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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

273 hedge funds and large institutions have $1.5B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-8
Holders Change %
-2.85%
% of All Funds
4.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
24
Increased
99
Reduced
104
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$15.8M
2
Morgan Stanley
Morgan Stanley
New York
+$12.4M
3
APP
Avantax Planning Partners
Iowa
+$9.7M
4
AA
Alesco Advisors
New York
+$8.74M
5
WCA
Westover Capital Advisors
Delaware
+$8.02M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$21.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$19.1M
3
AIM
Astor Investment Management
Illinois
-$18M
4
MA
MCF Advisors
Kentucky
-$15.2M
5
IA
IndexIQ Advisors
New York
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
151
Chatham Capital Group
Georgia
$665K -$138K -4,500 -17%
FWM
152
Foresight Wealth Management
Utah
$661K -$3.77K -123 -0.6%
KFP
153
KMG Fiduciary Partners
Ohio
$659K +$92 +3 +0%
EWA
154
Evolution Wealth Advisors
Florida
$644K +$644K +21,020 New
Deutsche Bank
155
Deutsche Bank
Germany
$634K +$14.2K +463 +2%
NAM
156
NTV Asset Management
West Virginia
$624K -$61.3K -2,000 -9%
CPO
157
Cerity Partners OCIO
New York
$621K +$161K +5,252 +35%
CCG
158
Ceeto Capital Group
Florida
$613K – – –
CCM
159
Crabel Capital Management
California
$600K -$68.1K -2,222 -10%
PWM
160
Purus Wealth Management
California
$585K +$9.8K +320 +2%
PHS
161
Pekin Hardy Strauss
Illinois
$583K -$211K -6,880 -27%
AHC
162
Anderson Hoagland & Co
Missouri
$579K +$132K +4,311 +30%
PAS
163
Park Avenue Securities
New York
$566K +$566K +18,464 New
CT
164
Clearstead Trust
Maine
$565K – – –
RRC
165
Relaxing Retirement Coach
Massachusetts
$556K -$211K -6,878 -27%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$546K +$546K +17,825 New
RI
167
Ridgewood Investments
New Jersey
$539K +$301K +9,836 +127%
FIM
168
Freedom Investment Management
Connecticut
$527K -$35.5K -1,159 -6%
IWC
169
Integrated Wealth Concepts
Massachusetts
$523K -$701K -22,860 -57%
OCM
170
Orion Capital Management
California
$506K – – –
PL
171
Protective Life
Alabama
$499K – – –
PWM
172
Peterson Wealth Management
Nevada
$457K +$75.1K +2,452 +20%
IA
173
IFP Advisors
Florida
$454K -$2.28M -74,643 -83%
CC
174
Courier Capital
New York
$452K +$137K +4,468 +43%
William Blair & Company
175
William Blair & Company
Illinois
$448K +$102K +3,345 +30%
5 6
7
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