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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

287 hedge funds and large institutions have $2.45B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 126 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+34
Holders Change %
+13.44%
% of All Funds
6.4%
Holding in Top 10
44
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+37.5%
% of All Funds
0.98%
New
66
Increased
126
Reduced
77
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$57.5M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$46.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$30.9M
4
Bank of America
Bank of America
North Carolina
+$26.9M
5
WCM
Windham Capital Management
Massachusetts
+$26.8M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$84.2M
2
Jane Street
Jane Street
New York
-$81.8M
3
PAG
Pinnacle Advisory Group
Maryland
-$78.3M
4
AssetMark Inc
AssetMark Inc
California
-$40.9M
5
AA
Alesco Advisors
New York
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
126
Merit Financial Group
Georgia
$2.51M +$2.51M +82,589 New
SI
127
SimpliFi Inc
California
$2.46M -$162K -5,324 -6%
TFA
128
Transamerica Financial Advisors
Florida
$2.45M -$3.81M -125,441 -61%
UBS AM
129
UBS AM
Illinois
$2.32M -$423K -13,913 -15%
MHS
130
M Holdings Securities
Oregon
$2.22M +$22.5K +740 +1%
SBL
131
Sargent Bickham Lagudis
Colorado
$2.18M -$3.55M -116,827 -62%
LFGH
132
Lee Financial Group Hawaii
Hawaii
$2.18M +$37.8K +1,245 +2%
RJT
133
Raymond James Trust
Florida
$2.1M +$160K +5,282 +8%
AG
134
Advisor Group
Arizona
$2.03M -$972K -32,010 -32%
WS
135
Wela Strategies
Georgia
$2M +$158K +5,209 +9%
BFA
136
Beaumont Financial Advisors
Massachusetts
$1.95M +$41.1K +1,352 +2%
AFG
137
Albion Financial Group
Utah
$1.95M +$149K +4,900 +8%
BS
138
Banco Santander
Spain
$1.94M +$1.94M +63,905 New
RFA
139
Reilly Financial Advisors
California
$1.92M +$859K +28,276 +81%
HH
140
Hilltop Holdings
Texas
$1.84M -$646K -21,276 -26%
PA
141
PFG Advisors
Arizona
$1.83M +$285K +9,306 +18%
PWMAG
142
Pinnacle Wealth Management Advisory Group
New Jersey
$1.83M +$262K +8,635 +17%
MML Investors Services
143
MML Investors Services
Massachusetts
$1.76M +$393K +12,938 +29%
FAM
144
Formidable Asset Management
Ohio
$1.75M +$34.1K +1,122 +2%
EIA
145
Eldridge Investment Advisors
New Hampshire
$1.68M +$1.02M +33,641 +155%
RMAM
146
Raab & Moskowitz Asset Management
New Jersey
$1.66M +$623K +20,518 +60%
OWM
147
Orgel Wealth Management
Wisconsin
$1.66M -$84.2M -2,772,356 -98%
BII
148
Bainco International Investors
Massachusetts
$1.66M -$9.56M -314,882 -85%
NEIRG
149
New England Investment & Retirement Group
Massachusetts
$1.57M -$1.34M -44,018 -46%
CHP
150
Cable Hill Partners
Oregon
$1.55M +$1.54M +50,716 +32,510%
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