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SPDR Bloomberg Investment Grade Floating Rate ETF

282 hedge funds and large institutions have $1.58B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 135 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-22
Holders Change %
-7.24%
% of All Funds
6.23%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.71%
New
34
Increased
84
Reduced
135
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCA
101
Rowland Carmichael Advisors
Arizona
$2.12M -$350K -11,911 -14%
MWM
102
McNaughton Wealth Management
California
$2.02M -$11.1K -376 -0.5%
Bank of Nova Scotia
103
Bank of Nova Scotia
Ontario, Canada
$2.01M +$2.01M +68,333 New
AAS
104
Avantax Advisory Services
Texas
$1.99M +$20.7K +702 +1%
SIM
105
Stratos Investment Management
Ohio
$1.99M +$66.7K +2,269 +3%
BWM
106
BerganKDV Wealth Management
Minnesota
$1.96M +$372K +12,650 +23%
EA
107
Emerald Advisors
Washington
$1.95M +$1.95M +64,471 New
SLA
108
Silver Lake Advisory
Utah
$1.93M -$482K -16,389 -20%
GM
109
GeoWealth Management
Illinois
$1.87M +$272K +9,264 +17%
PA
110
PFG Advisors
Arizona
$1.85M -$19.3K -644 -1%
NFG
111
Next Financial Group
Texas
$1.71M +$1.6M +54,579 +1,568%
AWM
112
Aries Wealth Management
Maine
$1.66M +$239K +8,100 +17%
AFG
113
Albion Financial Group
Utah
$1.66M -$63.6K -2,165 -4%
RFO
114
RiverGlades Family Offices
Florida
$1.63M -$16.8K -570 -1%
3C
115
361 Capital
Colorado
$1.56M +$181K +6,168 +13%
IA
116
IFP Advisors
Florida
$1.56M +$134K +4,592 +9%
SFS
117
Strategic Financial Services
New York
$1.55M -$20.2M -688,858 -93%
CTA
118
Chesley Taft & Associates
Illinois
$1.5M +$266K +9,040 +21%
VFA
119
Values First Advisors
Tennessee
$1.49M +$67K +2,280 +5%
CFO
120
CVA Family Office
Colorado
$1.48M -$1.56K -53 -0.1%
GWM
121
Geneos Wealth Management
Colorado
$1.44M -$165K -5,572 -10%
LWANC
122
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.4M -$183K -6,220 -12%
SSWM
123
Sheets Smith Wealth Management
North Carolina
$1.39M +$1.39M +47,405 New
Renaissance Technologies
124
Renaissance Technologies
New York
$1.34M -$11.5M -391,755 -90%
CWA
125
Capital Wealth Alliance
Arizona
$1.34M -$222K -7,564 -14%