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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 %
Citigroup
176
Citigroup
New York
$417K +$79.2K +2,573 +23%
GRP
177
Global Retirement Partners
California
$388K +$386K +12,527 +16,483%
CFA
178
Cahill Financial Advisors
Minnesota
$387K -$181K -5,873 -32%
DJSG
179
D.J. St. Germain
Massachusetts
$383K +$383K +12,440 New
CCG
180
Ceeto Capital Group
Florida
$369K – – –
SP
181
Successful Portfolios
Florida
$369K +$369K +11,983 New
SWM
182
Stockman Wealth Management
Montana
$365K +$365K +11,851 New
LA
183
LexAurum Advisors
Kansas
$364K +$364K +11,807 New
WS
184
Wedbush Securities
California
$363K -$71.8K -2,332 -17%
FA
185
FDx Advisors
Illinois
$361K -$132K -4,274 -27%
BSWM
186
Boston Standard Wealth Management
Massachusetts
$353K +$353K +11,498 New
BCA
187
Bay Colony Advisors
Massachusetts
$337K -$186K -6,036 -36%
NGA
188
Naples Global Advisors
Florida
$333K +$333K +10,800 New
FFG
189
Ford Financial Group
California
$305K +$305K +9,960 New
WB
190
WesBanco Bank
West Virginia
$301K – – –
CCM
191
Crabel Capital Management
California
$291K – – –
RCA
192
Rowland Carmichael Advisors
Arizona
$266K +$51K +1,655 +24%
FA
193
Forefront Analytics
Pennsylvania
$259K -$247K -8,027 -49%
BAM
194
Berkshire Asset Management
Pennsylvania
$258K +$258K +8,389 New
AI
195
Atria Investments
North Carolina
$256K -$1.6M -51,901 -86%
FHB
196
First Hawaiian Bank
Hawaii
$251K +$251K +8,145 New
PWM
197
Perigon Wealth Management
California
$250K +$29.8K +968 +14%
PP
198
PDS Planning
Ohio
$248K -$263K -8,551 -51%
AWA
199
Arete Wealth Advisors
Illinois
$235K +$2.86K +93 +1%
AIM
200
Advantage Investment Management
Iowa
$231K +$14K +456 +6%
6 7
8
9 10