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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

273 hedge funds and large institutions have $1.5B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-8
Holders Change %
-2.85%
% of All Funds
4.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
24
Increased
99
Reduced
104
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$15.8M
2
Morgan Stanley
Morgan Stanley
New York
+$12.4M
3
APP
Avantax Planning Partners
Iowa
+$9.7M
4
AA
Alesco Advisors
New York
+$8.74M
5
WCA
Westover Capital Advisors
Delaware
+$8.02M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$21.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$19.1M
3
AIM
Astor Investment Management
Illinois
-$18M
4
MA
MCF Advisors
Kentucky
-$15.2M
5
IA
IndexIQ Advisors
New York
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$3.46M +$3.25M +106,079 +1,565%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$3.44M -$19.1M -622,045 -85%
EGA
78
Eagle Global Advisors
Texas
$3.33M +$71.7K +2,340 +2%
CA
79
Calton & Associates
Florida
$3.17M -$136K -4,427 -4%
VIM
80
Vista Investment Management
Pennsylvania
$3.08M -$366K -11,933 -11%
CAGAS
81
Capital Advisory Group Advisory Services
Minnesota
$3.06M +$21.5K +703 +0.7%
FCA
82
FLC Capital Advisors
California
$2.7M -$411K -13,419 -13%
SIM
83
Stratos Investment Management
Ohio
$2.63M +$108K +3,525 +4%
HCM
84
Hollencrest Capital Management
California
$2.59M -$729K -23,783 -22%
KF
85
Krilogy Financial
Missouri
$2.54M +$455K +14,852 +22%
PCM
86
Parsons Capital Management
Rhode Island
$2.54M +$1.39M +45,325 +121%
AWM
87
Aries Wealth Management
Maine
$2.52M +$119K +3,877 +5%
WFA
88
Websterrogers Financial Advisors
South Carolina
$2.5M +$475K +15,517 +24%
CTA
89
Chesley Taft & Associates
Illinois
$2.34M +$605K +19,770 +35%
LA
90
LexAurum Advisors
Kansas
$2.25M +$118K +3,834 +6%
JCIA
91
Jackson Creek Investment Advisors
Colorado
$2.23M +$251K +8,186 +13%
Renaissance Technologies
92
Renaissance Technologies
New York
$2.21M +$2.21M +72,200 New
SIA
93
Strategic Investment Advisors
Michigan
$2.12M +$103K +3,364 +5%
CRWM
94
Castle Rock Wealth Management
California
$2.07M +$250K +8,159 +14%
WWM
95
WJ Wealth Management
Arizona
$2.06M +$2.06M +67,100 New
GWM
96
Geneos Wealth Management
Colorado
$1.95M -$157K -5,103 -7%
VFA
97
Values First Advisors
Tennessee
$1.87M +$135K +4,408 +8%
GL
98
Graypoint LLC
New York
$1.79M -$114K -3,731 -6%
RFO
99
RiverGlades Family Offices
Florida
$1.68M +$30.2K +985 +2%
LWM
100
Laidlaw Wealth Management
New York
$1.6M +$917K +29,930 +135%
2 3
4
5 6