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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

217 hedge funds and large institutions have $1.98B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+39
Holders Change %
+21.91%
% of All Funds
4.97%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.71%
New
55
Increased
108
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$63.4M
2
FI
FormulaFolio Investments
Michigan
+$48.8M
3
VA
Valmark Advisers
Ohio
+$48M
4
WCM
Windham Capital Management
Massachusetts
+$45M
5
GC
Grimes & Company
Massachusetts
+$28.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$17.7M
2
UIA
UBP Investment Advisors
Switzerland
-$7.64M
3
State Street
State Street
Massachusetts
-$7.15M
4
SWP
Stratos Wealth Partners
Ohio
-$3.89M
5
RRC
Relaxing Retirement Coach
Massachusetts
-$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
51
Hartford Financial Management
Connecticut
$8.32M +$104K +3,374 +1%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$8.01M +$599K +19,469 +8%
CIC
53
Cutler Investment Counsel
Oregon
$7.35M -$87.6K -2,848 -1%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$7.32M +$4.08M +132,772 +126%
CWM
55
Cabot Wealth Management
Massachusetts
$7.23M +$619K +20,124 +9%
OCM
56
Orser Capital Management
Texas
$6.97M +$1.41M +45,810 +25%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$6.75M -$1.14M -37,220 -15%
WMG
58
WESCAP Management Group
California
$6.73M +$4.68M +152,249 +229%
GWM
59
Geneos Wealth Management
Colorado
$6.69M +$6.68M +214,580 +52,852%
SBL
60
Sargent Bickham Lagudis
Colorado
$6.2M -$1.43M -46,642 -19%
SB
61
Suntrust Banks
Georgia
$6.2M +$6.2M +201,268 New
BA
62
Boston Advisors
Massachusetts
$6.19M -$85.4K -2,776 -1%
DIA
63
Dean Investment Associates
Ohio
$5.98M +$5.98M +194,302 New
BEC
64
Blue Edge Capital
Virginia
$5.9M +$1.34M +43,676 +29%
CFMC
65
Curbstone Financial Management Corp
New Hampshire
$5.69M +$2.33M +75,800 +69%
APA
66
American Portfolios Advisors
New York
$5.51M +$3.38M +109,921 +159%
ACM
67
AlphaStar Capital Management
North Carolina
$5.31M +$4.86M +158,068 +1,082%
PRS
68
Pinkerton Retirement Specialists
Idaho
$5.27M +$5.27M +171,246 New
LFGH
69
Lee Financial Group Hawaii
Hawaii
$5.22M +$1.65M +53,632 +46%
B
70
Bailard
California
$4.84M +$291K +9,463 +6%
SWP
71
Strategic Wealth Partners
Ohio
$4.62M +$630K +20,477 +16%
WB
72
Webster Bank
Connecticut
$4.51M +$3.1M +100,848 +220%
SPIA
73
Steward Partners Investment Advisory
New York
$4.43M +$844K +27,437 +24%
CA
74
Cetera Advisors
Colorado
$4.32M +$295K +9,603 +7%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$4.09M +$150K +4,870 +4%
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3
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