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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 %
BCP
101
Blackhawk Capital Partners
Wisconsin
$2.39M – – –
CFIA
102
Cantor Fitzgerald Investment Advisors
New York
$2.01M +$2.01M +65,214 New
PFA
103
Pinnacle Family Advisors
Missouri
$1.98M +$1.98M +64,484 New
RJT
104
Raymond James Trust
Florida
$1.97M +$1.97M +63,967 New
RFO
105
RiverGlades Family Offices
Florida
$1.94M +$1.94M +62,920 New
AI
106
Atria Investments
North Carolina
$1.85M +$139K +4,533 +8%
CT
107
Coastline Trust
Rhode Island
$1.76M +$1.45M +47,080 +466%
AFG
108
Albion Financial Group
Utah
$1.69M +$1.69M +54,861 New
GC
109
Guggenheim Capital
Illinois
$1.48M +$665K +21,613 +81%
MML Investors Services
110
MML Investors Services
Massachusetts
$1.45M +$426K +13,855 +42%
NEIRG
111
New England Investment & Retirement Group
Massachusetts
$1.44M +$1.44M +46,763 New
FAM
112
Formidable Asset Management
Ohio
$1.43M +$1.43M +46,490 New
SIA
113
SeaBridge Investment Advisors
New Jersey
$1.37M +$1.37M +44,650 New
EGA
114
Eagle Global Advisors
Texas
$1.37M +$1.37M +44,426 New
AIM
115
Avity Investment Management
Connecticut
$1.3M +$43.1K +1,400 +3%
BCI
116
Brinker Capital Investments
Pennsylvania
$1.25M +$469K +15,235 +60%
AP
117
Appleton Partners
Massachusetts
$1.24M +$345K +11,217 +39%
CMBA
118
C.M. Bidwell & Associates
Hawaii
$1.22M +$146K +4,758 +14%
SI
119
SimpliFi Inc
California
$1.19M +$1.19M +38,652 New
AP
120
Advisors Preferred
Maryland
$1.19M -$273K -8,880 -19%
WIC
121
Woodmont Investment Counsel
Tennessee
$1.18M -$524K -17,029 -31%
CA
122
Calton & Associates
Florida
$1.15M +$298K +9,707 +35%
NAM
123
NTV Asset Management
West Virginia
$1.11M – – –
CF
124
Centaurus Financial
California
$1.09M +$150K +4,868 +16%
FTUS
125
Flow Traders U.S.
New York
$1.06M +$1.06M +34,588 New
3 4
5
6 7