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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 %
TF
326
Tompkins Financial
New York
$9K +$9K +305 New
RBC
327
Roble Belko & Company
Pennsylvania
$8K -$5.32K -173 -40%
AWM
328
AllSquare Wealth Management
New York
$6K – – –
C
329
Covestor
United Kingdom
$6K +$88 +3 +1%
Fidelity Investments
330
Fidelity Investments
Massachusetts
$5K +$1.05K +35 +27%
PFS
331
Prospera Financial Services
Texas
$5K +$5K +160 New
HNB
332
Huntington National Bank
Ohio
$4K -$3K – –
GI
333
Gradient Investments
Minnesota
$3K – – –
GWM
334
Guardian Wealth Management
Illinois
$3K – – –
FFC
335
Fure Financial Corporation
Minnesota
$2K – – –
PO
336
Private Ocean
California
$2K +$2K +58 New
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
BNP Paribas Financial Markets
338
BNP Paribas Financial Markets
France
$884 -$26.6K -871 -97%
FGAM
339
Financial Gravity Asset Management
Texas
$703 -$750 -160 -52%
RWM
340
Refined Wealth Management
Utah
– -$13.3M -434,138 Closed
AWM
341
Aries Wealth Management
Maine
– -$2.9M -94,750 Closed
Verition Fund Management
342
Verition Fund Management
Connecticut
– -$1.95M -63,775 Closed
FCA
343
FLC Capital Advisors
California
– -$1.83M -59,841 Closed
LWM
344
Laidlaw Wealth Management
New York
– -$1.14M -37,345 Closed
SMG
345
Smart Money Group
Texas
– -$959K -31,357 Closed
SLA
346
Silver Lake Advisory
Utah
– -$652K -21,304 Closed
MLM
347
Mount Lucas Management
Pennsylvania
– -$549K -17,963 Closed
BRWM
348
B. Riley Wealth Management
Tennessee
– -$503K -16,877 Closed
CPSAC
349
Chas P. Smith & Associates (CPS)
Florida
– -$384K -12,567 Closed
PWM
350
Purus Wealth Management
California
– -$338K -11,044 Closed
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