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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

101 hedge funds and large institutions have $499M invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+21
Holders Change %
+26.25%
% of All Funds
2.52%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
44
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
Avantax Planning Partners
Iowa
+$24.8M
2
Morgan Stanley
Morgan Stanley
New York
+$12.5M
3
RJA
Raymond James & Associates
Florida
+$11.4M
4
UBS Group
UBS Group
Switzerland
+$9.92M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$7.65M

Top Sellers

1
BAM
Baring Asset Management
United Kingdom
-$9.02M
2
BA
Boston Advisors
Massachusetts
-$4.99M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.92M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.53M
5
LYV
Live Your Vision
Pennsylvania
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$106M +$11.4M +371,174 +12%
APP
2
Avantax Planning Partners
Iowa
$76.6M +$24.8M +805,750 +48%
OWM
3
Orgel Wealth Management
Wisconsin
$66.6M +$4.07M +132,628 +7%
Morgan Stanley
4
Morgan Stanley
New York
$36.7M +$12.5M +407,771 +52%
BlackRock
5
BlackRock
New York
$20.8M +$155K +5,034 +0.7%
UBS Group
6
UBS Group
Switzerland
$19.8M +$9.92M +322,774 +101%
RA
7
RFG Advisory
Alabama
$15.1M +$1.3M +42,274 +9%
KeyBank National Association
8
KeyBank National Association
Ohio
$14.2M +$1.65M +53,827 +13%
Bank of America
9
Bank of America
North Carolina
$11.3M +$1.83M +59,549 +19%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$8.09M +$7.65M +249,113 +1,768%
BA
11
Boston Advisors
Massachusetts
$7.77M -$4.99M -162,547 -39%
3AM
12
3D Asset Management
Connecticut
$7.75M +$140K +4,551 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$7.54M +$3.54M +115,153 +89%
HFM
14
Hartford Financial Management
Connecticut
$6.62M -$123K -4,013 -2%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$5.66M +$5.66M +184,244 New
Ameriprise
16
Ameriprise
Minnesota
$4.75M +$2.25M +73,661 +90%
BCM
17
Bluefin Capital Management
New York
$4.35M +$4.35M +141,490 New
Wells Fargo
18
Wells Fargo
California
$3.81M +$3.81M +124,103 New
CA
19
Cetera Advisors
Colorado
$3.78M +$850K +27,692 +29%
WP
20
WealthSource Partners
California
$3.43M +$186K +6,039 +6%
GWM
21
Greenwich Wealth Management
Connecticut
$3.3M +$301K +9,794 +10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.27M -$3.92M -127,466 -55%
LYV
23
Live Your Vision
Pennsylvania
$3.02M -$1.55M -50,328 -34%
SBL
24
Sargent Bickham Lagudis
Colorado
$3M +$54.7K +1,781 +2%
AWMG
25
Alliance Wealth Management Group
New Jersey
$2.77M +$216K +7,037 +8%
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