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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

281 hedge funds and large institutions have $1.55B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 79 increasing their positions, 116 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+20
Holders Change %
+7.66%
% of All Funds
4.99%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
46
Increased
79
Reduced
116
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$27.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.6M
3
State Street
State Street
Massachusetts
+$10.2M
4
Morgan Stanley
Morgan Stanley
New York
+$7.78M
5
UIA
UBP Investment Advisors
Switzerland
+$7.38M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$101M
2
MCM
Model Capital Management
Massachusetts
-$78.9M
3
Wells Fargo
Wells Fargo
California
-$15.6M
4
SMM
Stadion Money Management
Georgia
-$12.6M
5
MWC
MBM Wealth Consultants
Missouri
-$9.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
226
Next Financial Group
Texas
$168K -$769K -25,128 -82%
CIAS
227
Capital Investment Advisory Services
North Carolina
$168K +$91.6K +3,000 +120%
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$159K -$118K -3,864 -43%
PA
229
Parallel Advisors
California
$136K +$11K +360 +9%
GRP
230
Global Retirement Partners
California
$134K -$32.8K -1,072 -20%
FCH
231
Freestone Capital Holdings
Washington
$127K +$127K +4,167 New
CAAS
232
Capital Asset Advisory Services
Michigan
$105K -$2.91K -95 -3%
PFGIA
233
Patriot Financial Group Insurance Agency
Massachusetts
$94K +$75.5K +2,472 +409%
AA
234
AlphaCentric Advisors
Puerto Rico
$80K +$1.5K +49 +2%
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$78K – – –
PCA
236
Providence Capital Advisors
North Carolina
$74K +$74K +2,411 New
EFSCE
237
Enterprise Financial Services Corp (EFSC)
Missouri
$71K – – –
ARMC
238
American Research & Management Company
Massachusetts
$70K +$70K +2,300 New
MCC
239
Money Concepts Capital
Florida
$65K +$65K +2,138 New
Citigroup
240
Citigroup
New York
$63K – – –
CHA
241
Carmichael Hill & Associates
Maryland
$58K -$25.1K -815 -30%
VFA
242
Valeo Financial Advisors
Indiana
$53K -$50.7K -1,643 -49%
COCM
243
Charter Oak Capital Management
New Hampshire
$49K +$49K +1,604 New
SIM
244
Sonora Investment Management
Arizona
$48K +$48K +1,553 New
GFPC
245
Global Financial Private Client
Florida
$43.9K -$53K -1,733 -55%
MHR
246
Matthew Hamilton Rosenberg
$40K +$40K +1,300 New
AIC
247
Archer Investment Corporation
Indiana
$39K – – –
Fidelity Investments
248
Fidelity Investments
Massachusetts
$39K +$30.2K +995 +341%
FCM
249
Firestone Capital Management
Florida
$38K – – –
PWM
250
Perigon Wealth Management
California
$36K +$36K +1,188 New
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