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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

80 hedge funds and large institutions have $409M invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+24
Holders Change %
+42.86%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.1%
New
32
Increased
30
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$62.6M
2
APP
Avantax Planning Partners
Iowa
+$51.9M
3
RA
RFG Advisory
Alabama
+$13.8M
4
Morgan Stanley
Morgan Stanley
New York
+$9.89M
5
RJA
Raymond James & Associates
Florida
+$8.94M

Top Sellers

1
BlackRock
BlackRock
New York
-$24.6M
2
AssetMark Inc
AssetMark Inc
California
-$22.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$10.1M
4
BCM
Bluefin Capital Management
New York
-$3.26M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$94.3M +$8.94M +290,971 +10%
OWM
2
Orgel Wealth Management
Wisconsin
$62.6M +$62.6M +2,036,130 New
APP
3
Avantax Planning Partners
Iowa
$51.9M +$51.9M +1,687,698 New
Morgan Stanley
4
Morgan Stanley
New York
$24.2M +$9.89M +321,710 +69%
BlackRock
5
BlackRock
New York
$20.7M -$24.6M -798,952 -54%
RA
6
RFG Advisory
Alabama
$13.8M +$13.8M +447,901 New
BA
7
Boston Advisors
Massachusetts
$12.8M +$2.88M +93,839 +29%
KeyBank National Association
8
KeyBank National Association
Ohio
$12.5M +$1.83M +59,689 +17%
UBS Group
9
UBS Group
Switzerland
$9.85M +$6.08M +197,781 +161%
Bank of America
10
Bank of America
North Carolina
$9.46M +$757K +24,638 +9%
BAM
11
Baring Asset Management
United Kingdom
$9.02M – – –
3AM
12
3D Asset Management
Connecticut
$7.61M +$7.61M +247,644 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.19M +$5.16M +167,996 +255%
HFM
14
Hartford Financial Management
Connecticut
$6.75M +$6.75M +219,591 New
LYV
15
Live Your Vision
Pennsylvania
$4.57M +$3.86M +125,468 +542%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4M +$1.43M +46,677 +56%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.74M +$3.74M +121,641 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.32M +$1.78M +57,933 +116%
WP
19
WealthSource Partners
California
$3.25M +$3.25M +105,692 New
GWM
20
Greenwich Wealth Management
Connecticut
$3M +$3M +97,479 New
SBL
21
Sargent Bickham Lagudis
Colorado
$2.95M +$1.31M +42,502 +80%
CA
22
Cetera Advisors
Colorado
$2.93M +$1.39M +45,345 +90%
AWMG
23
Alliance Wealth Management Group
New Jersey
$2.55M +$2.55M +83,067 New
Ameriprise
24
Ameriprise
Minnesota
$2.49M +$1.09M +35,700 +78%
FIM
25
Freedom Investment Management
Connecticut
$2.15M +$71.5K +2,326 +3%
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