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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

102 hedge funds and large institutions have $530M invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+1
Holders Change %
+0.99%
% of All Funds
2.55%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
13
Increased
47
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$11.1M
2
PIM
Penobscot Investment Management
Massachusetts
+$8.69M
3
Jane Street
Jane Street
New York
+$7.68M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.09M
5
APP
Avantax Planning Partners
Iowa
+$4.61M

Top Sellers

1
RA
RFG Advisory
Alabama
-$13.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.09M
3
UBS Group
UBS Group
Switzerland
-$5.04M
4
BCM
Bluefin Capital Management
New York
-$3.27M
5
WP
WealthSource Partners
California
-$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIA
26
Northstar Investment Advisors
Colorado
$2.53M +$446K +14,509 +21%
CIA
27
Capital Investment Advisors
Georgia
$2.47M +$1.92M +62,573 +351%
KBFS
28
Kohmann Bosshard Financial Services
Ohio
$2.38M +$2.38M +77,431 New
CWM
29
Cabot Wealth Management
Massachusetts
$2.38M +$174K +5,670 +8%
CFMC
30
Curbstone Financial Management Corp
New Hampshire
$2.36M +$1.57M +51,175 +201%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.27M -$407K -13,255 -15%
AP
32
Advisors Preferred
Maryland
$2.1M +$301K +9,780 +17%
William Blair & Company
33
William Blair & Company
Illinois
$1.97M +$317K +10,300 +19%
LPL Financial
34
LPL Financial
California
$1.97M -$30.5K -992 -2%
FIM
35
Freedom Investment Management
Connecticut
$1.93M -$389K -12,671 -17%
WIC
36
Woodmont Investment Counsel
Tennessee
$1.82M -$279K -9,089 -13%
PAG
37
Private Advisor Group
New Jersey
$1.74M +$842K +27,421 +94%
Mariner
38
Mariner
Kansas
$1.68M +$1.68M +54,600 New
AG
39
Advisor Group
Arizona
$1.6M +$24.2K +786 +2%
WB
40
Webster Bank
Connecticut
$1.59M -$157K -5,114 -9%
AA
41
Alesco Advisors
New York
$1.44M +$44.8K +1,456 +3%
AI
42
Atria Investments
North Carolina
$1.39M +$86.1K +2,800 +7%
AIM
43
Avity Investment Management
Connecticut
$1.35M -$46.1K -1,500 -3%
PCFFS
44
Pacific Center for Financial Services
California
$1.14M -$250K -8,118 -18%
RA
45
RFG Advisory
Alabama
$1.14M -$13.9M -453,222 -92%
NAM
46
NTV Asset Management
West Virginia
$1.11M +$30.7K +1,000 +3%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$1.08M +$136K +4,419 +14%
BCM
48
Bluefin Capital Management
New York
$1.08M -$3.27M -106,424 -75%
NEPWA
49
New England Private Wealth Advisors
Massachusetts
$1.05M -$28.8K -936 -3%
SWP
50
Stratos Wealth Partners
Ohio
$1.02M +$1.02M +33,213 New
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