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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

178 hedge funds and large institutions have $1.37B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+33
Holders Change %
+22.76%
% of All Funds
4.09%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.44%
New
41
Increased
90
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Pinnacle Advisory Group
Maryland
+$84.3M
2
OWM
Orgel Wealth Management
Wisconsin
+$40.2M
3
Wells Fargo
Wells Fargo
California
+$30.7M
4
State Street
State Street
Massachusetts
+$30.5M
5
CPO
Cerity Partners OCIO
New York
+$30M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.46M
2
LCC
Lincoln Capital Corp
Rhode Island
-$5.63M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$5.45M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.77M
5
NIA
Northstar Investment Advisors
Colorado
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$9.7M +$110K +3,590 +1%
MWA
27
MFA Wealth Advisors
Pennsylvania
$9.17M +$487K +15,828 +6%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$9.02M +$2.81M +91,526 +45%
CIA
29
Capital Investment Advisors
Georgia
$8.74M +$3.92M +127,548 +81%
Renaissance Technologies
30
Renaissance Technologies
New York
$8.54M +$7.58M +246,744 +793%
3AM
31
3D Asset Management
Connecticut
$8.42M +$178K +5,792 +2%
HFM
32
Hartford Financial Management
Connecticut
$8.21M +$1.49M +48,603 +22%
TC
33
Trilogy Capital
California
$8.06M +$8.06M +262,299 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$7.88M +$3.3M +107,387 +72%
UIA
35
UBP Investment Advisors
Switzerland
$7.64M +$1.58M +51,449 +26%
SBL
36
Sargent Bickham Lagudis
Colorado
$7.63M +$7.6M +247,410 +30,062%
CIC
37
Cutler Investment Counsel
Oregon
$7.44M +$7.1M +230,900 +2,086%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$7.4M +$2.45M +79,626 +49%
CWM
39
Cabot Wealth Management
Massachusetts
$6.61M +$593K +19,291 +10%
BA
40
Boston Advisors
Massachusetts
$6.27M -$316K -10,269 -5%
BTS
41
BB&T Securities
Virginia
$6.07M +$1.1M +35,941 +22%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$6.05M +$1.35M +43,889 +29%
DSN
43
D. Scott Neal
Kentucky
$5.99M +$5.99M +194,998 New
Ameriprise
44
Ameriprise
Minnesota
$5.57M +$383K +12,461 +7%
OCM
45
Orser Capital Management
Texas
$5.56M +$5.56M +180,920 New
BII
46
Bainco International Investors
Massachusetts
$5.31M +$1.13M +36,937 +27%
BEC
47
Blue Edge Capital
Virginia
$4.55M +$3.79M +123,355 +497%
B
48
Bailard
California
$4.55M +$1.31M +42,674 +41%
SHA
49
Seneca House Advisors
Virginia
$4.27M +$2.43M +79,139 +132%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$4.13M +$3.47M +112,808 +523%
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