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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

264 hedge funds and large institutions have $1.63B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 95 increasing their positions, 101 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-18
Holders Change %
-6.38%
% of All Funds
5.43%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.43%
New
24
Increased
95
Reduced
101
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$43.8M
2
Ameriprise
Ameriprise
Minnesota
+$36M
3
AA
Alesco Advisors
New York
+$25.7M
4
TWA
Tillar-Wenstrup Advisors
Ohio
+$10.5M
5
Wells Fargo
Wells Fargo
California
+$10.2M

Top Sellers

1
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$25.4M
2
IA
IndexIQ Advisors
New York
-$17.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$15.2M
4
PIM
Penobscot Investment Management
Massachusetts
-$15.2M
5
UBS Group
UBS Group
Switzerland
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
176
Old Mission Capital
Illinois
$477K +$477K +15,648 New
UCFA
177
United Capital Financial Advisors
Texas
$475K -$233K -7,639 -33%
BWM
178
BCS Wealth Management
Tennessee
$472K +$700 +23 +0.1%
RIM
179
Rockbridge Investment Management
New York
$463K +$463K +15,202 New
SPC
180
Sigma Planning Corp
Michigan
$462K +$87.3K +2,867 +23%
BHWM
181
Bay Harbor Wealth Management
Maryland
$455K +$176K +5,780 +63%
MA
182
Mutual Advisors
Nebraska
$450K -$31.6K -1,036 -7%
EDRIA
183
Edmonds Duncan Registered Investment Advisors
Kansas
$392K – – –
IDA
184
Intelligence Driven Advisers
California
$388K +$43.1K +1,413 +12%
IFG
185
Investors Financial Group
Minnesota
$380K -$13.6K -447 -3%
William Blair & Company
186
William Blair & Company
Illinois
$377K -$119K -3,916 -24%
WIC
187
Woodmont Investment Counsel
Tennessee
$371K +$12K +395 +3%
IP
188
Intellectus Partners
California
$366K +$61 +2 +0%
FPCM
189
Financial Partners Capital Management
New York
$366K +$366K +12,000 New
FWM
190
Foresight Wealth Management
Utah
$365K +$35.5K +1,165 +11%
CGFA
191
Colton Groome Financial Advisors
North Carolina
$352K -$7.1K -233 -2%
WP
192
WealthPLAN Partners
Nebraska
$345K – – –
SWP
193
Strategic Wealth Partners
Ohio
$329K -$544K -17,815 -62%
LAS
194
Lloyd Advisory Services
Georgia
$323K +$93.8K +3,077 +41%
RBC
195
Roble Belko & Company
Pennsylvania
$322K -$19.9K -653 -6%
WB
196
WesBanco Bank
West Virginia
$298K – – –
MFG
197
MidWestOne Financial Group
Iowa
$297K – – –
ASN
198
Advisory Services Network
Georgia
$285K +$96.7K +3,185 +51%
RG
199
Retirement Group
California
$277K +$277K +9,082 New
CNC
200
Canandaigua National Corp
New York
$263K +$263K +8,645 New
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8
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