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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

338 hedge funds and large institutions have $2.05B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 126 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+38
Holders Change %
+12.67%
% of All Funds
5.35%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.6%
New
68
Increased
126
Reduced
98
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DCM
Davidson Capital Management
Texas
+$64.5M
2
Wells Fargo
Wells Fargo
California
+$50.1M
3
Ameriprise
Ameriprise
Minnesota
+$47.3M
4
MWA
MFA Wealth Advisors
Pennsylvania
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.6M

Top Sellers

1
UIA
UBP Investment Advisors
Switzerland
-$271M
2
RWM
Refined Wealth Management
Utah
-$13.3M
3
COF
Capital One Financial
Virginia
-$9.97M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$9.22M
5
CL
COWA LLC
Oklahoma
-$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
226
TownSquare Capital
Utah
$449K -$2.74K -90 -0.6%
FPAS
227
Focus Partners Advisor Solutions
Missouri
$446K +$446K +14,612 New
CT
228
Clearstead Trust
Maine
$444K -$99K -3,245 -18%
PCA
229
Permit Capital Advisors
Pennsylvania
$421K +$421K +13,812 New
NMG
230
New Millennium Group
Utah
$418K -$1.49K -49 -0.4%
EIA
231
Eldridge Investment Advisors
New Hampshire
$415K +$415K +13,603 New
HFS
232
Horizon Financial Services
North Carolina
$414K -$749K -24,579 -64%
SOS
233
Silver Oak Securities
Tennessee
$414K +$414K +13,561 New
DC
234
Davenport & Co
Virginia
$410K +$410K +13,461 New
IWC
235
Integrated Wealth Concepts
Massachusetts
$394K +$7.1K +233 +2%
EWA
236
Evolution Wealth Advisors
Florida
$391K – – –
OWA
237
Octavia Wealth Advisors
Ohio
$386K – – –
IA
238
IFP Advisors
Florida
$382K -$4.99K -162 -1%
SPC
239
Sigma Planning Corp
Michigan
$380K +$126K +4,142 +50%
MA
240
Mutual Advisors
Nebraska
$371K -$3.35K -110 -0.9%
SWM
241
Silverlake Wealth Management
Vermont
$367K -$253K -8,283 -41%
ME
242
McIlrath & Eck
Washington
$364K +$3.73K +122 +1%
EDRIA
243
Edmonds Duncan Registered Investment Advisors
Kansas
$362K – – –
PHS
244
Pekin Hardy Strauss
Illinois
$360K – – –
FA
245
Flagstar Advisors
New York
$345K +$345K +11,326 New
TA
246
TruWealth Advisors
Louisiana
$335K +$335K +10,983 New
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$334K -$3.19M -104,794 -91%
CIAS
248
Capital Investment Advisory Services
North Carolina
$334K +$154K +5,033 +85%
RCM
249
Raleigh Capital Management
North Carolina
$334K +$334K +10,962 New
William Blair & Company
250
William Blair & Company
Illinois
$329K +$11.1K +364 +3%
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