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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 %
Bank of New York Mellon
76
Bank of New York Mellon
New York
$4M -$32.8K -1,068 -0.8%
TB
77
Terril Brothers
Missouri
$3.86M +$95.3K +3,100 +3%
JSA
78
Jacobson & Schmitt Advisors
Wisconsin
$3.82M +$3.82M +124,094 New
NA
79
Nottingham Advisors
New York
$3.6M +$3.6M +117,068 New
HA
80
Harborview Advisors
Maine
$3.49M +$90.8K +2,952 +3%
KBFS
81
Kohmann Bosshard Financial Services
Ohio
$3.43M +$22.6K +735 +0.7%
GCA
82
Gradient Capital Advisors
California
$3.42M +$3.42M +111,131 New
CWM
83
Cornerstone Wealth Management
Missouri
$3.36M +$3.36M +103,066 New
CAN
84
Cetera Advisor Networks
California
$3.16M -$71.3K -2,320 -2%
AWMG
85
Alliance Wealth Management Group
New Jersey
$3.06M -$60.6K -1,972 -2%
TCM
86
Towercrest Capital Management
Pennsylvania
$3.06M +$3.06M +99,651 New
IIC
87
Ironwood Investment Counsel
Arizona
$2.95M +$461K +14,980 +18%
OPA
88
Old Port Advisors
Maine
$2.95M +$2.95M +95,930 New
UBS AM
89
UBS AM
Illinois
$2.91M +$2.91M +94,586 New
DAS
90
Dynamic Advisor Solutions
Arizona
$2.89M +$74.8K +2,432 +3%
AF
91
Advisornet Financial
Minnesota
$2.88M +$1.79M +58,114 +163%
FIM
92
Freedom Investment Management
Connecticut
$2.8M +$831K +27,036 +42%
SFG
93
StrategIQ Financial Group
Indiana
$2.66M +$1.02M +33,325 +63%
HighTower Advisors
94
HighTower Advisors
Illinois
$2.63M +$141K +4,623 +6%
AG
95
Advisor Group
Arizona
$2.62M -$65.8K -2,139 -2%
Verition Fund Management
96
Verition Fund Management
Connecticut
$2.61M +$2.61M +84,747 New
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$2.6M – – –
HH
98
Hilltop Holdings
Texas
$2.55M +$143K +4,656 +6%
TFA
99
Transamerica Financial Advisors
Florida
$2.47M +$348K +11,308 +16%
PA
100
Pinnacle Associates
New York
$2.44M +$1.29M +41,863 +112%
2 3
4
5 6