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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

287 hedge funds and large institutions have $2.45B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 126 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+34
Holders Change %
+13.44%
% of All Funds
6.4%
Holding in Top 10
44
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+37.5%
% of All Funds
0.98%
New
66
Increased
126
Reduced
77
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$57.5M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$46.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$30.9M
4
Bank of America
Bank of America
North Carolina
+$26.9M
5
WCM
Windham Capital Management
Massachusetts
+$26.8M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$84.2M
2
Jane Street
Jane Street
New York
-$81.8M
3
PAG
Pinnacle Advisory Group
Maryland
-$78.3M
4
AssetMark Inc
AssetMark Inc
California
-$40.9M
5
AA
Alesco Advisors
New York
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$183M +$979K +32,250 +0.5%
UBS Group
2
UBS Group
Switzerland
$104M +$4.35M +143,284 +4%
Morgan Stanley
3
Morgan Stanley
New York
$101M +$3.5M +115,330 +4%
APP
4
Avantax Planning Partners
Iowa
$98.1M +$340K +11,201 +0.3%
Ameriprise
5
Ameriprise
Minnesota
$96.5M +$57.5M +1,885,766 +148%
Bank of America
6
Bank of America
North Carolina
$86.1M +$26.9M +886,935 +46%
RIG
7
RiverFront Investment Group
Virginia
$83.9M -$5.26M -173,065 -6%
AA
8
Alesco Advisors
New York
$63.9M -$22.6M -743,091 -26%
VA
9
Valmark Advisers
Ohio
$55.1M +$7.79M +256,639 +16%
Wells Fargo
10
Wells Fargo
California
$52.9M +$915K +30,121 +2%
FI
11
FormulaFolio Investments
Michigan
$50.4M – – –
WCM
12
Windham Capital Management
Massachusetts
$49.9M +$26.8M +880,823 +116%
KeyBank National Association
13
KeyBank National Association
Ohio
$46.9M +$5.81M +191,317 +14%
Verition Fund Management
14
Verition Fund Management
Connecticut
$46.5M +$46.5M +1,531,584 New
PAG
15
Pinnacle Advisory Group
Maryland
$41.6M -$78.3M -2,578,016 -65%
DSN
16
D. Scott Neal
Kentucky
$37.7M +$8.02M +263,945 +27%
CA
17
Capital Advantage
California
$37.5M +$5.31M +174,995 +16%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$36.7M +$21.3M +699,890 +137%
MA
19
MCF Advisors
Kentucky
$34.1M -$6.89M -226,896 -17%
BTS
20
BB&T Securities
Virginia
$33.8M +$4.64M +152,935 +16%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$30.9M +$30.9M +1,017,710 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$27.5M +$14.9M +489,743 +118%
PIM
23
Penobscot Investment Management
Massachusetts
$26.6M +$3.57M +117,390 +16%
BlackRock
24
BlackRock
New York
$24.6M +$4.02M +132,346 +20%
CIA
25
Capital Investment Advisors
Georgia
$21.7M +$1.64M +54,022 +8%
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