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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

304 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+26
Holders Change %
+9.35%
% of All Funds
6%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.65%
New
68
Increased
107
Reduced
101
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
AJ Wealth Strategies
New York
+$22M
2
UCI
Uncommon Cents Investing
Wisconsin
+$18.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$14.6M
4
Truist Financial
Truist Financial
North Carolina
+$12.4M
5
RWA
Redhawk Wealth Advisors
Minnesota
+$7.07M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$172M
2
AMH
Apollo Management Holdings
New York
-$147M
3
Ameriprise
Ameriprise
Minnesota
-$39.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$27.8M
5
TWA
Tillar-Wenstrup Advisors
Ohio
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
151
HRT Financial
New York
$1.25M +$1.25M +40,602 New
SIA
152
SeaBridge Investment Advisors
New Jersey
$1.23M – – –
AIM
153
Avity Investment Management
Connecticut
$1.21M +$200K +6,500 +20%
LA
154
LexAurum Advisors
Kansas
$1.18M +$621K +20,223 +112%
OWM
155
Orgel Wealth Management
Wisconsin
$1.13M -$1.17K -38 -0.1%
Creative Planning
156
Creative Planning
Kansas
$1.13M +$317K +10,319 +39%
NGA
157
Naples Global Advisors
Florida
$1.07M +$156K +5,070 +17%
GRP
158
Global Retirement Partners
California
$1.06M -$112K -3,638 -10%
AIM
159
Aspen Investment Management
Michigan
$991K +$73.5K +2,391 +8%
CC
160
Courier Capital
New York
$959K -$13.4K -435 -1%
CWP
161
Capital Wealth Planning
Florida
$958K – – –
CPO
162
Cerity Partners OCIO
New York
$955K +$273K +8,857 +40%
RIG
163
Roosevelt Investment Group
New York
$921K – – –
KFP
164
KMG Fiduciary Partners
Ohio
$910K +$265K +8,620 +41%
FA
165
Fagan Associates
New York
$905K -$9.83K -320 -1%
EDRIA
166
Edmonds Duncan Registered Investment Advisors
Kansas
$896K -$43K -1,400 -5%
CF
167
Centaurus Financial
California
$892K +$114K +3,696 +15%
SWP
168
Strategic Wealth Partners
Ohio
$879K -$685K -22,275 -44%
FHB
169
First Hawaiian Bank
Hawaii
$877K -$221K -7,185 -20%
IWC
170
Integrated Wealth Concepts
Massachusetts
$855K +$471K +15,333 +123%
PFA
171
Pinnacle Family Advisors
Missouri
$845K +$10.4K +337 +1%
NSB
172
Norway Savings Bank
Maine
$833K +$12.2K +398 +1%
CFG
173
Capstone Financial Group
Oklahoma
$820K +$820K +26,688 New
WP
174
WealthSource Partners
California
$803K -$413K -13,424 -34%
RPA
175
Rock Point Advisors
Vermont
$803K +$47K +1,530 +6%
5 6
7
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