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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

253 hedge funds and large institutions have $2.36B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+36
Holders Change %
+16.59%
% of All Funds
5.79%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.73%
New
52
Increased
126
Reduced
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$83.9M
2
AA
Alesco Advisors
New York
+$77.3M
3
AssetMark Inc
AssetMark Inc
California
+$44M
4
Ameriprise
Ameriprise
Minnesota
+$28.7M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$24M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$130M
2
GC
Grimes & Company
Massachusetts
-$28.4M
3
PFG
Piershale Financial Group
Illinois
-$24.7M
4
WCM
Windham Capital Management
Massachusetts
-$21.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFT
101
Providence First Trust
Arizona
$3.15M +$3.15M +102,162 New
AP
102
Appleton Partners
Massachusetts
$3.14M +$1.9M +61,775 +153%
AG
103
Advisor Group
Arizona
$3.04M +$414K +13,443 +16%
ACM
104
AlphaStar Capital Management
North Carolina
$3.01M -$2.31M -74,960 -43%
NEIRG
105
New England Investment & Retirement Group
Massachusetts
$2.95M +$1.51M +48,909 +105%
UBS AM
106
UBS AM
Illinois
$2.78M -$136K -4,424 -5%
FIM
107
Freedom Investment Management
Connecticut
$2.73M -$61K -1,984 -2%
LCC
108
Lincoln Capital Corp
Rhode Island
$2.68M +$2.68M +87,183 New
SI
109
SimpliFi Inc
California
$2.66M +$1.47M +47,673 +123%
ACP
110
Aveo Capital Partners
Colorado
$2.53M +$2.53M +82,162 New
HH
111
Hilltop Holdings
Texas
$2.52M -$32.8K -1,064 -1%
CT
112
Coastline Trust
Rhode Island
$2.4M +$635K +20,620 +36%
EGA
113
Eagle Global Advisors
Texas
$2.3M +$936K +30,396 +68%
RA
114
RFG Advisory
Alabama
$2.27M +$2.27M +73,791 New
MHS
115
M Holdings Securities
Oregon
$2.23M +$2.23M +72,404 New
LFGH
116
Lee Financial Group Hawaii
Hawaii
$2.17M -$3.05M -99,092 -58%
IIC
117
Ironwood Investment Counsel
Arizona
$2.06M -$900K -29,225 -30%
RFO
118
RiverGlades Family Offices
Florida
$2.05M +$112K +3,645 +6%
VIM
119
Vista Investment Management
Pennsylvania
$2.02M +$1.35M +43,822 +202%
DP
120
Denver PWM
Colorado
$2.01M +$2.01M +65,356 New
RJT
121
Raymond James Trust
Florida
$1.96M -$6.9K -224 -0.4%
BFA
122
Beaumont Financial Advisors
Massachusetts
$1.94M +$1.94M +62,868 New
Millennium Management
123
Millennium Management
New York
$1.91M +$1.91M +62,155 New
WS
124
Wela Strategies
Georgia
$1.87M +$1.87M +60,615 New
AFG
125
Albion Financial Group
Utah
$1.82M +$134K +4,357 +8%
3 4
5
6 7