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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

294 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+7
Holders Change %
+2.44%
% of All Funds
6.37%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.91%
New
44
Increased
107
Reduced
118
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AMH
Apollo Management Holdings
New York
+$116M
2
VBFP
Valtinson Bruner Financial Planning
Minnesota
+$29.3M
3
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
+$25.9M
4
Wells Fargo
Wells Fargo
California
+$19.5M
5
TWA
Tillar-Wenstrup Advisors
Ohio
+$16.8M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$72.6M
2
FI
FormulaFolio Investments
Michigan
-$48.5M
3
Verition Fund Management
Verition Fund Management
Connecticut
-$45.9M
4
Ameriprise
Ameriprise
Minnesota
-$43.2M
5
PAG
Pinnacle Advisory Group
Maryland
-$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
101
Rowland Carmichael Advisors
Arizona
$4.24M +$3.11M +101,471 +278%
PA
102
Pinnacle Associates
New York
$4.24M +$419K +13,650 +11%
SWP
103
Strategic Wealth Partners
Ohio
$4.07M -$818K -26,691 -17%
MFG
104
Merit Financial Group
Georgia
$4.06M +$1.52M +49,527 +60%
GWM
105
Geneos Wealth Management
Colorado
$3.95M +$308K +10,027 +8%
B
106
Bailard
California
$3.88M -$7.78M -253,234 -67%
DAS
107
Dynamic Advisor Solutions
Arizona
$3.76M +$242K +7,892 +7%
BEC
108
Blue Edge Capital
Virginia
$3.65M -$3.21M -104,710 -47%
AG
109
Advisor Group
Arizona
$3.5M +$1.45M +47,379 +71%
OPA
110
Old Port Advisors
Maine
$3.43M +$84.1K +2,738 +3%
CT
111
Coastline Trust
Rhode Island
$3.42M -$85.7K -2,790 -2%
VIM
112
Vista Investment Management
Pennsylvania
$3.41M +$838K +27,294 +33%
TB
113
Terril Brothers
Missouri
$3.41M -$475K -15,460 -12%
ACM
114
Advisors Capital Management
New Jersey
$3.41M -$101K -3,286 -3%
COI
115
Capital One Investing
Virginia
$3.4M +$210K +6,848 +7%
3AM
116
3D Asset Management
Connecticut
$3.3M -$4.98M -162,255 -60%
PFT
117
Providence First Trust
Arizona
$3.27M – – –
B
118
Barings
North Carolina
$3.26M – – –
CAN
119
Cetera Advisor Networks
California
$2.98M -$926K -30,170 -24%
AF
120
Advisornet Financial
Minnesota
$2.65M -$1.44M -46,797 -35%
DJSG
121
D.J. St. Germain
Massachusetts
$2.64M -$365K -11,898 -12%
IWS
122
Insight Wealth Strategies
California
$2.63M -$18.1M -589,651 -87%
RFA
123
Reilly Financial Advisors
California
$2.63M +$690K +22,482 +36%
GWM
124
Greenwich Wealth Management
Connecticut
$2.44M +$1.89M +61,514 +345%
BSWM
125
Boston Standard Wealth Management
Massachusetts
$2.41M -$752K -24,524 -24%
3 4
5
6 7