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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

102 hedge funds and large institutions have $530M invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+1
Holders Change %
+0.99%
% of All Funds
2.55%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
13
Increased
47
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$11.1M
2
PIM
Penobscot Investment Management
Massachusetts
+$8.69M
3
Jane Street
Jane Street
New York
+$7.68M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.09M
5
APP
Avantax Planning Partners
Iowa
+$4.61M

Top Sellers

1
RA
RFG Advisory
Alabama
-$13.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.09M
3
UBS Group
UBS Group
Switzerland
-$5.04M
4
BCM
Bluefin Capital Management
New York
-$3.27M
5
WP
WealthSource Partners
California
-$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
51
Edmond de Rothschild Holding
Switzerland
$1M – – –
HFS
52
HL Financial Services
Kentucky
$918K +$36.9K +1,200 +4%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$857K +$119K +3,870 +16%
TFA
54
Transamerica Financial Advisors
Florida
$832K -$107K -3,477 -11%
BOTW
55
Bank of the West
California
$746K – – –
PCM
56
Parsons Capital Management
Rhode Island
$709K +$709K +23,057 New
RPA
57
Rock Point Advisors
Vermont
$697K +$308 +10 +0%
KF
58
Krilogy Financial
Missouri
$679K +$86K +2,796 +15%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$652K -$556K -18,082 -46%
LCC
60
Lincoln Capital Corp
Rhode Island
$643K +$427K +139,006 +198%
CC
61
Courier Capital
New York
$539K -$121K -3,926 -18%
CPO
62
Cerity Partners OCIO
New York
$539K -$72.4K -2,356 -12%
JIP
63
Jaffetilchin Investment Partners
Florida
$445K +$445K +14,469 New
AFP
64
Ausdal Financial Partners
Iowa
$427K +$69.2K +2,253 +19%
PWM
65
Perigon Wealth Management
California
$399K +$291K +9,450 +268%
CT
66
Coastline Trust
Rhode Island
$395K – – –
Citigroup
67
Citigroup
New York
$394K +$9.72K +316 +3%
LI
68
LVZ Inc
Michigan
$391K +$391K +12,711 New
ANBT
69
American National Bank & Trust
Texas
$349K +$38.8K +1,263 +13%
AWM
70
AllSquare Wealth Management
New York
$343K – – –
CCM
71
Canal Capital Management
Virginia
$341K -$50K -1,627 -13%
Stifel Financial
72
Stifel Financial
Missouri
$327K – – –
SPIA
73
Steward Partners Investment Advisory
New York
$309K +$20.8K +677 +7%
HighTower Advisors
74
HighTower Advisors
Illinois
$307K +$57.5K +1,897 +23%
WB
75
WesBanco Bank
West Virginia
$300K – – –
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3
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