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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 %
FAM
126
Formidable Asset Management
Ohio
$1.74M +$304K +9,885 +21%
BAM
127
Belpointe Asset Management
Nevada
$1.67M +$646K +20,993 +63%
KLC
128
Knowledge Leaders Capital
Colorado
$1.61M +$1.61M +52,350 New
PWMAG
129
Pinnacle Wealth Management Advisory Group
New Jersey
$1.59M +$612K +19,869 +63%
HFS
130
HL Financial Services
Kentucky
$1.56M +$701K +22,763 +82%
PA
131
PFG Advisors
Arizona
$1.55M +$507K +16,488 +49%
PRS
132
Pinkerton Retirement Specialists
Idaho
$1.53M -$3.75M -121,663 -71%
CMBA
133
C.M. Bidwell & Associates
Hawaii
$1.48M +$259K +8,399 +21%
PFG
134
Piershale Financial Group
Illinois
$1.48M -$24.7M -801,812 -94%
ZIG
135
Zurich Insurance Group
Switzerland
$1.44M +$1.44M +46,615 New
MML Investors Services
136
MML Investors Services
Massachusetts
$1.39M -$64.9K -2,109 -4%
SIA
137
SeaBridge Investment Advisors
New Jersey
$1.38M – – –
PCM
138
Parsons Capital Management
Rhode Island
$1.29M +$379K +12,320 +42%
AIM
139
Avity Investment Management
Connecticut
$1.28M -$21.6K -700 -2%
CA
140
Calton & Associates
Florida
$1.2M +$44.7K +1,453 +4%
HSBC Holdings
141
HSBC Holdings
United Kingdom
$1.19M +$1.19M +38,700 New
NAM
142
NTV Asset Management
West Virginia
$1.11M – – –
Stifel Financial
143
Stifel Financial
Missouri
$1.11M +$97K +3,162 +10%
RFA
144
Reilly Financial Advisors
California
$1.07M +$797K +25,874 +290%
NEPWA
145
New England Private Wealth Advisors
Massachusetts
$1.07M +$7.05K +229 +0.7%
RMAM
146
Raab & Moskowitz Asset Management
New Jersey
$1.05M +$768K +24,951 +269%
FA
147
Fagan Associates
New York
$1.04M +$422K +13,698 +68%
MA
148
Mutual Advisors
Nebraska
$1.04M +$742K +24,112 +250%
Creative Planning
149
Creative Planning
Kansas
$1.02M +$210K +6,827 +26%
RWA
150
Redhawk Wealth Advisors
Minnesota
$974K +$974K +31,647 New
4 5
6
7 8