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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 %
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$119K -$25.2K -823 -17%
PGAM
252
Princeton Global Asset Management
New Jersey
$102K -$57.1K -1,871 -36%
DWM
253
Destination Wealth Management
California
$100K – – –
TCM
254
TD Capital Management
Tennessee
$84K -$24.5K -799 -23%
ARMC
255
American Research & Management Company
Massachusetts
$80K – – –
US Bancorp
256
US Bancorp
Minnesota
$77K – – –
NFG
257
Next Financial Group
Texas
$74K +$38.9K +1,260 +111%
NFH
258
NEXT Financial Holdings
Texas
$74K +$74K +2,400 New
PO
259
Private Ocean
California
$68K +$68K +2,200 New
AOWM
260
Alpha Omega Wealth Management
Virginia
$62K – – –
CF
261
Centaurus Financial
California
$57.5K +$49.2K +1,511 +593%
AIM
262
Advantage Investment Management
Iowa
$39K -$193K -6,270 -83%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$39K – – –
OIA
264
OneDigital Investment Advisors
Kansas
$36K -$13.1K -422 -27%
AWMS
265
Advocacy Wealth Management Services
Georgia
$32K +$2.21K +71 +7%
AA
266
AlphaMark Advisors
Kentucky
$31K -$12.4K -400 -29%
GWMIA
267
Global Wealth Management Investment Advisory
Florida
$31K +$31K +994 New
GSC
268
G&S Capital
Colorado
$31K +$31K +1,000 New
IA
269
IFP Advisors
Florida
$30K -$293K -9,500 -91%
AIP
270
Ameritas Investment Partners
Nebraska
$30K – – –
GEA
271
Glen Eagle Advisors
New Jersey
$26.1K – – –
CAL
272
Capital Analysts LLC
Pennsylvania
$20K -$1.17M -39,972 -98%
HNB
273
Huntington National Bank
Ohio
$18K -$18K – –
SIS
274
Sound Income Strategies
Florida
$15K -$125K -4,161 -89%
FHA
275
Flagship Harbor Advisors
Massachusetts
$15K +$15K +500 New
9 10
11
12 13