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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 %
HCM
76
Hollencrest Capital Management
California
$3.83M – – –
CAGAS
77
Capital Advisory Group Advisory Services
Minnesota
$3.79M +$2.73M +89,724 +258%
SIA
78
Strategic Investment Advisors
Michigan
$3.79M +$981K +32,194 +35%
GCA
79
Gradient Capital Advisors
California
$3.78M -$2.34M -76,775 -38%
VIM
80
Vista Investment Management
Pennsylvania
$3.78M -$168K -5,523 -4%
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$3.77M +$3.77M +123,621 New
VBFP
82
Valtinson Bruner Financial Planning
Minnesota
$3.28M +$196K +6,422 +6%
GM
83
GeoWealth Management
Illinois
$3.25M +$1.31M +42,865 +67%
CA
84
Calton & Associates
Florida
$3.23M -$642K -21,071 -17%
FWIA
85
Fort Washington Investment Advisors
Ohio
$3.05M – – –
MHS
86
M Holdings Securities
Oregon
$2.94M +$95.1K +3,121 +3%
CT
87
Coastline Trust
Rhode Island
$2.91M -$146K -4,790 -5%
EVM
88
Eaton Vance Management
Massachusetts
$2.86M -$91.5K -3,000 -3%
RRC
89
Relaxing Retirement Coach
Massachusetts
$2.85M -$941K -30,911 -25%
Renaissance Technologies
90
Renaissance Technologies
New York
$2.84M +$1.45M +47,500 +104%
WS
91
Wela Strategies
Georgia
$2.82M +$222K +7,276 +9%
UCI
92
Uncommon Cents Investing
Wisconsin
$2.8M -$7.26M -238,229 -72%
GL
93
Graypoint LLC
New York
$2.62M +$3.02K +99 +0.1%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$2.31M -$24.4K -800 -1%
IA
95
IFP Advisors
Florida
$2.31M +$684K +22,527 +42%
SIM
96
Stratos Investment Management
Ohio
$2.17M +$105K +3,433 +5%
Mariner
97
Mariner
Kansas
$2.1M -$5.34M -175,056 -72%
PWM
98
Peterson Wealth Management
Nevada
$2.1M -$458K -15,029 -18%
EA
99
Emerald Advisors
Washington
$2M +$29.9K +982 +2%
AWM
100
Aries Wealth Management
Maine
$1.98M +$270K +8,850 +16%
2 3
4
5 6