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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

145 hedge funds and large institutions have $858M invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+43
Holders Change %
+42.16%
% of All Funds
3.29%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.23%
New
52
Increased
47
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$98.8M
2
RIG
RiverFront Investment Group
Virginia
+$78M
3
RJA
Raymond James & Associates
Florida
+$24.1M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$13.7M
5
William Blair & Company
William Blair & Company
Illinois
+$10.2M

Top Sellers

1
Jane Street
Jane Street
New York
-$8.08M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.65M
3
AWMG
Alliance Wealth Management Group
New Jersey
-$3.51M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.8M
5
PAG
Private Advisor Group
New Jersey
-$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cabot Wealth Management
Massachusetts
$6M +$3.63M +118,466 +153%
Ameriprise
27
Ameriprise
Minnesota
$5.18M +$168K +5,475 +3%
BTS
28
BB&T Securities
Virginia
$4.95M +$4.95M +161,484 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$4.95M +$2.29M +74,540 +86%
CIA
30
Capital Investment Advisors
Georgia
$4.81M +$2.35M +76,583 +95%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$4.69M -$4.65M -151,684 -50%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$4.58M +$4.58M +149,182 New
BII
33
Bainco International Investors
Massachusetts
$4.18M +$4.18M +136,000 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$3.91M +$1.64M +53,622 +73%
HA
35
Harborview Advisors
Maine
$3.4M +$3.4M +110,875 New
CA
36
Cetera Advisors
Colorado
$3.26M -$198K -6,455 -6%
NIA
37
Northstar Investment Advisors
Colorado
$3.23M +$708K +23,067 +28%
B
38
Bailard
California
$3.23M +$3.23M +105,231 New
GWM
39
Greenwich Wealth Management
Connecticut
$3.17M -$673K -21,932 -17%
AWMG
40
Alliance Wealth Management Group
New Jersey
$2.98M -$3.51M -114,822 -54%
KBFS
41
Kohmann Bosshard Financial Services
Ohio
$2.83M +$457K +14,899 +19%
LYV
42
Live Your Vision
Pennsylvania
$2.75M -$80K -2,603 -3%
RRWA
43
Rainey & Randall Wealth Advisors
Florida
$2.75M +$2.75M +89,606 New
LPL Financial
44
LPL Financial
California
$2.14M +$174K +5,661 +9%
AP
45
Advisors Preferred
Maryland
$2.11M +$6.44K +210 +0.3%
TB
46
Terril Brothers
Missouri
$2.08M +$2.08M +67,890 New
FIM
47
Freedom Investment Management
Connecticut
$1.88M -$40K -1,303 -2%
WIC
48
Woodmont Investment Counsel
Tennessee
$1.84M +$29.2K +953 +2%
SHA
49
Seneca House Advisors
Virginia
$1.83M +$1.83M +59,799 New
DAS
50
Dynamic Advisor Solutions
Arizona
$1.8M +$1.8M +58,608 New
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