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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

253 hedge funds and large institutions have $2.36B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+36
Holders Change %
+16.59%
% of All Funds
5.79%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.73%
New
52
Increased
126
Reduced
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$83.9M
2
AA
Alesco Advisors
New York
+$77.3M
3
AssetMark Inc
AssetMark Inc
California
+$44M
4
Ameriprise
Ameriprise
Minnesota
+$28.7M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$24M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$130M
2
GC
Grimes & Company
Massachusetts
-$28.4M
3
PFG
Piershale Financial Group
Illinois
-$24.7M
4
WCM
Windham Capital Management
Massachusetts
-$21.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$184M +$10.5M +340,465 +6%
PAG
2
Pinnacle Advisory Group
Maryland
$122M +$19.7M +639,402 +19%
UBS Group
3
UBS Group
Switzerland
$101M +$6.14M +199,350 +6%
APP
4
Avantax Planning Partners
Iowa
$99.1M +$5.37M +174,523 +6%
Morgan Stanley
5
Morgan Stanley
New York
$98.9M +$20.3M +657,828 +26%
RIG
6
RiverFront Investment Group
Virginia
$90.4M -$892K -28,964 -1%
AA
7
Alesco Advisors
New York
$87.7M +$77.3M +2,511,254 +746%
OWM
8
Orgel Wealth Management
Wisconsin
$87M -$130M -4,224,918 -60%
Jane Street
9
Jane Street
New York
$83.9M +$83.9M +2,723,926 New
Bank of America
10
Bank of America
North Carolina
$60M +$19.9M +647,355 +50%
AssetMark Inc
11
AssetMark Inc
California
$55.8M +$44M +1,429,761 +374%
Wells Fargo
12
Wells Fargo
California
$52.7M +$3.29M +106,883 +7%
FI
13
FormulaFolio Investments
Michigan
$50.4M -$2.57M -83,386 -5%
VA
14
Valmark Advisers
Ohio
$48M -$310K -10,059 -0.6%
KeyBank National Association
15
KeyBank National Association
Ohio
$41.7M +$12.2M +396,046 +41%
MA
16
MCF Advisors
Kentucky
$41.5M +$17.6M +573,214 +74%
Ameriprise
17
Ameriprise
Minnesota
$39.3M +$28.7M +933,459 +271%
CA
18
Capital Advantage
California
$32.7M +$4.76M +154,743 +17%
DSN
19
D. Scott Neal
Kentucky
$30.1M +$15.3M +498,321 +104%
BTS
20
BB&T Securities
Virginia
$29.6M +$9.74M +316,335 +49%
CPO
21
Cerity Partners OCIO
New York
$28.4M -$1.81M -58,903 -6%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$25M +$5.29M +172,249 +27%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$24M +$24M +780,440 New
WCM
24
Windham Capital Management
Massachusetts
$23.4M -$21.7M -703,769 -48%
PIM
25
Penobscot Investment Management
Massachusetts
$23.3M +$3.71M +120,516 +19%
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