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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

287 hedge funds and large institutions have $2.45B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 126 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+34
Holders Change %
+13.44%
% of All Funds
6.4%
Holding in Top 10
44
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+37.5%
% of All Funds
0.98%
New
66
Increased
126
Reduced
77
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$57.5M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$46.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$30.9M
4
Bank of America
Bank of America
North Carolina
+$26.9M
5
WCM
Windham Capital Management
Massachusetts
+$26.8M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$84.2M
2
Jane Street
Jane Street
New York
-$81.8M
3
PAG
Pinnacle Advisory Group
Maryland
-$78.3M
4
AssetMark Inc
AssetMark Inc
California
-$40.9M
5
AA
Alesco Advisors
New York
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
51
Bailard
California
$11.5M -$2.04M -67,063 -15%
FCA
52
FLC Capital Advisors
California
$11.5M +$11.5M +379,147 New
BCI
53
Brinker Capital Investments
Pennsylvania
$11.3M -$3.53M -116,254 -24%
SHA
54
Seneca House Advisors
Virginia
$11.1M -$262K -8,637 -2%
AWMG
55
Alliance Wealth Management Group
New Jersey
$10.2M +$6.77M +222,829 +196%
TCM
56
Towercrest Capital Management
Pennsylvania
$10.2M +$6.77M +222,829 +196%
State Street
57
State Street
Massachusetts
$10.2M -$12.7M -418,629 -56%
APA
58
American Portfolios Advisors
New York
$10.2M +$2.4M +79,141 +31%
MWA
59
MFA Wealth Advisors
Pennsylvania
$10.1M +$398K +13,108 +4%
AMH
60
Apollo Management Holdings
New York
$9.87M +$9.87M +325,000 New
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$9.46M +$672K +22,113 +8%
PWMG
62
Prestige Wealth Management Group
New Jersey
$9.33M +$9.33M +307,037 New
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$9.29M +$1.6M +52,696 +21%
WMG
64
WESCAP Management Group
California
$8.92M +$2.93M +96,598 +49%
TC
65
Trilogy Capital
California
$8.89M -$183K -6,024 -2%
UIA
66
UBP Investment Advisors
Switzerland
$8.77M +$912K +30,023 +12%
CA
67
Cetera Advisors
Colorado
$8.72M +$1.64M +53,984 +23%
CFMC
68
Curbstone Financial Management Corp
New Hampshire
$8.5M +$615K +20,250 +8%
GCA
69
Gradient Capital Advisors
California
$8.36M +$445K +14,660 +6%
CIC
70
Cutler Investment Counsel
Oregon
$8.31M -$14K -462 -0.2%
3AM
71
3D Asset Management
Connecticut
$8.19M -$84.5K -2,783 -1%
Mariner
72
Mariner
Kansas
$8.09M -$326K -10,735 -4%
HFM
73
Hartford Financial Management
Connecticut
$8.04M -$605K -19,911 -7%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$7.84M +$1.06M +34,981 +16%
SPIA
75
Steward Partners Investment Advisory
New York
$7.79M +$3.25M +106,979 +72%
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