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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

80 hedge funds and large institutions have $409M invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+24
Holders Change %
+42.86%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.1%
New
32
Increased
30
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$62.6M
2
APP
Avantax Planning Partners
Iowa
+$51.9M
3
RA
RFG Advisory
Alabama
+$13.8M
4
Morgan Stanley
Morgan Stanley
New York
+$9.89M
5
RJA
Raymond James & Associates
Florida
+$8.94M

Top Sellers

1
BlackRock
BlackRock
New York
-$24.6M
2
AssetMark Inc
AssetMark Inc
California
-$22.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$10.1M
4
BCM
Bluefin Capital Management
New York
-$3.26M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cabot Wealth Management
Massachusetts
$1.77M +$288K +9,360 +19%
LPL Financial
27
LPL Financial
California
$1.76M -$79.3K -2,584 -4%
PCFFS
28
Pacific Center for Financial Services
California
$1.65M +$912K +29,669 +123%
AG
29
Advisor Group
Arizona
$1.6M +$789K +25,657 +97%
PAG
30
Private Advisor Group
New Jersey
$1.6M +$280K +9,126 +21%
NIA
31
Northstar Investment Advisors
Colorado
$1.57M +$1.57M +51,080 New
IAA
32
Independent Advisor Alliance
North Carolina
$1.47M +$1.47M +47,723 New
PIM
33
Penobscot Investment Management
Massachusetts
$1.45M +$675K +21,975 +88%
AIM
34
Avity Investment Management
Connecticut
$1.4M +$1.4M +45,445 New
AI
35
Atria Investments
North Carolina
$1.22M +$1.22M +39,746 New
William Blair & Company
36
William Blair & Company
Illinois
$1.2M +$1.2M +39,000 New
BOTW
37
Bank of the West
California
$1.09M – – –
NEPWA
38
New England Private Wealth Advisors
Massachusetts
$1.04M +$3.38K +110 +0.3%
EDRH
39
Edmond de Rothschild Holding
Switzerland
$1M +$98.3K +3,200 +11%
TFA
40
Transamerica Financial Advisors
Florida
$956K -$104K -3,372 -10%
LCC
41
Lincoln Capital Corp
Rhode Island
$935K -$2.44M -79,538 -72%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$893K +$289K +9,393 +48%
CPO
43
Cerity Partners OCIO
New York
$801K +$801K +26,050 New
RPA
44
Rock Point Advisors
Vermont
$739K -$10.9K -355 -1%
HFS
45
HL Financial Services
Kentucky
$678K +$64K +2,081 +10%
CC
46
Courier Capital
New York
$599K +$117K +3,792 +24%
Citigroup
47
Citigroup
New York
$581K +$83.2K +2,705 +17%
CFMC
48
Curbstone Financial Management Corp
New Hampshire
$538K +$538K +17,500 New
AIA
49
Allegis Investment Advisors
Idaho
$527K +$527K +17,145 New
PFA
50
Pinnacle Family Advisors
Missouri
$486K +$486K +15,824 New
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