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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

261 hedge funds and large institutions have $1.67B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
5.28%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
23
Increased
88
Reduced
110
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$16.4M
2
IA
IndexIQ Advisors
New York
+$14.5M
3
SMM
Stadion Money Management
Georgia
+$12.6M
4
State Street
State Street
Massachusetts
+$11.8M
5
WCM
Windham Capital Management
Massachusetts
+$11.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$42.2M
2
Jane Street
Jane Street
New York
-$32.7M
3
UBS Group
UBS Group
Switzerland
-$19M
4
Ameriprise
Ameriprise
Minnesota
-$11.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
1
Avantax Planning Partners
Iowa
$125M +$5.13M +167,653 +4%
AssetMark Inc
2
AssetMark Inc
California
$104M +$16.4M +537,760 +19%
Ameriprise
3
Ameriprise
Minnesota
$87.2M -$11.1M -364,127 -11%
MCM
4
Model Capital Management
Massachusetts
$78.9M +$78.9M +2,580,461 New
AA
5
Alesco Advisors
New York
$76.8M +$5.61M +183,537 +8%
Morgan Stanley
6
Morgan Stanley
New York
$61.3M +$5.61M +183,313 +10%
KeyBank National Association
7
KeyBank National Association
Ohio
$58.9M -$1.28M -41,698 -2%
VA
8
Valmark Advisers
Ohio
$58.2M +$1.03M +33,710 +2%
Wells Fargo
9
Wells Fargo
California
$57.2M -$356K -11,651 -0.6%
Bank of America
10
Bank of America
North Carolina
$53.3M +$1.82M +59,617 +4%
MA
11
MCF Advisors
Kentucky
$49.5M -$6.92M -226,370 -12%
UBS Group
12
UBS Group
Switzerland
$48.1M -$19M -619,778 -28%
CCA
13
Clearwater Capital Advisors
Illinois
$27.2M +$991K +32,399 +4%
COF
14
Capital One Financial
Virginia
$25.2M +$10.1M +331,410 +67%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$22.9M +$809K +26,441 +4%
ECML
16
Eagle Capital Management (Louisiana)
Louisiana
$22.7M +$7.84M +256,421 +53%
CFMC
17
Curbstone Financial Management Corp
New Hampshire
$20.6M +$561K +18,350 +3%
IA
18
IndexIQ Advisors
New York
$19.9M +$14.5M +472,893 +265%
AIM
19
Astor Investment Management
Illinois
$19.4M -$2.71M -88,768 -12%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$18.6M +$95.8K +3,132 +0.5%
TCM
21
Towercrest Capital Management
Pennsylvania
$18.4M +$2.73M +89,347 +17%
State Street
22
State Street
Massachusetts
$17.2M +$11.8M +386,539 +218%
CFIA
23
Cantor Fitzgerald Investment Advisors
New York
$17.2M -$42.5K -1,396 -0.2%
WMG
24
WESCAP Management Group
California
$17M +$2.23M +72,938 +15%
HAC
25
Harbor Advisory Corp
New Hampshire
$15.9M +$700K +22,875 +5%
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