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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

334 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-13
Holders Change %
-3.75%
% of All Funds
5.35%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
41
Increased
92
Reduced
155
Closed
47
Calls
$97K
Puts
$280K
Net Calls
-$183K
Net Calls Change
-$183K

Top Buyers

1
Jane Street
Jane Street
New York
$366M
2
VWA
V Wealth Advisors
Kansas
$8.81M
3
TF
TIAA FSB
Florida
$32.6M
4
CAN
Cetera Advisor Networks
California
$25.7M
5
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$3.9M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$75.1M
2
TCM
Tradewinds Capital Management
Washington
$1.93M
3
Wells Fargo
Wells Fargo
California
$95.2M
4
LPL Financial
LPL Financial
California
$44M
5
Renaissance Technologies
Renaissance Technologies
New York
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
76
Parsons Capital Management
Rhode Island
$4.42M -$254K -8,359 -5%
CTA
77
Chesley Taft & Associates
Illinois
$4.32M -$887K -29,140 -17%
CW
78
Connectus Wealth
Ohio
$4.32M +$939K +30,866 +28%
RWPA
79
Richard W. Paul & Associates
Michigan
$4.26M -$2.12M -69,602 -33%
CA
80
Calton & Associates
Florida
$3.93M -$28.6K -939 -0.7%
CAGAS
81
Capital Advisory Group Advisory Services
Minnesota
$3.9M +$3.9M +128,299 New
AssetMark Inc
82
AssetMark Inc
California
$3.85M -$6.33M -208,076 -62%
TC
83
Telemus Capital
Michigan
$3.7M +$328K +10,781 +10%
OPA
84
Old Port Advisors
Maine
$3.69M -$546K -17,954 -13%
BONH
85
Bank of New Hampshire
New Hampshire
$3.66M +$50.1K +1,646 +1%
SC
86
Scotia Capital
Ontario, Canada
$3.65M -$194K -6,372 -5%
Citadel Advisors
87
Citadel Advisors
Florida
$3.63M +$3.63M +119,198 New
FTUS
88
Flow Traders U.S.
New York
$3.54M +$3.54M +116,274 New
RA
89
RFG Advisory
Alabama
$3.54M +$1.58M +51,895 +81%
EGA
90
Eagle Global Advisors
Texas
$3.51M +$64.1K +2,105 +2%
OIA
91
OneDigital Investment Advisors
Kansas
$3.37M -$8.91M -292,746 -73%
ECA
92
Elevated Capital Advisors
Utah
$3.1M -$725K -23,831 -19%
HH
93
Hilltop Holdings
Texas
$2.96M -$1.19M -39,110 -29%
OWA
94
Outlook Wealth Advisors
Texas
$2.9M -$999K -32,843 -26%
Corient Private Wealth
95
Corient Private Wealth
Florida
$2.82M +$1.27M +41,813 +82%
WS
96
Wela Strategies
Georgia
$2.63M -$1.33M -43,763 -34%
AWM
97
Aries Wealth Management
Maine
$2.55M -$34.2K -1,125 -1%
GC
98
Gould Capital
Washington
$2.48M -$1.7K -56 -0.1%
MWM
99
Marion Wealth Management
Pennsylvania
$2.46M -$350K -11,511 -12%
NECFA
100
New England Capital Financial Advisors
Connecticut
$2.3M +$77.3K +2,540 +3%
2 3
4
5 6