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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

287 hedge funds and large institutions have $2.45B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 126 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+34
Holders Change %
+13.44%
% of All Funds
6.4%
Holding in Top 10
44
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+37.5%
% of All Funds
0.98%
New
66
Increased
126
Reduced
77
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$57.5M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$46.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$30.9M
4
Bank of America
Bank of America
North Carolina
+$26.9M
5
WCM
Windham Capital Management
Massachusetts
+$26.8M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$84.2M
2
Jane Street
Jane Street
New York
-$81.8M
3
PAG
Pinnacle Advisory Group
Maryland
-$78.3M
4
AssetMark Inc
AssetMark Inc
California
-$40.9M
5
AA
Alesco Advisors
New York
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$20.9M +$12.8M +420,145 +156%
CPO
27
Cerity Partners OCIO
New York
$20.7M -$7.32M -241,143 -26%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$20.6M -$4.11M -135,285 -17%
IWS
29
Insight Wealth Strategies
California
$20.5M +$20.5M +675,310 New
RRWA
30
Rainey & Randall Wealth Advisors
Florida
$19.8M +$8.14M +268,156 +70%
LYV
31
Live Your Vision
Pennsylvania
$19.3M -$2.09M -68,593 -10%
LPL Financial
32
LPL Financial
California
$19.2M +$6.45M +212,526 +51%
PCFFS
33
Pacific Center for Financial Services
California
$19.2M +$1.59M +52,471 +9%
KFA
34
Kays Financial Advisory
Georgia
$18.1M +$235K +7,743 +1%
DCM
35
DeGreen Capital Management
Arizona
$17.8M +$17.8M +58,673 New
FAAS
36
First Allied Advisory Services
California
$16.7M +$8.44M +277,982 +103%
ECML
37
Eagle Capital Management (Louisiana)
Louisiana
$16.3M +$202K +6,654 +1%
William Blair & Company
38
William Blair & Company
Illinois
$16.3M +$1.46M +48,008 +10%
SFS
39
Strategic Financial Services
New York
$15.3M +$522K +17,204 +4%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$15.3M -$3.64M -120,000 -19%
CM
41
Columbus Macro
Pennsylvania
$14.5M +$7.05M +231,979 +95%
AssetMark Inc
42
AssetMark Inc
California
$14.1M -$40.9M -1,346,709 -74%
NA
43
Nottingham Advisors
New York
$13.6M +$103K +3,360 +0.8%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$13.3M -$1.09M -35,757 -8%
AFA
45
American Financial Advisors
Georgia
$13.1M +$13.1M +431,442 New
HAC
46
Harbor Advisory Corp
New Hampshire
$12.8M +$1,000K +32,925 +8%
BFG
47
Bouchey Financial Group
New York
$12.8M +$895K +29,456 +8%
AP
48
Appleton Partners
Massachusetts
$12.4M +$9.34M +307,490 +301%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$12.3M +$679K +22,349 +6%
SEIA
50
Signature Estate & Investment Advisors
California
$11.7M +$11.7M +386,610 New
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