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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

280 hedge funds and large institutions have $1.6B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 110 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
-5
Holders Change %
-1.75%
% of All Funds
4.92%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
23
Increased
110
Reduced
90
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$17.2M
2
OPS
Orion Portfolio Solutions
Nebraska
$10.5M
3
CI
Ceera Investments
Texas
$10.4M
4
WWM
WJ Wealth Management
Arizona
$11.6M
5
CFIA
Cantor Fitzgerald Investment Advisors
New York
$18.1M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$2.89M
2
MA
MCF Advisors
Kentucky
$2.64M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$19M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
PAG
Private Advisor Group
New Jersey
$9.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
126
Avity Investment Management
Connecticut
$1.27M – – –
AP
127
Adero Partners
California
$1.25M +$66.3K +2,164 +6%
FIM
128
Fernwood Investment Management
Massachusetts
$1.23M – – –
GC
129
Grace Capital
Massachusetts
$1.23M – – –
SFS
130
Strategic Financial Services
New York
$1.21M -$14.6K -475 -1%
AIM
131
Aspen Investment Management
Michigan
$1.17M +$36.8K +1,200 +3%
SIA
132
SeaBridge Investment Advisors
New Jersey
$1.14M – – –
MLM
133
Mount Lucas Management
Pennsylvania
$1.07M -$66.4K -2,167 -6%
LAI
134
Legal Advantage Investments
California
$1.05M -$15.3K -498 -1%
EWA
135
EP Wealth Advisors
California
$991K +$991K +32,333 New
WFA
136
Wells Financial Advisors
Massachusetts
$990K +$47.2K +1,538 +5%
SHA
137
Seneca House Advisors
Virginia
$985K +$985K +32,140 New
Baird Financial Group
138
Baird Financial Group
Wisconsin
$972K +$176K +5,735 +22%
RIG
139
Roosevelt Investment Group
New York
$966K -$6.07K -198 -0.6%
VIP
140
Vantage Investment Partners
Missouri
$910K – – –
FA
141
Forefront Analytics
Pennsylvania
$900K +$828 +27 +0.1%
WMA
142
Wealth Management Associates
New Jersey
$889K – – –
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$889K +$629K +20,536 +243%
NAM
144
NorthCoast Asset Management
Connecticut
$887K +$132K +4,297 +17%
CAN
145
Cetera Advisor Networks
California
$879K +$41.7K +1,360 +5%
PA
146
Procyon Advisors
Connecticut
$878K -$6.13K -200 -0.7%
KAS
147
Kestra Advisory Services
Texas
$859K +$203K +6,627 +31%
AP
148
Advisors Preferred
Maryland
$819K -$83.4K -2,720 -9%
BWM
149
BerganKDV Wealth Management
Minnesota
$797K +$39.8K +1,298 +5%
OCM
150
Orion Capital Management
California
$794K – – –
4 5
6
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