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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

304 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+26
Holders Change %
+9.35%
% of All Funds
6%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.65%
New
68
Increased
107
Reduced
101
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
AJ Wealth Strategies
New York
+$22M
2
UCI
Uncommon Cents Investing
Wisconsin
+$18.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$14.6M
4
Truist Financial
Truist Financial
North Carolina
+$12.4M
5
RWA
Redhawk Wealth Advisors
Minnesota
+$7.07M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$172M
2
AMH
Apollo Management Holdings
New York
-$147M
3
Ameriprise
Ameriprise
Minnesota
-$39.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$27.8M
5
TWA
Tillar-Wenstrup Advisors
Ohio
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
26
American Portfolios Advisors
New York
$19.5M +$1.01M +32,744 +5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$19.4M +$6.34M +206,230 +49%
UCI
28
Uncommon Cents Investing
Wisconsin
$18.9M +$18.9M +615,879 New
CFMC
29
Curbstone Financial Management Corp
New Hampshire
$18.2M +$2.6M +84,450 +17%
HAC
30
Harbor Advisory Corp
New Hampshire
$18M +$846K +27,535 +5%
CCA
31
Clearwater Capital Advisors
Illinois
$17.3M +$2.42M +78,814 +16%
William Blair & Company
32
William Blair & Company
Illinois
$16.4M -$150K -4,880 -0.9%
CCMG
33
Clark Capital Management Group
Pennsylvania
$16.2M +$14.6M +476,410 +937%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$15.9M -$1.82M -59,109 -10%
FCA
35
FLC Capital Advisors
California
$15.9M +$298K +9,710 +2%
AIM
36
Astor Investment Management
Illinois
$15.7M -$1.16M -37,662 -7%
ECML
37
Eagle Capital Management (Louisiana)
Louisiana
$14.8M -$1.21M -39,318 -8%
WMG
38
WESCAP Management Group
California
$14.5M +$1.07M +34,713 +8%
Renaissance Technologies
39
Renaissance Technologies
New York
$13.4M +$3.15M +102,573 +31%
MWA
40
MFA Wealth Advisors
Pennsylvania
$13.1M +$203K +6,590 +2%
ATFA
41
All Terrain Financial Advisors
Minnesota
$13.1M – – –
CFIA
42
Cantor Fitzgerald Investment Advisors
New York
$12.6M +$1.52M +49,538 +14%
Truist Financial
43
Truist Financial
North Carolina
$12.4M +$12.4M +404,095 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
$12.3M -$1.97M -64,018 -14%
WCM
45
Windham Capital Management
Massachusetts
$12.2M -$12.4M -402,182 -50%
LPL Financial
46
LPL Financial
California
$11.6M +$563K +18,336 +5%
PAMU
47
Pictet Asset Management (UK)
United Kingdom
$11.4M -$3.95M -128,455 -26%
KBFS
48
Kohmann Bosshard Financial Services
Ohio
$11M +$570K +18,551 +5%
DSN
49
D. Scott Neal
Kentucky
$10.6M -$552K -17,948 -5%
State Street
50
State Street
Massachusetts
$10.5M -$7.54M -245,263 -42%
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