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SPDR Bloomberg Investment Grade Floating Rate ETF

145 hedge funds and large institutions have $858M invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+43
Holders Change %
+42.16%
% of All Funds
3.29%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.23%
New
52
Increased
47
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$168M +$98.8M +3,220,941 +143%
RJA
2
Raymond James & Associates
Florida
$141M +$24.1M +784,469 +21%
APP
3
Avantax Planning Partners
Iowa
$82.8M +$1.78M +57,924 +2%
RIG
4
RiverFront Investment Group
Virginia
$78M +$78M +2,544,548 New
Morgan Stanley
5
Morgan Stanley
New York
$44.6M +$7.66M +249,881 +21%
BlackRock
6
BlackRock
New York
$20.8M
KeyBank National Association
7
KeyBank National Association
Ohio
$19.7M +$3.88M +126,560 +25%
RRC
8
Relaxing Retirement Coach
Massachusetts
$17M +$17M +554,127 New
UBS Group
9
UBS Group
Switzerland
$15.9M +$1.16M +37,740 +8%
PIM
10
Penobscot Investment Management
Massachusetts
$13.9M +$3.08M +100,430 +28%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$13.7M +$13.7M +445,407 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$12.7M +$2.25M +73,357 +22%
Bank of America
13
Bank of America
North Carolina
$12.5M -$109K -3,541 -0.9%
William Blair & Company
14
William Blair & Company
Illinois
$12.2M +$10.2M +332,605 +518%
Mariner
15
Mariner
Kansas
$9.57M +$7.9M +257,581 +472%
MWA
16
MFA Wealth Advisors
Pennsylvania
$8.69M +$8.69M +282,509 New
3AM
17
3D Asset Management
Connecticut
$8.23M +$153K +4,986 +2%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$7.46M +$3.96M +129,058 +113%
HFM
19
Hartford Financial Management
Connecticut
$6.7M +$29.9K +974 +0.4%
HAC
20
Harbor Advisory Corp
New Hampshire
$6.61M +$6.61M +215,580 New
BA
21
Boston Advisors
Massachusetts
$6.58M -$1.16M -37,924 -15%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$6.19M +$416K +13,568 +7%
LCC
23
Lincoln Capital Corp
Rhode Island
$6.06M -$353K -11,522 -6%
Wells Fargo
24
Wells Fargo
California
$6.06M +$612K +19,959 +11%
UIA
25
UBP Investment Advisors
Switzerland
$6.04M +$6.04M +197,013 New