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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

217 hedge funds and large institutions have $1.98B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+39
Holders Change %
+21.91%
% of All Funds
4.97%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.71%
New
55
Increased
108
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$63.4M
2
FI
FormulaFolio Investments
Michigan
+$48.8M
3
VA
Valmark Advisers
Ohio
+$48M
4
WCM
Windham Capital Management
Massachusetts
+$45M
5
GC
Grimes & Company
Massachusetts
+$28.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$17.7M
2
UIA
UBP Investment Advisors
Switzerland
-$7.64M
3
State Street
State Street
Massachusetts
-$7.15M
4
SWP
Stratos Wealth Partners
Ohio
-$3.89M
5
RRC
Relaxing Retirement Coach
Massachusetts
-$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$217M +$8.35M +271,593 +4%
RJA
2
Raymond James & Associates
Florida
$174M +$6.72M +218,506 +4%
PAG
3
Pinnacle Advisory Group
Maryland
$102M +$17.3M +563,968 +21%
UBS Group
4
UBS Group
Switzerland
$94.5M +$63.4M +2,060,984 +203%
APP
5
Avantax Planning Partners
Iowa
$93.6M +$4.93M +160,221 +6%
RIG
6
RiverFront Investment Group
Virginia
$91.2M +$517K +16,800 +0.6%
Morgan Stanley
7
Morgan Stanley
New York
$78.6M +$9.56M +310,922 +14%
FI
8
FormulaFolio Investments
Michigan
$52.9M +$48.8M +1,587,845 +1,213%
Wells Fargo
9
Wells Fargo
California
$49.3M +$12.5M +407,061 +34%
VA
10
Valmark Advisers
Ohio
$48.2M +$48M +1,560,006 +20,299%
WCM
11
Windham Capital Management
Massachusetts
$45M +$45M +1,464,685 New
Bank of America
12
Bank of America
North Carolina
$40M +$20.7M +673,540 +107%
CPO
13
Cerity Partners OCIO
New York
$30.2M -$834K -27,119 -3%
KeyBank National Association
14
KeyBank National Association
Ohio
$29.5M +$7.99M +259,782 +37%
GC
15
Grimes & Company
Massachusetts
$28.4M +$28.4M +921,991 New
CA
16
Capital Advantage
California
$27.9M +$27.9M +906,340 New
PFG
17
Piershale Financial Group
Illinois
$26.1M +$26.1M +849,746 New
MA
18
MCF Advisors
Kentucky
$23.8M +$1.79M +58,223 +8%
State Street
19
State Street
Massachusetts
$23.4M -$7.15M -232,652 -23%
LYV
20
Live Your Vision
Pennsylvania
$20.9M +$10.5M +340,360 +100%
BlackRock
21
BlackRock
New York
$20.8M – – –
BTS
22
BB&T Securities
Virginia
$19.8M +$13.7M +446,575 +226%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$19.7M +$10.7M +348,674 +119%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$19.7M +$9.8M +318,725 +99%
PIM
25
Penobscot Investment Management
Massachusetts
$19.6M +$3.42M +111,077 +21%
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