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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

294 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+7
Holders Change %
+2.44%
% of All Funds
6.37%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.91%
New
44
Increased
107
Reduced
118
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AMH
Apollo Management Holdings
New York
+$116M
2
VBFP
Valtinson Bruner Financial Planning
Minnesota
+$29.3M
3
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
+$25.9M
4
Wells Fargo
Wells Fargo
California
+$19.5M
5
TWA
Tillar-Wenstrup Advisors
Ohio
+$16.8M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$72.6M
2
FI
FormulaFolio Investments
Michigan
-$48.5M
3
Verition Fund Management
Verition Fund Management
Connecticut
-$45.9M
4
Ameriprise
Ameriprise
Minnesota
-$43.2M
5
PAG
Pinnacle Advisory Group
Maryland
-$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNBT
226
Canandaigua National Bank & Trust
New York
$289K – – –
AWA
227
Arete Wealth Advisors
Illinois
$288K +$2.03K +66 +0.7%
LFGH
228
Lee Financial Group Hawaii
Hawaii
$274K -$1.93M -62,828 -88%
LNC
229
Lincoln National Corp
Pennsylvania
$271K +$271K +8,819 New
RA
230
RFG Advisory
Alabama
$266K +$54K +1,756 +25%
SPC
231
Sigma Planning Corp
Michigan
$261K +$261K +8,508 New
CSA
232
Cottage Street Advisors
Massachusetts
$242K +$242K +7,875 New
SEI Investments
233
SEI Investments
Pennsylvania
$240K -$105K -3,391 -30%
FEM
234
Fulcrum Equity Management
Texas
$233K +$2.43K +79 +1%
PWM
235
Perigon Wealth Management
California
$231K -$16.4K -532 -7%
SBL
236
Sargent Bickham Lagudis
Colorado
$208K -$2M -65,155 -91%
RFN
237
RDA Financial Network
Iowa
$203K +$203K +6,608 New
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$201K +$201K +6,541 New
PCFFS
239
Pacific Center for Financial Services
California
$194K -$19.2M -625,410 -99%
BFEC
240
Benjamin F. Edwards & Company
Missouri
$194K -$542K -17,637 -74%
PA
241
Parallel Advisors
California
$184K +$10.5K +343 +6%
SFA
242
Semmax Financial Advisors
North Carolina
$184K +$184K +6,007 New
Citigroup
243
Citigroup
New York
$176K -$7.14K -232 -4%
ASN
244
Advisory Services Network
Georgia
$176K +$162K +5,311 +1,183%
FEG
245
Financial Enhancement Group
Indiana
$156K +$85.2K +2,779 +120%
CWA
246
Clarus Wealth Advisors
Arizona
$154K – – –
PCG
247
Private Capital Group
Connecticut
$154K – – –
QAM
248
Q3 Asset Management
Michigan
$152K +$152K +152,659 New
VFA
249
Valeo Financial Advisors
Indiana
$146K +$146K +4,768 New
EWM
250
Elmwood Wealth Management
California
$123K – – –
8 9
10
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