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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

282 hedge funds and large institutions have $1.58B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 135 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-22
Holders Change %
-7.24%
% of All Funds
6.23%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.71%
New
34
Increased
84
Reduced
135
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$35.7M
2
AssetMark Inc
AssetMark Inc
California
+$33.7M
3
CFIA
Cantor Fitzgerald Investment Advisors
New York
+$11.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.05M
5
FNC
First National Corp
Massachusetts
+$7.26M

Top Sellers

1
MFG
Merit Financial Group
Georgia
-$76.7M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$45.1M
3
Morgan Stanley
Morgan Stanley
New York
-$44.3M
4
GLR
Great Lakes Retirement
Ohio
-$25.4M
5
AWS
AJ Wealth Strategies
New York
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
1
Avantax Planning Partners
Iowa
$116M +$5.52M +187,849 +5%
AssetMark Inc
2
AssetMark Inc
California
$81.5M +$33.7M +1,147,018 +71%
UBS Group
3
UBS Group
Switzerland
$75.7M -$8.8M -299,482 -10%
KeyBank National Association
4
KeyBank National Association
Ohio
$62.3M +$1.58M +53,734 +3%
Ameriprise
5
Ameriprise
Minnesota
$60.1M -$17.3M -586,584 -22%
VA
6
Valmark Advisers
Ohio
$56.1M -$682K -23,191 -1%
Morgan Stanley
7
Morgan Stanley
New York
$54.4M -$44.3M -1,505,858 -45%
Bank of America
8
Bank of America
North Carolina
$50.1M -$10.2M -348,399 -17%
MA
9
MCF Advisors
Kentucky
$45.8M -$4.82M -164,092 -10%
Wells Fargo
10
Wells Fargo
California
$45.5M -$6.3M -214,329 -12%
AA
11
Alesco Advisors
New York
$43.6M +$6.51M +221,363 +18%
Jane Street
12
Jane Street
New York
$35.9M +$35.7M +1,213,751 +16,496%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$26.6M +$8.05M +273,714 +43%
PIM
14
Penobscot Investment Management
Massachusetts
$24.7M -$2.48M -84,326 -9%
EFSCE
15
Enterprise Financial Services Corp (EFSC)
Missouri
$24.5M +$162K +5,510 +0.7%
CFIA
16
Cantor Fitzgerald Investment Advisors
New York
$23.4M +$11.4M +388,729 +95%
IA
17
IndexIQ Advisors
New York
$22.2M +$2.27M +77,125 +11%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$21.7M -$570K -19,387 -3%
CCA
19
Clearwater Capital Advisors
Illinois
$19.2M +$2.65M +90,066 +16%
TCM
20
Towercrest Capital Management
Pennsylvania
$18.8M -$101K -3,431 -0.5%
CFMC
21
Curbstone Financial Management Corp
New Hampshire
$18.7M +$1.36M +46,100 +8%
RJA
22
Raymond James & Associates
Florida
$18.4M -$5.89M -200,413 -24%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$18.4M -$3.04M -103,355 -14%
AWMG
24
Alliance Wealth Management Group
New Jersey
$15.9M -$2.86M -97,139 -15%
HAC
25
Harbor Advisory Corp
New Hampshire
$15.6M -$1.54M -52,265 -9%
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