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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

264 hedge funds and large institutions have $1.63B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 95 increasing their positions, 101 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-18
Holders Change %
-6.38%
% of All Funds
5.43%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.43%
New
24
Increased
95
Reduced
101
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$43.8M
2
Ameriprise
Ameriprise
Minnesota
+$36M
3
AA
Alesco Advisors
New York
+$25.7M
4
TWA
Tillar-Wenstrup Advisors
Ohio
+$10.5M
5
Wells Fargo
Wells Fargo
California
+$10.2M

Top Sellers

1
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$25.4M
2
IA
IndexIQ Advisors
New York
-$17.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$15.2M
4
PIM
Penobscot Investment Management
Massachusetts
-$15.2M
5
UBS Group
UBS Group
Switzerland
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
51
Simplicity Solutions
Minnesota
$6.89M +$2.41M +78,981 +54%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$6.88M +$24.3K +798 +0.4%
DCM
53
DeGreen Capital Management
Arizona
$6.81M -$2.49M -81,601 -27%
SFG
54
StrategIQ Financial Group
Indiana
$6.75M +$271K +8,876 +4%
FIM
55
Freedom Investment Management
Connecticut
$6.49M +$5.83M +191,136 +883%
KBFS
56
Kohmann Bosshard Financial Services
Ohio
$6.47M -$1.98M -64,980 -23%
BS
57
Banco Santander
Spain
$6.22M -$4.46M -146,400 -42%
FCA
58
FLC Capital Advisors
California
$6.19M -$9.12M -299,439 -60%
AWM
59
Argent Wealth Management
Massachusetts
$6.01M +$708K +23,150 +13%
MFG
60
Merit Financial Group
Georgia
$5.83M +$512K +16,815 +10%
LWS
61
Lucia Wealth Services
California
$5.82M +$2.18M +71,663 +60%
WB
62
Webster Bank
Connecticut
$5.76M -$14.7K -482 -0.3%
LPL Financial
63
LPL Financial
California
$5.55M -$542K -17,778 -9%
IA
64
IndexIQ Advisors
New York
$5.44M -$17.6M -577,241 -76%
State Street
65
State Street
Massachusetts
$5.4M +$199K +6,518 +4%
AFG
66
Albion Financial Group
Utah
$5.34M +$3.62M +118,749 +211%
TB
67
Terril Brothers
Missouri
$5.3M -$93K -3,050 -2%
GWM
68
Greenwich Wealth Management
Connecticut
$5.13M -$17.7K -580 -0.3%
CAG
69
Csenge Advisory Group
Florida
$4.89M +$1.92M +62,844 +64%
TC
70
Telemus Capital
Michigan
$4.86M -$51.2K -1,679 -1%
OPA
71
Old Port Advisors
Maine
$4.78M -$172K -5,659 -3%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$4.62M -$1.76M -57,753 -28%
AMH
73
Apollo Management Holdings
New York
$4.57M – – –
PAMU
74
Pictet Asset Management (UK)
United Kingdom
$4.41M – – –
EGA
75
Eagle Global Advisors
Texas
$4.31M +$176K +5,760 +4%
1 2
3
4 5