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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

304 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+26
Holders Change %
+9.35%
% of All Funds
6%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.65%
New
68
Increased
107
Reduced
101
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
AJ Wealth Strategies
New York
+$22M
2
UCI
Uncommon Cents Investing
Wisconsin
+$18.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$14.6M
4
Truist Financial
Truist Financial
North Carolina
+$12.4M
5
RWA
Redhawk Wealth Advisors
Minnesota
+$7.07M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$172M
2
AMH
Apollo Management Holdings
New York
-$147M
3
Ameriprise
Ameriprise
Minnesota
-$39.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$27.8M
5
TWA
Tillar-Wenstrup Advisors
Ohio
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UIA
51
UBP Investment Advisors
Switzerland
$10.4M -$6.36K -207 -0.1%
GFPC
52
Global Financial Private Capital
Florida
$9.95M -$515K -16,759 -5%
RA
53
RFG Advisory
Alabama
$9.77M +$1.21M +39,461 +14%
AP
54
Appleton Partners
Massachusetts
$9.2M -$1.41M -46,021 -13%
SPIA
55
Steward Partners Investment Advisory
New York
$9.15M +$103K +3,361 +1%
GC
56
Guggenheim Capital
Illinois
$8.98M +$784K +25,502 +10%
HFM
57
Hartford Financial Management
Connecticut
$8.83M +$95K +3,092 +1%
RFA
58
Reilly Financial Advisors
California
$8.74M +$3.71M +120,810 +74%
CIC
59
Cutler Investment Counsel
Oregon
$8.5M -$356K -11,600 -4%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$8.29M -$544K -17,714 -6%
MIG
61
McGuire Investment Group
Rhode Island
$8M +$1.03M +33,599 +15%
GCA
62
Gradient Capital Advisors
California
$7.6M -$157K -5,111 -2%
RRC
63
Relaxing Retirement Coach
Massachusetts
$7.57M +$38K +1,238 +0.5%
CONA
64
Capital One National Association
New York
$7.54M +$7.54M +245,384 New
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$7.51M +$993K +32,463 +15%
PAG
66
Private Advisor Group
New Jersey
$7.5M -$1.76M -57,202 -19%
MWC
67
MBM Wealth Consultants
Missouri
$7.48M +$499K +16,224 +7%
Mariner
68
Mariner
Kansas
$7.35M -$923K -30,028 -11%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$7.29M +$1.35M +43,987 +23%
DIA
70
Dean Investment Associates
Ohio
$7.27M +$88.1K +2,866 +1%
BS
71
Banco Santander
Spain
$7.13M -$4.07M -132,518 -36%
RWA
72
Redhawk Wealth Advisors
Minnesota
$7.07M +$7.07M +230,161 New
PFT
73
Providence First Trust
Arizona
$6.77M -$49.9K -1,623 -0.7%
FTUS
74
Flow Traders U.S.
New York
$6.65M +$6.65M +216,303 New
WCA
75
Westover Capital Advisors
Delaware
$6.63M +$70K +2,278 +1%
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