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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

101 hedge funds and large institutions have $499M invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+21
Holders Change %
+26.25%
% of All Funds
2.52%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
44
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
Avantax Planning Partners
Iowa
+$24.8M
2
Morgan Stanley
Morgan Stanley
New York
+$12.5M
3
RJA
Raymond James & Associates
Florida
+$11.4M
4
UBS Group
UBS Group
Switzerland
+$9.92M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$7.65M

Top Sellers

1
BAM
Baring Asset Management
United Kingdom
-$9.02M
2
BA
Boston Advisors
Massachusetts
-$4.99M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.92M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.53M
5
LYV
Live Your Vision
Pennsylvania
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.67M -$645K -21,007 -19%
FIM
27
Freedom Investment Management
Connecticut
$2.31M +$161K +5,251 +7%
CWM
28
Cabot Wealth Management
Massachusetts
$2.2M +$434K +14,115 +25%
LCC
29
Lincoln Capital Corp
Rhode Island
$2.16M +$1.22M +39,740 +131%
PIM
30
Penobscot Investment Management
Massachusetts
$2.14M +$697K +22,675 +48%
WIC
31
Woodmont Investment Counsel
Tennessee
$2.1M +$2.1M +68,204 New
NIA
32
Northstar Investment Advisors
Colorado
$2.08M +$515K +16,748 +33%
LPL Financial
33
LPL Financial
California
$2M +$233K +7,574 +13%
AP
34
Advisors Preferred
Maryland
$1.8M +$12.9K +420 +0.7%
WB
35
Webster Bank
Connecticut
$1.75M +$1.49M +48,563 +589%
William Blair & Company
36
William Blair & Company
Illinois
$1.66M +$458K +14,900 +38%
AG
37
Advisor Group
Arizona
$1.58M -$21.9K -712 -1%
AIM
38
Avity Investment Management
Connecticut
$1.4M +$1.54K +50 +0.1%
PCFFS
39
Pacific Center for Financial Services
California
$1.39M -$258K -8,393 -16%
BTS
40
BB&T Securities
Virginia
$1.39M +$1.39M +45,216 New
AA
41
Alesco Advisors
New York
$1.39M +$1.39M +45,219 New
AI
42
Atria Investments
North Carolina
$1.3M +$78.2K +2,545 +6%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.21M -$2.53M -82,365 -68%
NAM
44
NTV Asset Management
West Virginia
$1.08M +$1.08M +35,050 New
NEPWA
45
New England Private Wealth Advisors
Massachusetts
$1.06M +$36.3K +1,194 +4%
EDRH
46
Edmond de Rothschild Holding
Switzerland
$1M – – –
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$946K +$52.2K +1,699 +6%
TFA
48
Transamerica Financial Advisors
Florida
$939K -$17.4K -566 -2%
PAG
49
Private Advisor Group
New Jersey
$893K -$704K -22,925 -44%
OMC
50
Old Mission Capital
Illinois
$881K +$881K +28,666 New
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