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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

282 hedge funds and large institutions have $1.58B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 135 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-22
Holders Change %
-7.24%
% of All Funds
6.23%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.71%
New
34
Increased
84
Reduced
135
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$35.7M
2
AssetMark Inc
AssetMark Inc
California
+$33.7M
3
CFIA
Cantor Fitzgerald Investment Advisors
New York
+$11.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.05M
5
FNC
First National Corp
Massachusetts
+$7.26M

Top Sellers

1
MFG
Merit Financial Group
Georgia
-$76.7M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$45.1M
3
Morgan Stanley
Morgan Stanley
New York
-$44.3M
4
GLR
Great Lakes Retirement
Ohio
-$25.4M
5
AWS
AJ Wealth Strategies
New York
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
226
Valeo Financial Advisors
Indiana
$149K +$7.25K +244 +5%
OPS
227
Orion Portfolio Solutions
Nebraska
$138K +$138K +4,684 New
NEIRG
228
New England Investment & Retirement Group
Massachusetts
$125K +$125K +4,238 New
PA
229
Parallel Advisors
California
$124K +$113K +3,867 +1,023%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$122K +$383 +13 +0.3%
CFG
231
Capstone Financial Group
Oklahoma
$118K -$668K -22,680 -85%
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$107K -$1.7M -57,910 -94%
CAAS
233
Capital Asset Advisory Services
Michigan
$106K +$31.2K +1,036 +42%
GFPC
234
Global Financial Private Client
Florida
$91.8K -$8.98K -305 -9%
FGAM
235
Financial Gravity Asset Management
Texas
$86.3K +$34.3K +1,166 +66%
CHA
236
Carmichael Hill & Associates
Maryland
$79K – – –
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$76K +$76K +2,581 New
VCP
238
Verus Capital Partners
Arizona
$72K -$455K -15,556 -86%
ARMC
239
American Research & Management Company
Massachusetts
$68K -$8.87K -300 -12%
Citigroup
240
Citigroup
New York
$61K -$23.5K -800 -28%
PGAM
241
Princeton Global Asset Management
New Jersey
$60K -$40.4K -1,367 -40%
AC
242
AlphaCore Capital
California
$45K +$146 +5 +0.3%
ACA
243
Aptus Capital Advisors
Alabama
$44K -$8.87K -296 -17%
AIC
244
Archer Investment Corporation
Indiana
$38K – – –
EWM
245
Elmwood Wealth Management
California
$37.6K +$37.6K +1,225 New
FCM
246
Firestone Capital Management
Florida
$37K – – –
DAC
247
Dividend Assets Capital
South Carolina
$37K +$22.9K +782 +162%
SF
248
Synovus Financial
Georgia
$35K -$110K -3,829 -76%
EP
249
Eudaimonia Partners
Tennessee
$33K – – –
SFA
250
Semmax Financial Advisors
North Carolina
$28K -$3.42K -117 -11%
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