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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

217 hedge funds and large institutions have $1.98B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+39
Holders Change %
+21.91%
% of All Funds
4.97%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.71%
New
55
Increased
108
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$63.4M
2
FI
FormulaFolio Investments
Michigan
+$48.8M
3
VA
Valmark Advisers
Ohio
+$48M
4
WCM
Windham Capital Management
Massachusetts
+$45M
5
GC
Grimes & Company
Massachusetts
+$28.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$17.7M
2
UIA
UBP Investment Advisors
Switzerland
-$7.64M
3
State Street
State Street
Massachusetts
-$7.15M
4
SWP
Stratos Wealth Partners
Ohio
-$3.89M
5
RRC
Relaxing Retirement Coach
Massachusetts
-$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$19M +$5.47M +177,837 +40%
KFA
27
Kays Financial Advisory
Georgia
$17.4M +$1.36M +44,200 +8%
CIA
28
Capital Investment Advisors
Georgia
$15.7M +$6.95M +225,869 +79%
DSN
29
D. Scott Neal
Kentucky
$14.7M +$8.73M +283,858 +146%
SFS
30
Strategic Financial Services
New York
$14.6M +$14.6M +474,703 New
ECML
31
Eagle Capital Management (Louisiana)
Louisiana
$14.4M +$31.9K +1,037 +0.2%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$13.7M +$9.59M +311,941 +232%
William Blair & Company
33
William Blair & Company
Illinois
$12.5M +$501K +16,288 +4%
AssetMark Inc
34
AssetMark Inc
California
$11.7M +$11.7M +382,057 New
RRWA
35
Rainey & Randall Wealth Advisors
Florida
$11.6M +$1.24M +40,242 +12%
HAC
36
Harbor Advisory Corp
New Hampshire
$10.9M +$741K +24,100 +7%
BCM
37
Bluefin Capital Management
New York
$10.8M +$10.8M +351,109 New
Ameriprise
38
Ameriprise
Minnesota
$10.6M +$5.03M +163,302 +90%
AA
39
Alesco Advisors
New York
$10.3M +$6.66M +216,727 +181%
Renaissance Technologies
40
Renaissance Technologies
New York
$10.3M +$1.71M +55,734 +20%
Mariner
41
Mariner
Kansas
$9.56M -$146K -4,735 -1%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$9.38M +$3.33M +108,324 +55%
MWA
43
MFA Wealth Advisors
Pennsylvania
$9.38M +$207K +6,726 +2%
BII
44
Bainco International Investors
Massachusetts
$9.06M +$3.75M +121,795 +70%
TC
45
Trilogy Capital
California
$9.04M +$971K +31,592 +12%
TWA
46
Tillar-Wenstrup Advisors
Ohio
$8.83M +$8M +260,079 +963%
LPL Financial
47
LPL Financial
California
$8.56M +$4.79M +155,721 +127%
3AM
48
3D Asset Management
Connecticut
$8.51M +$81.7K +2,658 +1%
SHA
49
Seneca House Advisors
Virginia
$8.46M +$4.18M +136,021 +98%
RRC
50
Relaxing Retirement Coach
Massachusetts
$8.37M -$3.22M -104,739 -28%
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