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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 %
PRS
301
Pinkerton Retirement Specialists
Idaho
– -$2.86M -94,194 Closed
TFA
302
Transamerica Financial Advisors
Florida
– -$2.45M -80,483 Closed
UBS AM
303
UBS AM
Illinois
– -$2.32M -76,249 Closed
BFA
304
Beaumont Financial Advisors
Massachusetts
– -$1.95M -64,220 Closed
BII
305
Bainco International Investors
Massachusetts
– -$1.66M -54,500 Closed
PFG
306
Piershale Financial Group
Illinois
– -$1.12M -36,756 Closed
SWM
307
Stockman Wealth Management
Montana
– -$1.04M -34,197 Closed
LCC
308
Lincoln Capital Corp
Rhode Island
– -$829K -27,291 Closed
FFG
309
Ford Financial Group
California
– -$711K -23,434 Closed
BAM
310
Belpointe Asset Management
Nevada
– -$653K -21,502 Closed
MAFM
311
Mid Atlantic Financial Management
Pennsylvania
– -$595K -19,596 Closed
IWM
312
IHT Wealth Management
Illinois
– -$519K -17,076 Closed
FF
313
Friedenthal Financial
New Jersey
– -$489K -16,087 Closed
Millennium Management
314
Millennium Management
New York
– -$445K -14,650 Closed
WS
315
Wedbush Securities
California
– -$354K -11,672 Closed
CWS
316
Cypress Wealth Services
California
– -$282K -9,275 Closed
GAB
317
German American Bancorp
Indiana
– -$279K -9,199 Closed
Cetera Investment Advisers
318
Cetera Investment Advisers
Illinois
– -$270K -8,915 Closed
Goldman Sachs
319
Goldman Sachs
New York
– -$259K -8,525 Closed
V
320
Veritable
Delaware
– -$247K -8,130 Closed
Koshinski Asset Management
321
Koshinski Asset Management
Illinois
– -$244K -8,030 Closed
SFS
322
Sowell Financial Services
Arkansas
– -$241K -7,939 Closed
SC
323
Scotia Capital
Ontario, Canada
– -$217K -7,135 Closed
IIM
324
Ipswich Investment Management
Massachusetts
– -$174K -5,714 Closed
BWM
325
Baystate Wealth Management
Massachusetts
– -$110K -3,613 Closed
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13
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