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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

217 hedge funds and large institutions have $1.98B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+39
Holders Change %
+21.91%
% of All Funds
4.97%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.71%
New
55
Increased
108
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$63.4M
2
FI
FormulaFolio Investments
Michigan
+$48.8M
3
VA
Valmark Advisers
Ohio
+$48M
4
WCM
Windham Capital Management
Massachusetts
+$45M
5
GC
Grimes & Company
Massachusetts
+$28.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$17.7M
2
UIA
UBP Investment Advisors
Switzerland
-$7.64M
3
State Street
State Street
Massachusetts
-$7.15M
4
SWP
Stratos Wealth Partners
Ohio
-$3.89M
5
RRC
Relaxing Retirement Coach
Massachusetts
-$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
151
Private Advisor Group
New Jersey
$590K -$1.14M -37,287 -66%
CFA
152
Cahill Financial Advisors
Minnesota
$567K +$567K +18,430 New
EIA
153
Eldridge Investment Advisors
New Hampshire
$542K +$195K +6,370 +56%
GWM
154
Greenwich Wealth Management
Connecticut
$528K +$160K +5,215 +44%
BCA
155
Bay Colony Advisors
Massachusetts
$522K +$522K +16,985 New
PP
156
PDS Planning
Ohio
$511K -$81.5K -2,650 -14%
FA
157
Forefront Analytics
Pennsylvania
$505K +$2.64K +86 +0.5%
FA
158
FDx Advisors
Illinois
$492K +$492K +16,002 New
Manulife (Manufacturers Life Insurance)
159
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$488K +$471K +15,293 +2,731%
WS
160
Wedbush Securities
California
$434K +$45.5K +1,482 +12%
SEI Investments
161
SEI Investments
Pennsylvania
$419K +$387K +12,592 +1,218%
EWM
162
Elmwood Wealth Management
California
$396K +$359K +11,660 +952%
CCG
163
Ceeto Capital Group
Florida
$369K +$369K +12,000 New
AFP
164
Ausdal Financial Partners
Iowa
$364K +$75K +2,441 +26%
JIP
165
Jaffetilchin Investment Partners
Florida
$339K -$69.7K -2,267 -17%
Citigroup
166
Citigroup
New York
$338K +$192K +6,219 +131%
CCM
167
Canal Capital Management
Virginia
$321K +$1.11K +36 +0.3%
WB
168
WesBanco Bank
West Virginia
$301K – – –
MA
169
Mutual Advisors
Nebraska
$297K +$297K +9,646 New
CCM
170
Crabel Capital Management
California
$291K – – –
RMAM
171
Raab & Moskowitz Asset Management
New Jersey
$285K +$285K +9,291 New
RFA
172
Reilly Financial Advisors
California
$275K -$15.7K -511 -5%
FCIM
173
Fairview Capital Investment Management
California
$238K +$238K +7,750 New
KA
174
Kovack Advisors
Florida
$237K +$237K +7,692 New
AWA
175
Arete Wealth Advisors
Illinois
$232K +$4.21K +137 +2%
5 6
7
8 9