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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

278 hedge funds and large institutions have $2.35B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 127 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
-18
Holders Change %
-6.08%
% of All Funds
6.11%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.77%
New
22
Increased
127
Reduced
99
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$45.2M
2
Ameriprise
Ameriprise
Minnesota
+$42.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$25.1M
4
RJA
Raymond James & Associates
Florida
+$12.2M
5
RA
RFG Advisory
Alabama
+$8.22M

Top Sellers

1
Jane Street
Jane Street
New York
-$49.1M
2
AA
Alesco Advisors
New York
-$25.4M
3
BTS
BB&T Securities
Virginia
-$24.6M
4
BlackRock
BlackRock
New York
-$20.7M
5
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$198M +$12.2M +396,148 +7%
AMH
2
Apollo Management Holdings
New York
$152M +$6.92M +225,000 +5%
Ameriprise
3
Ameriprise
Minnesota
$120M +$42.2M +1,367,320 +54%
APP
4
Avantax Planning Partners
Iowa
$113M +$1.84M +59,790 +2%
Morgan Stanley
5
Morgan Stanley
New York
$99M -$1.05M -34,119 -1%
UBS Group
6
UBS Group
Switzerland
$85M +$780K +25,352 +0.9%
MFG
7
Merit Financial Group
Georgia
$80.1M +$4.23M +137,569 +6%
KeyBank National Association
8
KeyBank National Association
Ohio
$62.7M +$782K +25,413 +1%
Wells Fargo
9
Wells Fargo
California
$60.1M -$840K -27,308 -1%
VA
10
Valmark Advisers
Ohio
$59.5M -$573K -18,629 -1%
Bank of America
11
Bank of America
North Carolina
$59M -$1.37M -44,481 -2%
AssetMark Inc
12
AssetMark Inc
California
$56.8M +$2.75M +89,447 +5%
MA
13
MCF Advisors
Kentucky
$49M +$2.12M +68,814 +5%
MERSOM
14
Municipal Employees' Retirement System of Michigan
Michigan
$45.2M +$45.2M +1,468,189 New
AA
15
Alesco Advisors
New York
$41.2M -$25.4M -825,865 -38%
IA
16
IndexIQ Advisors
New York
$30.3M -$3.15M -102,553 -9%
Citadel Advisors
17
Citadel Advisors
Florida
$27.8M +$25.1M +814,991 +908%
PIM
18
Penobscot Investment Management
Massachusetts
$26.6M +$922K +29,964 +4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$26.2M -$2.71M -88,035 -9%
EFSCE
20
Enterprise Financial Services Corp (EFSC)
Missouri
$24.9M -$974K -31,680 -4%
WCM
21
Windham Capital Management
Massachusetts
$24.6M -$735K -23,898 -3%
CIA
22
Capital Investment Advisors
Georgia
$20.2M -$2.31M -74,967 -10%
SFS
23
Strategic Financial Services
New York
$20M +$2.89M +94,105 +17%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$19.6M +$994K +32,317 +5%
TCM
25
Towercrest Capital Management
Pennsylvania
$18.8M +$1.16M +37,731 +7%
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