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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 %
Goldman Sachs
176
Goldman Sachs
New York
$230K -$294K -9,576 -56%
PWM
177
Perigon Wealth Management
California
$220K -$71K -2,310 -24%
AIM
178
Advantage Investment Management
Iowa
$217K +$211K +6,853 +3,427%
SPC
179
Sigma Planning Corp
Michigan
$216K +$9.8K +318 +5%
RCA
180
Rowland Carmichael Advisors
Arizona
$214K +$214K +6,970 New
OIA
181
OneDigital Investment Advisors
Kansas
$200K – – –
PA
182
Parallel Advisors
California
$171K +$171K +5,565 New
VFA
183
Valeo Financial Advisors
Indiana
$156K +$156K +5,075 New
SFM
184
Signet Financial Management
New Jersey
$154K +$81.4K +2,644 +112%
PCG
185
Private Capital Group
Connecticut
$153K – – –
Deutsche Bank
186
Deutsche Bank
Germany
$146K +$146K +4,752 New
TCM
187
TD Capital Management
Tennessee
$107K +$554 +18 +0.5%
DWM
188
Destination Wealth Management
California
$100K – – –
ARMC
189
American Research & Management Company
Massachusetts
$92K -$150K -4,900 -62%
FGAM
190
Financial Gravity Asset Management
Texas
$90K -$2.35K -76 -3%
VIA
191
Vantage Investment Advisors
Pennsylvania
$78K – – –
US Bancorp
192
US Bancorp
Minnesota
$77K – – –
WWM
193
Wagner Wealth Management
South Carolina
$64K +$8.48K +275 +15%
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$50K +$50K +1,627 New
AA
195
AlphaMark Advisors
Kentucky
$43K – – –
AWA
196
Acorn Wealth Advisors
Michigan
$40K +$40K +1,300 New
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$36K +$18.5K +603 +106%
RBC
198
Roble Belko & Company
Pennsylvania
$30K +$30K +975 New
AIP
199
Ameritas Investment Partners
Nebraska
$30K +$30K +1,000 New
AWMS
200
Advocacy Wealth Management Services
Georgia
$29K – – –
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8
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