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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

304 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+26
Holders Change %
+9.35%
% of All Funds
6%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.65%
New
68
Increased
107
Reduced
101
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
AJ Wealth Strategies
New York
+$22M
2
UCI
Uncommon Cents Investing
Wisconsin
+$18.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$14.6M
4
Truist Financial
Truist Financial
North Carolina
+$12.4M
5
RWA
Redhawk Wealth Advisors
Minnesota
+$7.07M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$172M
2
AMH
Apollo Management Holdings
New York
-$147M
3
Ameriprise
Ameriprise
Minnesota
-$39.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$27.8M
5
TWA
Tillar-Wenstrup Advisors
Ohio
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOTW
201
Bank of the West
California
$438K -$187K -6,100 -30%
RIG
202
RiverFront Investment Group
Virginia
$432K -$11.2M -363,007 -96%
TA
203
TCG Advisors
Texas
$430K -$230K -7,487 -35%
IFG
204
Investors Financial Group
Minnesota
$380K +$380K +12,374 New
IF
205
IRON Financial
Illinois
$380K +$380K +12,379 New
CGFA
206
Colton Groome Financial Advisors
North Carolina
$379K -$19.1K -620 -5%
SPC
207
Sigma Planning Corp
Michigan
$372K +$110K +3,572 +42%
RG
208
Retirement Group
California
$355K +$355K +11,536 New
RBC
209
Roble Belko & Company
Pennsylvania
$345K -$7.96K -259 -2%
IC
210
Innealta Capital
Texas
$341K -$40K -1,301 -11%
FWM
211
Foresight Wealth Management
Utah
$339K +$44.5K +1,448 +15%
SEI Investments
212
SEI Investments
Pennsylvania
$335K -$47K -1,533 -12%
NA
213
Nottingham Advisors
New York
$334K -$15K -490 -4%
AWA
214
Arete Wealth Advisors
Illinois
$330K +$22.2K +723 +7%
HH
215
Hilltop Holdings
Texas
$318K -$145K -4,721 -31%
ACM
216
AlphaStar Capital Management
North Carolina
$315K +$24.5K +796 +8%
WB
217
WesBanco Bank
West Virginia
$300K – – –
MFG
218
MidWestOne Financial Group
Iowa
$299K +$299K +9,756 New
AP
219
Adero Partners
California
$294K +$294K +9,574 New
BHWM
220
Bay Harbor Wealth Management
Maryland
$292K -$307 -10 -0.1%
WP
221
WealthPLAN Partners
Nebraska
$289K – – –
SFM
222
Signet Financial Management
New Jersey
$283K +$8.03K +261 +3%
CAG
223
Csenge Advisory Group
Florida
$267K +$267K +8,674 New
GVAG
224
Great Valley Advisor Group
Delaware
$267K +$267K +8,699 New
B
225
Bailard
California
$265K -$7.22K -235 -3%
7 8
9
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