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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

304 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+26
Holders Change %
+9.35%
% of All Funds
6%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.65%
New
68
Increased
107
Reduced
101
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
AJ Wealth Strategies
New York
+$22M
2
UCI
Uncommon Cents Investing
Wisconsin
+$18.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$14.6M
4
Truist Financial
Truist Financial
North Carolina
+$12.4M
5
RWA
Redhawk Wealth Advisors
Minnesota
+$7.07M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$172M
2
AMH
Apollo Management Holdings
New York
-$147M
3
Ameriprise
Ameriprise
Minnesota
-$39.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$27.8M
5
TWA
Tillar-Wenstrup Advisors
Ohio
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
1
Avantax Planning Partners
Iowa
$116M +$3.13M +102,008 +3%
Morgan Stanley
2
Morgan Stanley
New York
$103M +$4.2M +136,652 +4%
UBS Group
3
UBS Group
Switzerland
$88.4M +$3.5M +113,927 +4%
MFG
4
Merit Financial Group
Georgia
$85.5M +$5.54M +180,157 +7%
Ameriprise
5
Ameriprise
Minnesota
$80.7M -$39.1M -1,273,543 -33%
KeyBank National Association
6
KeyBank National Association
Ohio
$63.5M +$839K +27,293 +1%
Bank of America
7
Bank of America
North Carolina
$63M +$4.12M +134,164 +7%
VA
8
Valmark Advisers
Ohio
$59.3M -$92.3K -3,003 -0.2%
Wells Fargo
9
Wells Fargo
California
$54.1M -$5.93M -192,905 -10%
MA
10
MCF Advisors
Kentucky
$52.9M +$3.99M +129,999 +8%
AssetMark Inc
11
AssetMark Inc
California
$49.9M -$6.78M -220,609 -12%
MERSOM
12
Municipal Employees' Retirement System of Michigan
Michigan
$45.1M – – –
AA
13
Alesco Advisors
New York
$38.8M -$2.34M -76,121 -6%
PIM
14
Penobscot Investment Management
Massachusetts
$28.4M +$1.91M +62,140 +7%
GLR
15
Great Lakes Retirement
Ohio
$27M +$27M +878,436 New
EFSCE
16
Enterprise Financial Services Corp (EFSC)
Missouri
$25.5M +$626K +20,360 +3%
RJA
17
Raymond James & Associates
Florida
$25.4M -$172M -5,602,863 -87%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$23.3M +$3.69M +120,153 +19%
SFS
19
Strategic Financial Services
New York
$22.8M +$2.85M +92,659 +14%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$22.4M -$3.76M -122,273 -14%
AWS
21
AJ Wealth Strategies
New York
$22M +$22M +717,253 New
IA
22
IndexIQ Advisors
New York
$20.9M -$9.4M -305,902 -31%
CIA
23
Capital Investment Advisors
Georgia
$20M -$179K -5,835 -0.9%
TCM
24
Towercrest Capital Management
Pennsylvania
$19.7M +$903K +29,384 +5%
AWMG
25
Alliance Wealth Management Group
New Jersey
$19.6M +$902K +29,359 +5%
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