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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

264 hedge funds and large institutions have $1.63B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 95 increasing their positions, 101 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-18
Holders Change %
-6.38%
% of All Funds
5.43%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.43%
New
24
Increased
95
Reduced
101
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$43.8M
2
Ameriprise
Ameriprise
Minnesota
+$36M
3
AA
Alesco Advisors
New York
+$25.7M
4
TWA
Tillar-Wenstrup Advisors
Ohio
+$10.5M
5
Wells Fargo
Wells Fargo
California
+$10.2M

Top Sellers

1
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$25.4M
2
IA
IndexIQ Advisors
New York
-$17.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$15.2M
4
PIM
Penobscot Investment Management
Massachusetts
-$15.2M
5
UBS Group
UBS Group
Switzerland
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
26
American Portfolios Advisors
New York
$13.2M +$8.17K +268 +0.1%
AWMG
27
Alliance Wealth Management Group
New Jersey
$13.2M -$3.36M -110,355 -20%
CIA
28
Capital Investment Advisors
Georgia
$13.1M -$666K -21,851 -5%
Osaic Holdings
29
Osaic Holdings
Arizona
$12.5M -$4.69M -153,750 -27%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$12.3M -$15.2M -499,849 -55%
GFPC
31
Global Financial Private Capital
Florida
$12.1M +$2.84M +93,039 +31%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$11.9M +$7.71M +252,816 +183%
UIA
33
UBP Investment Advisors
Switzerland
$10.7M -$155K -5,085 -1%
TWA
34
Tillar-Wenstrup Advisors
Ohio
$10.5M +$10.5M +344,467 New
PIM
35
Penobscot Investment Management
Massachusetts
$10.4M -$15.2M -499,758 -59%
CWM
36
Cabot Wealth Management
Massachusetts
$10.3M +$967K +31,728 +10%
RA
37
RFG Advisory
Alabama
$10M +$74K +2,428 +0.7%
RFA
38
Reilly Financial Advisors
California
$9.83M -$126K -4,124 -1%
AP
39
Appleton Partners
Massachusetts
$9.77M +$61.5K +2,019 +0.6%
Truist Financial
40
Truist Financial
North Carolina
$9.4M -$648K -21,269 -6%
MWC
41
MBM Wealth Consultants
Missouri
$9.2M +$393K +12,898 +4%
SPIA
42
Steward Partners Investment Advisory
New York
$9.18M -$97.9K -3,213 -1%
CIC
43
Cutler Investment Counsel
Oregon
$8.63M +$44.3K +1,453 +0.5%
GC
44
Guggenheim Capital
Illinois
$8.57M -$378K -12,392 -4%
PAG
45
Private Advisor Group
New Jersey
$8.32M +$6.95K +228 +0.1%
PFT
46
Providence First Trust
Arizona
$8.27M +$1.56M +51,135 +23%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$7.86M +$201K +6,584 +3%
DAS
48
Dynamic Advisor Solutions
Arizona
$7.73M +$2.72M +89,297 +54%
DIA
49
Dean Investment Associates
Ohio
$7.41M +$36.5K +1,197 +0.5%
AWM
50
AE Wealth Management
Kansas
$7.13M +$2.44M +80,174 +52%
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