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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

253 hedge funds and large institutions have $2.36B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+36
Holders Change %
+16.59%
% of All Funds
5.79%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.73%
New
52
Increased
126
Reduced
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$83.9M
2
AA
Alesco Advisors
New York
+$77.3M
3
AssetMark Inc
AssetMark Inc
California
+$44M
4
Ameriprise
Ameriprise
Minnesota
+$28.7M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$24M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$130M
2
GC
Grimes & Company
Massachusetts
-$28.4M
3
PFG
Piershale Financial Group
Illinois
-$24.7M
4
WCM
Windham Capital Management
Massachusetts
-$21.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Street
26
State Street
Massachusetts
$23.2M -$222K -7,211 -0.9%
LYV
27
Live Your Vision
Pennsylvania
$21.7M +$699K +22,701 +3%
BlackRock
28
BlackRock
New York
$20.9M – – –
CIA
29
Capital Investment Advisors
Georgia
$20.4M +$4.64M +150,643 +30%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$19.2M +$151K +4,901 +0.8%
KFA
31
Kays Financial Advisory
Georgia
$18.2M +$716K +23,251 +4%
PCFFS
32
Pacific Center for Financial Services
California
$17.8M +$17.2M +559,157 +2,783%
ECML
33
Eagle Capital Management (Louisiana)
Louisiana
$16.3M +$1.88M +61,153 +13%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$15.7M +$6.29M +204,385 +67%
BCI
35
Brinker Capital Investments
Pennsylvania
$15.1M +$13.8M +448,840 +1,101%
William Blair & Company
36
William Blair & Company
Illinois
$15M +$2.48M +80,534 +20%
SFS
37
Strategic Financial Services
New York
$15M +$367K +11,922 +3%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$14.6M +$830K +26,970 +6%
B
39
Bailard
California
$13.8M +$8.9M +289,200 +184%
NA
40
Nottingham Advisors
New York
$13.5M +$9.85M +320,039 +273%
LPL Financial
41
LPL Financial
California
$12.9M +$4.34M +140,871 +51%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$12.8M +$8.66M +281,360 +212%
BFG
43
Bouchey Financial Group
New York
$12M +$12M +390,497 New
HAC
44
Harbor Advisory Corp
New Hampshire
$12M +$1.1M +35,790 +10%
RRWA
45
Rainey & Randall Wealth Advisors
Florida
$11.9M +$276K +8,972 +2%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$11.8M +$4.47M +145,151 +61%
SHA
47
Seneca House Advisors
Virginia
$11.5M +$3.04M +98,741 +36%
BII
48
Bainco International Investors
Massachusetts
$11.4M +$2.3M +74,650 +25%
MWA
49
MFA Wealth Advisors
Pennsylvania
$9.82M +$469K +15,296 +5%
TC
50
Trilogy Capital
California
$9.2M +$151K +4,909 +2%
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