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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: 506522 (+16)

14.53% less ownership

Funds ownership: 67.07%52.54% (-15%)

18% less capital invested

Capital invested by funds: $3.09B → $2.53B (-$562M)

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
+16
Holders Change %
+3.16%
% 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
Bank of America
1
Bank of America
North Carolina
$243M +$2.49M +26,717 +1%
Morgan Stanley
2
Morgan Stanley
New York
$147M +$1.84M +19,707 +1%
Wells Fargo
3
Wells Fargo
California
$137M +$986K +10,556 +0.7%
LPL Financial
4
LPL Financial
California
$114M -$30.7M -328,626 -21%
Bessemer Group
5
Bessemer Group
New Jersey
$111M +$7.82M +83,758 +7%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$103M +$7.63M +81,720 +8%
AssetMark Inc
7
AssetMark Inc
California
$77.1M -$6.42M -68,772 -8%
Ameriprise
8
Ameriprise
Minnesota
$77M +$3.67M +39,312 +5%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$69M -$2.63M -28,196 -4%
Deutsche Bank
10
Deutsche Bank
Germany
$62.6M -$10.7M -114,225 -14%
GAG
11
Goodman Advisory Group
Massachusetts
$47.9M -$1.25M -13,432 -3%
UBS Group
12
UBS Group
Switzerland
$44.5M +$475K +5,091 +1%
Jane Street
13
Jane Street
New York
$41.4M -$9.02M -96,619 -18%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$41.1M -$166M -1,779,086 -80%
Goldman Sachs
15
Goldman Sachs
New York
$40.9M -$7.14M -76,503 -15%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$40.1M -$1.32M -14,149 -3%
HHRDM
17
H&H Retirement Design & Management
Nevada
$37.8M -$2.25M -24,096 -6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$35.1M -$1M -10,747 -3%
NYLIM
19
New York Life Investment Management
New York
$34.3M -$9.19M -98,399 -21%
Raymond James Financial
20
Raymond James Financial
Florida
$28.4M -$19.9M -212,953 -41%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$24.2M -$3.36M -36,012 -12%
RWA
22
River Wealth Advisors
Pennsylvania
$21.7M +$173K +1,858 +0.8%
EC
23
Estate Counselors
Wisconsin
$21.1M +$9.04M +96,844 +73%
AllianceBernstein
24
AllianceBernstein
Tennessee
$20.9M -$1.41M -15,156 -6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$19.6M -$3.55M -38,007 -15%