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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

287 hedge funds and large institutions have $2.45B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 126 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+34
Holders Change %
+13.44%
% of All Funds
6.4%
Holding in Top 10
44
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+37.5%
% of All Funds
0.98%
New
66
Increased
126
Reduced
77
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$57.5M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$46.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$30.9M
4
Bank of America
Bank of America
North Carolina
+$26.9M
5
WCM
Windham Capital Management
Massachusetts
+$26.8M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$84.2M
2
Jane Street
Jane Street
New York
-$81.8M
3
PAG
Pinnacle Advisory Group
Maryland
-$78.3M
4
AssetMark Inc
AssetMark Inc
California
-$40.9M
5
AA
Alesco Advisors
New York
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
176
Krilogy Financial
Missouri
$852K -$94.3K -3,106 -10%
Creative Planning
177
Creative Planning
Kansas
$844K -$163K -5,374 -16%
BOTW
178
Bank of the West
California
$838K +$347K +11,419 +71%
LCC
179
Lincoln Capital Corp
Rhode Island
$829K -$1.82M -59,892 -69%
WIA
180
World Investment Advisors
California
$828K +$828K +27,035 New
AI
181
Atria Investments
North Carolina
$783K +$531K +17,461 +210%
PFA
182
Pinnacle Family Advisors
Missouri
$776K -$24.9K -820 -3%
WIC
183
Woodmont Investment Counsel
Tennessee
$772K -$185K -6,111 -19%
CB
184
Community Bank
New York
$764K +$30.4K +1,000 +4%
PWP
185
Personal Wealth Partners
Minnesota
$758K +$758K +24,951 New
BFEC
186
Benjamin F. Edwards & Company
Missouri
$727K +$720K +23,707 +9,796%
JIP
187
Jaffetilchin Investment Partners
Florida
$713K -$36K -1,185 -5%
FFG
188
Ford Financial Group
California
$711K +$409K +13,474 +135%
AP
189
Advisors Preferred
Maryland
$705K -$88.4K -2,910 -11%
CCM
190
Cribstone Capital Management
Maine
$689K -$64.8K -2,135 -9%
RBC
191
Roble Belko & Company
Pennsylvania
$667K +$637K +20,971 +2,151%
BAM
192
Belpointe Asset Management
Nevada
$653K -$992K -32,681 -60%
CAGAS
193
Capital Advisory Group Advisory Services
Minnesota
$643K +$597K +19,566 +1,304%
RPA
194
Rock Point Advisors
Vermont
$629K -$9.11K -300 -1%
HFS
195
HL Financial Services
Kentucky
$620K -$916K -30,193 -60%
MAFM
196
Mid Atlantic Financial Management
Pennsylvania
$595K +$595K +19,596 New
AAS
197
Avantax Advisory Services
Texas
$568K +$568K +18,694 New
FA
198
FDx Advisors
Illinois
$555K +$199K +6,546 +56%
CAL
199
Capital Advisors Ltd
Ohio
$555K +$555K +18,281 New
SP
200
Successful Portfolios
Florida
$554K +$190K +6,253 +52%
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