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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 %
WS
126
Wela Strategies
Georgia
$2.36M +$334K +10,895 +17%
CMBA
127
C.M. Bidwell & Associates
Hawaii
$2.29M -$291K -9,483 -11%
DCM
128
DeGreen Capital Management
Arizona
$2.24M +$439K +14,296 +24%
AWM
129
AE Wealth Management
Kansas
$2.23M +$2.23M +72,737 New
AP
130
Advisors Preferred
Maryland
$2.22M +$1.51M +49,150 +212%
CFS
131
Ceros Financial Services
Maryland
$2.22M +$2.22M +72,350 New
AFG
132
Albion Financial Group
Utah
$2.11M +$139K +4,515 +7%
MHS
133
M Holdings Securities
Oregon
$2.09M -$159K -5,173 -7%
Bank of New York Mellon
134
Bank of New York Mellon
New York
$2.01M -$19.2M -624,263 -91%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$1.99M -$5.94M -193,399 -75%
RFO
136
RiverGlades Family Offices
Florida
$1.98M +$1.98M +64,395 New
RJT
137
Raymond James Trust
Florida
$1.98M -$144K -4,694 -7%
ACM
138
AlphaStar Capital Management
North Carolina
$1.95M -$1.66M -54,129 -46%
RMAM
139
Raab & Moskowitz Asset Management
New Jersey
$1.94M +$257K +8,361 +15%
CA
140
Calton & Associates
Florida
$1.93M +$372K +12,116 +24%
CA
141
Cetera Advisors
Colorado
$1.9M -$6.9M -224,771 -78%
SS
142
Simplicity Solutions
Minnesota
$1.86M +$1.86M +60,671 New
PWMAG
143
Pinnacle Wealth Management Advisory Group
New Jersey
$1.82M -$22K -718 -1%
WI
144
WBI Investments
New Jersey
$1.79M +$1.79M +58,153 New
PA
145
PFG Advisors
Arizona
$1.78M -$55.5K -1,807 -3%
EIA
146
Eldridge Investment Advisors
New Hampshire
$1.72M +$20.8K +679 +1%
SIM
147
Stratos Investment Management
Ohio
$1.7M +$1.7M +55,460 New
MML Investors Services
148
MML Investors Services
Massachusetts
$1.7M -$80.6K -2,626 -5%
FI
149
FormulaFolio Investments
Michigan
$1.68M -$48.5M -1,580,764 -97%
PAG
150
Pinnacle Advisory Group
Maryland
$1.66M -$40.4M -1,315,720 -96%
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