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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 %
OWM
151
Orgel Wealth Management
Wisconsin
$1.33M -$346K -11,263 -21%
PCM
152
Parsons Capital Management
Rhode Island
$1.3M +$31 +1 +0%
EDRIA
153
Edmonds Duncan Registered Investment Advisors
Kansas
$1.28M – – –
FHB
154
First Hawaiian Bank
Hawaii
$1.26M -$82.7K -2,695 -6%
CHP
155
Cable Hill Partners
Oregon
$1.25M -$310K -10,100 -20%
AIM
156
Aspen Investment Management
Michigan
$1.25M +$92.1K +3,000 +8%
SIA
157
SeaBridge Investment Advisors
New Jersey
$1.23M -$14.1K -460 -1%
SEIA
158
Signature Estate & Investment Advisors
California
$1.21M -$10.7M -347,062 -90%
FNC
159
First National Corp
Massachusetts
$1.2M +$78.4K +2,552 +7%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$1.19M – – –
IA
161
IndexIQ Advisors
New York
$1.18M +$1.08M +35,090 +1,073%
AIM
162
Avity Investment Management
Connecticut
$1.17M -$52.2K -1,700 -4%
AI
163
Atria Investments
North Carolina
$1.15M +$356K +11,606 +45%
Verition Fund Management
164
Verition Fund Management
Connecticut
$1.14M -$45.9M -1,494,418 -98%
NEPWA
165
New England Private Wealth Advisors
Massachusetts
$1.08M +$5.31K +173 +0.5%
AWM
166
Aries Wealth Management
Maine
$1.07M +$10.7K +350 +1%
FA
167
Fagan Associates
New York
$1M -$21.4K -697 -2%
LWANC
168
Laurel Wealth Advisors (North Carolina)
North Carolina
$984K -$34.9K -1,138 -3%
KF
169
Krilogy Financial
Missouri
$975K +$113K +3,680 +13%
TSS
170
Two Sigma Securities
New York
$971K -$3.05M -99,385 -76%
NEIRG
171
New England Investment & Retirement Group
Massachusetts
$960K -$625K -20,376 -39%
BRWA
172
B. Riley Wealth Advisors
Florida
$953K +$482K +15,702 +103%
WP
173
WealthSource Partners
California
$900K -$3.22M -104,978 -78%
CC
174
Courier Capital
New York
$884K +$9.3K +303 +1%
SLA
175
Silver Lake Advisory
Utah
$848K +$848K +27,609 New
5 6
7
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