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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

294 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+7
Holders Change %
+2.44%
% of All Funds
6.37%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.91%
New
44
Increased
107
Reduced
118
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AMH
Apollo Management Holdings
New York
+$116M
2
VBFP
Valtinson Bruner Financial Planning
Minnesota
+$29.3M
3
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
+$25.9M
4
Wells Fargo
Wells Fargo
California
+$19.5M
5
TWA
Tillar-Wenstrup Advisors
Ohio
+$16.8M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$72.6M
2
FI
FormulaFolio Investments
Michigan
-$48.5M
3
Verition Fund Management
Verition Fund Management
Connecticut
-$45.9M
4
Ameriprise
Ameriprise
Minnesota
-$43.2M
5
PAG
Pinnacle Advisory Group
Maryland
-$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$174M -$10.7M -347,377 -6%
AMH
2
Apollo Management Holdings
New York
$126M +$116M +3,775,000 +1,162%
APP
3
Avantax Planning Partners
Iowa
$106M +$6.44M +209,695 +6%
Morgan Stanley
4
Morgan Stanley
New York
$101M -$1.33M -43,467 -1%
UBS Group
5
UBS Group
Switzerland
$84.5M -$20.4M -663,182 -19%
Wells Fargo
6
Wells Fargo
California
$72.9M +$19.5M +634,411 +36%
Bank of America
7
Bank of America
North Carolina
$67.6M -$19.5M -633,661 -22%
AA
8
Alesco Advisors
New York
$67.4M +$2.84M +92,438 +4%
VA
9
Valmark Advisers
Ohio
$59.9M +$4.16M +135,563 +7%
Ameriprise
10
Ameriprise
Minnesota
$53.2M -$43.2M -1,418,105 -45%
KeyBank National Association
11
KeyBank National Association
Ohio
$52.2M +$4.73M +154,046 +10%
MA
12
MCF Advisors
Kentucky
$44.3M +$9.84M +320,472 +29%
BTS
13
BB&T Securities
Virginia
$33.9M -$314K -10,240 -0.9%
VBFP
14
Valtinson Bruner Financial Planning
Minnesota
$29.3M +$29.3M +953,600 New
FAAS
15
First Allied Advisory Services
California
$28.6M +$11.7M +382,430 +70%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$28.6M +$814K +26,530 +3%
PIM
17
Penobscot Investment Management
Massachusetts
$26.3M -$576K -18,776 -2%
EFSCE
18
Enterprise Financial Services Corp (EFSC)
Missouri
$25.9M +$25.9M +844,243 New
CM
19
Columbus Macro
Pennsylvania
$24.7M +$10.1M +328,342 +69%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$21.8M +$12.4M +404,398 +132%
CIA
21
Capital Investment Advisors
Georgia
$21.8M -$176K -5,718 -0.8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$21.3M -$15.8M -514,391 -43%
BlackRock
23
BlackRock
New York
$20.8M -$4.06M -132,346 -16%
RRWA
24
Rainey & Randall Wealth Advisors
Florida
$20.5M +$485K +15,783 +2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$20.2M +$4.74M +154,472 +31%
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