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SPDR Bloomberg Investment Grade Floating Rate ETF

334 hedge funds and large institutions have $1.66B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 108 increasing their positions, 131 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $1.71B → $1.66B (-$54.3M)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

18% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 131

Holders
334
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.22M
Puts
$314K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWMG
26
Alliance Wealth Management Group
New Jersey
$18.9M
WMG
27
WESCAP Management Group
California
$18.9M
UBS Group
28
UBS Group
Switzerland
$17.1M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$15.8M
PFT
30
Providence First Trust
Arizona
$15.3M
FFA
31
Farther Finance Advisors
California
$14.6M
PIM
32
Penobscot Investment Management
Massachusetts
$14.6M
AP
33
Appleton Partners
Massachusetts
$13.6M
WH
34
Whitcomb & Hess
Ohio
$12.7M
PCIA
35
Prime Capital Investment Advisors
Kansas
$12.6M
CTWM
36
Cherry Tree Wealth Management
Minnesota
$12.4M
RA
37
RFG Advisory
Alabama
$12M
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$11.5M
Osaic Holdings
39
Osaic Holdings
Arizona
$11.2M
BWM
40
Buska Wealth Management
Wisconsin
$11.1M
Jane Street
41
Jane Street
New York
$10.7M
Kovitz Investment Group Partners
42
Kovitz Investment Group Partners
Illinois
$10.6M
PCM
43
Parsons Capital Management
Rhode Island
$10.2M
AFM
44
Aspetuck Financial Management
Connecticut
$10M
DIA
45
Dean Investment Associates
Ohio
$8.9M
FFG
46
Fiduciary Financial Group
California
$8.3M
OWA
47
Outlook Wealth Advisors
Texas
$8.3M
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$8.09M
CAS
49
Coppell Advisory Solutions
Texas
$8.07M
IA
50
Integrity Alliance
Iowa
$7.98M