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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 %
WIC
151
Woodmont Investment Counsel
Tennessee
$971K -$207K -6,718 -18%
KF
152
Krilogy Financial
Missouri
$960K +$55.1K +1,789 +6%
AWM
153
Aries Wealth Management
Maine
$959K +$115K +3,750 +14%
CC
154
Courier Capital
New York
$871K +$43.3K +1,407 +5%
GTAM
155
Global Trust Asset Management
Florida
$867K +$53K +1,720 +7%
IWM
156
IHT Wealth Management
Illinois
$825K +$825K +26,791 New
PFA
157
Pinnacle Family Advisors
Missouri
$812K -$1.17M -38,125 -59%
AP
158
Advisors Preferred
Maryland
$804K -$386K -12,530 -32%
CCG
159
Chatham Capital Group
Georgia
$782K +$64.7K +2,100 +9%
CCM
160
Cribstone Capital Management
Maine
$765K -$7.95K -258 -1%
JIP
161
Jaffetilchin Investment Partners
Florida
$759K +$420K +13,640 +124%
CB
162
Community Bank
New York
$745K +$30.4K +985 +4%
TSS
163
Two Sigma Securities
New York
$703K +$703K +22,846 New
EIA
164
Eldridge Investment Advisors
New Hampshire
$668K +$126K +4,100 +23%
EWM
165
Elmwood Wealth Management
California
$652K +$255K +8,285 +64%
RPA
166
Rock Point Advisors
Vermont
$647K – – –
IA
167
IFP Advisors
Florida
$587K -$250K -8,112 -30%
GWM
168
Greenwich Wealth Management
Connecticut
$576K +$47.6K +1,548 +9%
PMG
169
ProVise Management Group
Florida
$554K -$4.09M -132,831 -88%
AFP
170
Ausdal Financial Partners
Iowa
$554K +$189K +6,142 +52%
CCA
171
Clearwater Capital Advisors
Illinois
$529K +$529K +17,166 New
BOTW
172
Bank of the West
California
$498K -$201K -6,526 -29%
ANBT
173
American National Bank & Trust
Texas
$484K -$445K -14,433 -48%
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$481K +$431K +13,980 +859%
FCIM
175
Fairview Capital Investment Management
California
$429K +$190K +6,175 +80%
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