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State Street SPDR Bloomberg Convertible Securities ETF

486 hedge funds and large institutions have $3.22B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 37

22% more capital invested

Capital invested by funds: $2.63B → $3.22B (+$584M)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more funds holding

Funds holding: 467486 (+19)

2.01% more ownership

Funds ownership: 67%69.01% (+2%)

8% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 156

87% less call options, than puts

Call options by funds: $815K | Put options by funds: $6.14M

Holders
486
Holders Change
+19
Holders Change %
+4.07%
% of All Funds
6.38%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.28%
New
68
Increased
144
Reduced
156
Closed
37
Calls
$815K
Puts
$6.14M
Net Calls
-$5.33M
Net Calls Change
+$357K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$238M +$1.16M +13,467 +0.5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$218M +$319K +3,713 +0.2%
HCM
3
Howard Capital Management
Georgia
$210M -$307K -3,566 -0.2%
Morgan Stanley
4
Morgan Stanley
New York
$146M -$6M -69,741 -4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$145M +$3.7M +42,977 +3%
LPL Financial
6
LPL Financial
California
$140M +$11M +128,298 +9%
Wells Fargo
7
Wells Fargo
California
$130M +$9.03M +104,953 +8%
Bessemer Group
8
Bessemer Group
New Jersey
$102M +$66.7K +775 +0.1%
AssetMark Inc
9
AssetMark Inc
California
$98.1M +$93M +1,080,852 +40,497%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$81.4M +$21M +244,707 +37%
Ameriprise
11
Ameriprise
Minnesota
$72.6M +$29.8M +346,925 +76%
Deutsche Bank
12
Deutsche Bank
Germany
$72.3M +$32.4M +377,082 +89%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$70.5M +$39.5K +459 +0.1%
Goldman Sachs
14
Goldman Sachs
New York
$52.8M -$11.7M -135,903 -19%
OPAM
15
Ocean Park Asset Management
California
$51.9M +$49.4M +573,787 New
GAG
16
Goodman Advisory Group
Massachusetts
$49.2M +$3.9M +45,353 +9%
NYLIM
17
New York Life Investment Management
New York
$45.8M -$8.48M -98,646 -16%
UBS Group
18
UBS Group
Switzerland
$43M +$1.2M +13,895 +3%
PFM
19
Potomac Fund Management
Florida
$42.5M +$40.4M +470,038 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$40.5M +$997K +11,586 +3%
BCI
21
Brinker Capital Investments
Pennsylvania
$40.5M -$799K -9,295 -2%
HHRDM
22
H&H Retirement Design & Management
Nevada
$37M -$916K -10,651 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$36.1M +$1.83M +21,325 +6%
Osaic Holdings
24
Osaic Holdings
Arizona
$30.7M +$13.8M +160,733 +88%
Raymond James Financial
25
Raymond James Financial
Florida
$27.3M -$5.25M -61,080 -17%