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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

37 hedge funds and large institutions have $100M invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$12.9M
2
TFA
2
Transamerica Financial Advisors
Florida
$848K
3
RJA
3
Raymond James & Associates
Florida
$60.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.25M
5
FIM
5
Freedom Investment Management
Connecticut
$957K

Top Sellers

1
BOTW
1
Bank of the West
California
$6.74M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$366K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
F
4
FolioMetrix
Nebraska
$695K
5
RIA
5
Regal Investment Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$60.4M 1,970,004 +22,787 +1%
Bank of America
2
Bank of America
North Carolina
$12.9M 420,628 +297,657 +242%
BOTW
3
Bank of the West
California
$6.74M 219,845 -56,819 -21%
Morgan Stanley
4
Morgan Stanley
New York
$5.25M 171,379 +4,671 +3%
AP
5
Advisors Preferred
Maryland
$1.64M 53,520 -3,600 -6%
AIM
6
Avity Investment Management
Connecticut
$1.59M 51,925 -6,500 -11%
Ameriprise
7
Ameriprise
Minnesota
$1.32M 42,947 +850 +2%
SCA
8
Strategic Capital Alternatives
United States
$1.16M 37,691 -1,634 -4%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$1.02M 33,192 +50 +0.2%
FIM
10
Freedom Investment Management
Connecticut
$957K 31,224 +4,483 +17%
TFA
11
Transamerica Financial Advisors
Florida
$848K 27,658 +27,658 New
UBS Group
12
UBS Group
Switzerland
$735K 24,004 -5,240 -18%
F
13
FolioMetrix
Nebraska
$695K 22,662 -17,045 -43%
HFS
14
HL Financial Services
Kentucky
$669K 21,825 +2,500 +13%
CC
15
Courier Capital
New York
$606K 19,773 -200 -1%
CT
16
Coastline Trust
Rhode Island
$527K 17,200 -10,425 -38%
CWM
17
Cabot Wealth Management
Massachusetts
$518K 16,920 -1,150 -6%
LPL Financial
18
LPL Financial
California
$425K 13,925 -2,294 -14%
State Street
19
State Street
Massachusetts
$402K 13,128 -5,426 -29%
ACM
20
Argentus Capital Management
Texas
$386K 12,588 -372 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$366K 11,949 -32,382 -73%
WB
22
WesBanco Bank
West Virginia
$299K 9,775 – –
CS
23
Credit Suisse
Switzerland
$272K 8,893 – –
AIG
24
American International Group
New York
$186K 6,069 -3,967 -40%
Axa
25
Axa
France
$92K 2,990 -1,100 -27%
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