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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

338 hedge funds and large institutions have $2.05B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 126 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+38
Holders Change %
+12.67%
% of All Funds
5.35%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.6%
New
68
Increased
126
Reduced
98
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DCM
Davidson Capital Management
Texas
+$64.5M
2
Wells Fargo
Wells Fargo
California
+$50.1M
3
Ameriprise
Ameriprise
Minnesota
+$47.3M
4
MWA
MFA Wealth Advisors
Pennsylvania
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.6M

Top Sellers

1
UIA
UBP Investment Advisors
Switzerland
-$271M
2
RWM
Refined Wealth Management
Utah
-$13.3M
3
COF
Capital One Financial
Virginia
-$9.97M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$9.22M
5
CL
COWA LLC
Oklahoma
-$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$5.67M +$4.64M +152,112 +452%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$5.53M +$1.98M +64,945 +56%
AssetMark Inc
78
AssetMark Inc
California
$5.49M +$3.46M +113,647 +171%
OPA
79
Old Port Advisors
Maine
$5.43M -$622K -20,407 -10%
PAG
80
Powers Advisory Group
Illinois
$5.4M +$5.4M +177,100 New
AF
81
Allworth Financial
California
$5.14M -$5.35M -175,363 -51%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$5.1M +$732K +23,994 +17%
PCM
83
Parsons Capital Management
Rhode Island
$5.05M +$380K +12,450 +8%
WS
84
Wela Strategies
Georgia
$5M -$201K -6,588 -4%
WFA
85
Websterrogers Financial Advisors
South Carolina
$4.94M +$869K +28,477 +21%
CWA
86
Centennial Wealth Advisory
Michigan
$4.84M +$4.84M +158,843 New
OPS
87
Orion Portfolio Solutions
Nebraska
$4.83M -$5.43M -178,178 -53%
PAG
88
Private Advisor Group
New Jersey
$4.6M -$3.32M -108,888 -42%
Bank of New York Mellon
89
Bank of New York Mellon
New York
$4.49M -$237K -7,770 -5%
TC
90
Telemus Capital
Michigan
$4.27M -$180K -5,911 -4%
HH
91
Hilltop Holdings
Texas
$4.09M +$4.09M +134,004 New
WIC
92
Woodmont Investment Counsel
Tennessee
$4.03M +$690K +22,620 +21%
GEA
93
Glen Eagle Advisors
New Jersey
$4.02M +$4M +131,247 +17,857%
CA
94
Calton & Associates
Florida
$4.01M +$80.9K +2,652 +2%
GWM
95
Greenwich Wealth Management
Connecticut
$3.81M +$123K +4,027 +3%
CTA
96
Chesley Taft & Associates
Illinois
$3.78M +$595K +19,505 +19%
UIA
97
UBP Investment Advisors
Switzerland
$3.77M -$271M -599,386 -99%
Jane Street
98
Jane Street
New York
$3.75M -$4.43M -145,141 -54%
VR
99
Viridian RIA
Washington
$3.7M -$4.12M -134,745 Closed
Financial Engines Advisors
100
Financial Engines Advisors
California
$3.69M +$3.69M +120,922 New
2 3
4
5 6