBS Group
20
UBS Group
Switzerland
$37M 474,798 -8,848 -2%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$36M 462,272 -17,023 -4%
HHRDM
22
H&H Retirement Design & Management
Nevada
$30.4M 380,232 -15,065 -4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$30.3M 389,521 -6,397 -2%
Osaic Holdings
24
Osaic Holdings
Arizona
$24.2M 310,223 +8,501 +3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$23.5M 301,780