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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 %
TC
176
TownSquare Capital
Utah
$445K +$445K +14,534 New
OWA
177
Octavia Wealth Advisors
Ohio
$411K – – –
RBC
178
Roble Belko & Company
Pennsylvania
$396K +$122K +3,983 +45%
EDRIA
179
Edmonds Duncan Registered Investment Advisors
Kansas
$394K – – –
MA
180
Mutual Advisors
Nebraska
$388K -$14.5K -472 -4%
BWM
181
BCS Wealth Management
Tennessee
$362K +$215 +7 +0.1%
AIC
182
Ameritas Investment Company
Nebraska
$355K -$470K -15,350 -57%
RG
183
Retirement Group
California
$349K +$39.3K +1,281 +13%
WIC
184
Woodmont Investment Counsel
Tennessee
$319K – – –
CF
185
Centaurus Financial
California
$314K +$184 +6 +0.1%
RIG
186
RiverFront Investment Group
Virginia
$307K +$35K +1,140 +13%
WB
187
WesBanco Bank
West Virginia
$300K +$300K +9,775 New
MFG
188
MidWestOne Financial Group
Iowa
$299K – – –
WP
189
WealthPLAN Partners
Nebraska
$296K – – –
KOC
190
Koss-Olinger Consulting
Florida
$292K +$292K +9,517 New
CFA
191
Carroll Financial Associates
North Carolina
$289K +$289K +9,450 New
ME
192
McIlrath & Eck
Washington
$284K +$32.4K +1,056 +13%
IFG
193
Investors Financial Group
Minnesota
$273K -$107K -3,500 -28%
JWCA
194
J.W. Cole Advisors
Florida
$272K -$79.7K -2,599 -23%
GI
195
GS Investments
Minnesota
$271K – – –
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$259K +$99.8K +3,262 +63%
MFG
197
Merit Financial Group
Georgia
$253K -$4.74M -154,781 -95%
RJT
198
Raymond James Trust
Florida
$253K -$102K -3,329 -29%
OMC
199
Old Mission Capital
Illinois
$246K -$53.4K -1,742 -18%
RIM
200
Rockbridge Investment Management
New York
$246K -$7.42K -242 -3%
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