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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

178 hedge funds and large institutions have $1.37B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+33
Holders Change %
+22.76%
% of All Funds
4.09%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.44%
New
41
Increased
90
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Pinnacle Advisory Group
Maryland
+$84.3M
2
OWM
Orgel Wealth Management
Wisconsin
+$40.2M
3
Wells Fargo
Wells Fargo
California
+$30.7M
4
State Street
State Street
Massachusetts
+$30.5M
5
CPO
Cerity Partners OCIO
New York
+$30M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.46M
2
LCC
Lincoln Capital Corp
Rhode Island
-$5.63M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$5.45M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.77M
5
NIA
Northstar Investment Advisors
Colorado
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$208M +$40.2M +1,309,747 +24%
RJA
2
Raymond James & Associates
Florida
$167M +$26M +847,389 +18%
RIG
3
RiverFront Investment Group
Virginia
$90.6M +$12.4M +403,026 +16%
APP
4
Avantax Planning Partners
Iowa
$88.6M +$5.58M +181,583 +7%
PAG
5
Pinnacle Advisory Group
Maryland
$84.3M +$84.3M +2,744,555 New
Morgan Stanley
6
Morgan Stanley
New York
$69M +$24.3M +789,896 +54%
Wells Fargo
7
Wells Fargo
California
$36.8M +$30.7M +998,679 +506%
UBS Group
8
UBS Group
Switzerland
$31.1M +$15.3M +496,814 +96%
CPO
9
Cerity Partners OCIO
New York
$31M +$30M +976,894 +3,114%
State Street
10
State Street
Massachusetts
$30.5M +$30.5M +993,742 New
MA
11
MCF Advisors
Kentucky
$22M +$21.9M +711,066 +12,264%
KeyBank National Association
12
KeyBank National Association
Ohio
$21.5M +$1.76M +57,286 +9%
BlackRock
13
BlackRock
New York
$20.8M – – –
Bank of America
14
Bank of America
North Carolina
$19.3M +$6.8M +221,398 +54%
Jane Street
15
Jane Street
New York
$17.7M +$17.7M +574,614 New
PIM
16
Penobscot Investment Management
Massachusetts
$16.2M +$2.23M +72,590 +16%
KFA
17
Kays Financial Advisory
Georgia
$16M +$16M +522,046 New
ECML
18
Eagle Capital Management (Louisiana)
Louisiana
$14.4M +$14.1M +458,315 +5,217%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$13.5M +$792K +25,765 +6%
William Blair & Company
20
William Blair & Company
Illinois
$12M -$200K -6,495 -2%
RRC
21
Relaxing Retirement Coach
Massachusetts
$11.6M -$5.45M -177,195 -32%
LYV
22
Live Your Vision
Pennsylvania
$10.5M +$7.72M +250,957 +281%
RRWA
23
Rainey & Randall Wealth Advisors
Florida
$10.3M +$7.57M +246,198 +275%
HAC
24
Harbor Advisory Corp
New Hampshire
$10.2M +$3.52M +114,700 +53%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$9.92M -$3.77M -122,650 -28%
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