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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

287 hedge funds and large institutions have $2.45B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 126 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+34
Holders Change %
+13.44%
% of All Funds
6.4%
Holding in Top 10
44
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+37.5%
% of All Funds
0.98%
New
66
Increased
126
Reduced
77
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$57.5M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$46.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$30.9M
4
Bank of America
Bank of America
North Carolina
+$26.9M
5
WCM
Windham Capital Management
Massachusetts
+$26.8M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$84.2M
2
Jane Street
Jane Street
New York
-$81.8M
3
PAG
Pinnacle Advisory Group
Maryland
-$78.3M
4
AssetMark Inc
AssetMark Inc
California
-$40.9M
5
AA
Alesco Advisors
New York
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
226
Arete Wealth Advisors
Illinois
$283K +$51K +1,678 +22%
CWS
227
Cypress Wealth Services
California
$282K +$71.5K +2,353 +34%
GAB
228
German American Bancorp
Indiana
$279K +$279K +9,199 New
Cetera Investment Advisers
229
Cetera Investment Advisers
Illinois
$270K +$270K +8,915 New
Goldman Sachs
230
Goldman Sachs
New York
$259K +$31.7K +1,045 +14%
V
231
Veritable
Delaware
$247K +$247K +8,130 New
PWM
232
Perigon Wealth Management
California
$246K -$2.38K -78 -1%
Koshinski Asset Management
233
Koshinski Asset Management
Illinois
$244K +$244K +8,030 New
SFS
234
Sowell Financial Services
Arkansas
$241K +$241K +7,939 New
VIP
235
Vantage Investment Partners
Missouri
$234K +$34.1K +1,122 +17%
AIM
236
Advantage Investment Management
Iowa
$229K +$760 +25 +0.3%
FEM
237
Fulcrum Equity Management
Texas
$228K +$228K +7,500 New
NSB
238
Norway Savings Bank
Maine
$225K +$225K +7,395 New
SC
239
Scotia Capital
Ontario, Canada
$217K +$217K +7,135 New
RA
240
RFG Advisory
Alabama
$209K -$2.03M -66,899 -91%
Citigroup
241
Citigroup
New York
$181K -$231K -7,595 -56%
IIM
242
Ipswich Investment Management
Massachusetts
$174K +$174K +5,714 New
PA
243
Parallel Advisors
California
$171K +$1.54K +51 +0.9%
PGAM
244
Princeton Global Asset Management
New Jersey
$158K +$158K +5,215 New
CWA
245
Clarus Wealth Advisors
Arizona
$152K – – –
PCG
246
Private Capital Group
Connecticut
$152K – – –
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$143K +$26.6K +877 +23%
SIS
248
Sound Income Strategies
Florida
$142K -$17.5K -573 -11%
EWM
249
Elmwood Wealth Management
California
$122K -$521K -17,155 -81%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$111K +$111K +3,649 New
8 9
10
11 12