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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

178 hedge funds and large institutions have $1.37B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+33
Holders Change %
+22.76%
% of All Funds
4.09%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.44%
New
41
Increased
90
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Pinnacle Advisory Group
Maryland
+$84.3M
2
OWM
Orgel Wealth Management
Wisconsin
+$40.2M
3
Wells Fargo
Wells Fargo
California
+$30.7M
4
State Street
State Street
Massachusetts
+$30.5M
5
CPO
Cerity Partners OCIO
New York
+$30M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.46M
2
LCC
Lincoln Capital Corp
Rhode Island
-$5.63M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$5.45M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.77M
5
NIA
Northstar Investment Advisors
Colorado
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
126
Vista Investment Management
Pennsylvania
$330K +$121K +3,933 +58%
PWMAG
127
Pinnacle Wealth Management Advisory Group
New Jersey
$324K +$324K +10,530 New
CCM
128
Canal Capital Management
Virginia
$320K +$4.09K +133 +1%
CT
129
Coastline Trust
Rhode Island
$310K -$85.2K -2,775 -22%
WB
130
WesBanco Bank
West Virginia
$300K – – –
RA
131
RFG Advisory
Alabama
$299K +$72.6K +2,358 +32%
PWM
132
Perigon Wealth Management
California
$291K -$13.8K -450 -5%
CCM
133
Crabel Capital Management
California
$291K – – –
RFA
134
Reilly Financial Advisors
California
$290K +$75.6K +2,459 +35%
AFP
135
Ausdal Financial Partners
Iowa
$289K +$48K +1,563 +20%
VF
136
Virtu Financial
New York
$281K +$281K +9,144 New
ARMC
137
American Research & Management Company
Massachusetts
$243K +$243K +7,900 New
VA
138
Valmark Advisers
Ohio
$236K – – –
AWA
139
Arete Wealth Advisors
Illinois
$228K +$228K +7,409 New
SPC
140
Sigma Planning Corp
Michigan
$206K +$206K +6,691 New
OIA
141
OneDigital Investment Advisors
Kansas
$200K -$60K -1,950 -23%
HFP
142
Holistic Financial Partners
Indiana
$189K -$54.8K -1,780 -22%
PCG
143
Private Capital Group
Connecticut
$154K +$138K +4,489 +878%
AWM
144
AllSquare Wealth Management
New York
$150K -$174K -5,655 -54%
Citigroup
145
Citigroup
New York
$146K -$175K -5,689 -54%
ASN
146
Advisory Services Network
Georgia
$143K -$2.79K -91 -2%
IA
147
IFP Advisors
Florida
$134K – – –
TCM
148
TD Capital Management
Tennessee
$106K +$276 +9 +0.3%
DWM
149
Destination Wealth Management
California
$100K +$100K +3,255 New
FGC
150
Financial Gravity Companies
Texas
$92K -$5.91K -192 -6%
4 5
6
7 8