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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

334 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-13
Holders Change %
-3.75%
% of All Funds
5.35%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
41
Increased
92
Reduced
155
Closed
47
Calls
$97K
Puts
$280K
Net Calls
-$183K
Net Calls Change
-$183K

Top Buyers

1
Jane Street
Jane Street
New York
+$366M
2
VWA
V Wealth Advisors
Kansas
+$8.81M
3
TF
TIAA FSB
Florida
+$7.61M
4
CAN
Cetera Advisor Networks
California
+$7.39M
5
CAGAS
Capital Advisory Group Advisory Services
Minnesota
+$3.9M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$54M
2
TCM
Tradewinds Capital Management
Washington
-$45.8M
3
Wells Fargo
Wells Fargo
California
-$26.3M
4
LPL Financial
LPL Financial
California
-$16.7M
5
Renaissance Technologies
Renaissance Technologies
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
226
Naples Global Advisors
Florida
$380K -$166K -5,450 -30%
AWA
227
Arete Wealth Advisors
Illinois
$378K -$8.36K -275 -2%
MA
228
Mutual Advisors
Nebraska
$374K – – –
CI
229
Ceera Investments
Texas
$360K -$4.78M -156,980 -93%
OWA
230
Octavia Wealth Advisors
Ohio
$356K -$29.5K -970 -8%
KF
231
Krilogy Financial
Missouri
$356K -$1.59M -52,107 -82%
EH
232
Equitable Holdings
New York
$355K +$355K +11,655 New
TI
233
Trexquant Investment
Connecticut
$355K +$355K +11,655 New
FA
234
Flagstar Advisors
New York
$354K +$3.17K +104 +0.9%
WWM
235
Western Wealth Management
Colorado
$351K +$133K +4,362 +61%
LMKC
236
L.M. Kohn & Company
Ohio
$338K -$291K -9,569 -46%
MA
237
MCF Advisors
Kentucky
$327K -$91.1K -2,994 -22%
LWM
238
Liberty Wealth Management
California
$323K +$323K +10,619 New
US Bancorp
239
US Bancorp
Minnesota
$316K – – –
EIA
240
Eldridge Investment Advisors
New Hampshire
$307K -$6.78K -223 -2%
SIA
241
Strategic Investment Advisors
Michigan
$306K +$2.13K +70 +0.7%
CCG
242
Chatham Capital Group
Georgia
$304K -$143K -4,700 -32%
SWM
243
Seed Wealth Management
Illinois
$304K -$7.61K -250 -2%
KFP
244
KMG Fiduciary Partners
Ohio
$303K -$113K -3,724 -27%
SSWM
245
Sheets Smith Wealth Management
North Carolina
$300K +$7.73K +254 +3%
WB
246
WesBanco Bank
West Virginia
$297K – – –
JPMorgan Chase & Co
247
JPMorgan Chase & Co
New York
$294K -$5.62M -184,781 -95%
William Blair & Company
248
William Blair & Company
Illinois
$285K -$587K -19,288 -67%
NFG
249
Nations Financial Group
Iowa
$283K +$283K +9,305 New
UB
250
UMB Bank
Missouri
$283K -$155K -5,089 -35%
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