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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

101 hedge funds and large institutions have $499M invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+21
Holders Change %
+26.25%
% of All Funds
2.52%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
44
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
Avantax Planning Partners
Iowa
+$24.8M
2
Morgan Stanley
Morgan Stanley
New York
+$12.5M
3
RJA
Raymond James & Associates
Florida
+$11.4M
4
UBS Group
UBS Group
Switzerland
+$9.92M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$7.65M

Top Sellers

1
BAM
Baring Asset Management
United Kingdom
-$9.02M
2
BA
Boston Advisors
Massachusetts
-$4.99M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.92M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.53M
5
LYV
Live Your Vision
Pennsylvania
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$250K -$6.59K -217 -3%
AIA
77
Allegis Investment Advisors
Idaho
$238K -$288K -9,393 -55%
FA
78
FDx Advisors
Illinois
$225K +$225K +7,313 New
SB
79
Suntrust Banks
Georgia
$206K – – –
OIA
80
OneDigital Investment Advisors
Kansas
$200K +$200K +6,500 New
ASN
81
Advisory Services Network
Georgia
$141K +$491 +16 +0.3%
PWM
82
Perigon Wealth Management
California
$108K +$94.5K +3,085 +701%
US Bancorp
83
US Bancorp
Minnesota
$77K – – –
IA
84
IFP Advisors
Florida
$72K +$61.2K +2,000 +568%
Creative Planning
85
Creative Planning
Kansas
$61K – – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$46K +$46K +1,494 New
AA
87
AlphaMark Advisors
Kentucky
$43K – – –
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$33K +$33K +1,075 New
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26K -$56.7K -1,826 -69%
SF
90
Synovus Financial
Georgia
$17K +$17K +566 New
GWM
91
Geneos Wealth Management
Colorado
$12K +$30 +1 +0.3%
PG
92
Patten Group
Tennessee
$12K +$2.25K +75 +23%
RFWA
93
RPg Family Wealth Advisory
Massachusetts
$11.4K – – –
IF
94
Ironwood Financial
Arizona
$8K – – –
AIM
95
Advantage Investment Management
Iowa
$6K +$6K +200 New
BFEC
96
Benjamin F. Edwards & Company
Missouri
$4K +$4K +129 New
IWM
97
IHT Wealth Management
Illinois
$34 – – –
Walleye Trading
98
Walleye Trading
New York
$15 +$15 +490 New
BAM
99
Baring Asset Management
United Kingdom
– -$9.02M -293,518 Closed
IAA
100
Independent Advisor Alliance
North Carolina
– -$1.47M -47,723 Closed
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4
5