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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

294 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+7
Holders Change %
+2.44%
% of All Funds
6.37%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.91%
New
44
Increased
107
Reduced
118
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AMH
Apollo Management Holdings
New York
+$116M
2
VBFP
Valtinson Bruner Financial Planning
Minnesota
+$29.3M
3
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
+$25.9M
4
Wells Fargo
Wells Fargo
California
+$19.5M
5
TWA
Tillar-Wenstrup Advisors
Ohio
+$16.8M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$72.6M
2
FI
FormulaFolio Investments
Michigan
-$48.5M
3
Verition Fund Management
Verition Fund Management
Connecticut
-$45.9M
4
Ameriprise
Ameriprise
Minnesota
-$43.2M
5
PAG
Pinnacle Advisory Group
Maryland
-$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LYV
26
Live Your Vision
Pennsylvania
$19.2M -$309K -10,055 -2%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$17.6M +$5.2M +169,268 +42%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$17.3M -$3.6M -117,166 -17%
CPO
29
Cerity Partners OCIO
New York
$17.2M -$3.68M -119,910 -18%
TWA
30
Tillar-Wenstrup Advisors
Ohio
$17.2M +$16.8M +547,096 +4,611%
ECML
31
Eagle Capital Management (Louisiana)
Louisiana
$16.7M +$284K +9,267 +2%
TC
32
Telemus Capital
Michigan
$16.3M +$16.3M +531,164 New
SFS
33
Strategic Financial Services
New York
$16.2M +$717K +23,367 +5%
William Blair & Company
34
William Blair & Company
Illinois
$15.8M -$619K -20,150 -4%
HAC
35
Harbor Advisory Corp
New Hampshire
$15.4M +$2.45M +79,770 +19%
AIM
36
Astor Investment Management
Illinois
$14.9M +$14.9M +484,710 New
DSN
37
D. Scott Neal
Kentucky
$14.6M -$23.5M -764,129 -62%
TCM
38
Towercrest Capital Management
Pennsylvania
$14.6M +$4.29M +139,699 +41%
AWMG
39
Alliance Wealth Management Group
New Jersey
$14.6M +$4.29M +139,700 +41%
FCA
40
FLC Capital Advisors
California
$14.6M +$2.91M +94,875 +25%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$14.5M -$16.8M -546,551 -54%
BFG
42
Bouchey Financial Group
New York
$14.4M +$1.51M +49,205 +12%
State Street
43
State Street
Massachusetts
$14.1M +$3.82M +124,592 +37%
NA
44
Nottingham Advisors
New York
$14M +$465K +15,136 +3%
LPL Financial
45
LPL Financial
California
$13.7M -$5.74M -186,971 -30%
APA
46
American Portfolios Advisors
New York
$12.9M +$2.62M +85,196 +25%
AP
47
Appleton Partners
Massachusetts
$12.4M -$143K -4,655 -1%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$12.3M -$1.1M -35,967 -8%
RIG
49
RiverFront Investment Group
Virginia
$12.2M -$72.6M -2,364,749 -86%
GFPC
50
Global Financial Private Capital
Florida
$12.1M +$12.1M +395,643 New
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