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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 %
GSWM
276
Golden State Wealth Management
California
$15K +$15K +500 New
CAC
277
Certified Advisory Corp
Florida
$14K +$14K +443 New
AWM
278
AllSquare Wealth Management
New York
$12K -$1.49K -48 -11%
ClearBridge Investments
279
ClearBridge Investments
New York
$12K – – –
RFWA
280
RPg Family Wealth Advisory
Massachusetts
$11.4K – – –
WCM
281
WealthBridge Capital Management
Ohio
$10K +$10K +316 New
LPWM
282
Lake Point Wealth Management
Texas
$10K +$10K +326 New
FDCDDQ
283
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.98K – – –
HI
284
Hudock Inc
Pennsylvania
$8K -$13.7K -453 -63%
IF
285
Ironwood Financial
Arizona
$8K – – –
RCAG
286
Rehmann Capital Advisory Group
Michigan
$6.14K +$61 +2 +1%
IFAM
287
Institutional & Family Asset Management
Colorado
$6K – – –
OWD
288
Osborn Williams & Donohoe
Ohio
$6K +$6K +206 New
RTC
289
Riverview Trust Company
Washington
$4K +$4K +125 New
JFA
290
JNBA Financial Advisors
Minnesota
$2K – – –
PFGIA
291
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +71 New
ADL
292
Asset Dedication LLC
California
$2K +$2K +77 New
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$1K -$125K -3,620 -99%
RFM
294
Royal Fund Management
Florida
$1K – – –
KFA
295
Kays Financial Advisory
Georgia
– -$18.1M -597,240 Closed
BA
296
Boston Advisors
Massachusetts
– -$6.86M -226,028 Closed
FTUS
297
Flow Traders U.S.
New York
– -$4.18M -137,699 Closed
JSA
298
Jacobson & Schmitt Advisors
Wisconsin
– -$3.79M -124,902 Closed
CFGS
299
Concourse Financial Group Securities
Alabama
– -$3.55M -116,910 Closed
OMC
300
Old Mission Capital
Illinois
– -$3.42M -112,712 Closed
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