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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

282 hedge funds and large institutions have $1.58B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 135 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-22
Holders Change %
-7.24%
% of All Funds
6.23%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.71%
New
34
Increased
84
Reduced
135
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$35.7M
2
AssetMark Inc
AssetMark Inc
California
+$33.7M
3
CFIA
Cantor Fitzgerald Investment Advisors
New York
+$11.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.05M
5
FNC
First National Corp
Massachusetts
+$7.26M

Top Sellers

1
MFG
Merit Financial Group
Georgia
-$76.7M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$45.1M
3
Morgan Stanley
Morgan Stanley
New York
-$44.3M
4
GLR
Great Lakes Retirement
Ohio
-$25.4M
5
AWS
AJ Wealth Strategies
New York
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
201
Roble Belko & Company
Pennsylvania
$330K – – –
FWM
202
Foresight Wealth Management
Utah
$318K -$6.38K -217 -2%
BSAM
203
Blue Square Asset Management
New York
$314K +$314K +10,686 New
GLR
204
Great Lakes Retirement
Ohio
$304K -$25.4M -868,051 -99%
NA
205
Nottingham Advisors
New York
$302K -$17.6K -600 -6%
WB
206
WesBanco Bank
West Virginia
$287K – – –
MFG
207
MidWestOne Financial Group
Iowa
$287K – – –
SP
208
Successful Portfolios
Florida
$282K -$251K -8,552 -47%
SEI Investments
209
SEI Investments
Pennsylvania
$278K -$44.5K -1,509 -14%
BHWM
210
Bay Harbor Wealth Management
Maryland
$269K -$10K -342 -4%
SPA
211
Sentinel Pension Advisors
Massachusetts
$254K -$1.25M -42,359 -83%
DJSG
212
D.J. St. Germain
Massachusetts
$247K -$3.24K -110 -1%
SB
213
Strategic Blueprint
Georgia
$232K -$9.41K -320 -4%
MCA
214
Magnolia Capital Advisors
Mississippi
$223K -$7.35K -250 -3%
LAS
215
Lloyd Advisory Services
Georgia
$221K +$5.76K +196 +3%
CA
216
Capital Advantage
California
$220K +$1.17K +39 +0.5%
IF
217
IRON Financial
Illinois
$217K -$147K -5,007 -40%
BFEC
218
Benjamin F. Edwards & Company
Missouri
$212K -$41.7K -1,417 -16%
PWMG
219
Prestige Wealth Management Group
New Jersey
$209K -$558 -19 -0.3%
ACM
220
AlphaStar Capital Management
North Carolina
$202K -$105K -3,496 -34%
AIP
221
Ameritas Investment Partners
Nebraska
$202K +$23.5K +802 +13%
LWP
222
Legacy Wealth Partners
California
$201K – – –
ASN
223
Advisory Services Network
Georgia
$182K -$10.2K -349 -5%
MHR
224
Matthew Hamilton Rosenberg
$168K +$168K +5,705 New
CIAS
225
Capital Investment Advisory Services
North Carolina
$162K +$73.6K +2,500 +83%
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