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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

281 hedge funds and large institutions have $1.55B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 79 increasing their positions, 116 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+20
Holders Change %
+7.66%
% of All Funds
4.99%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
46
Increased
79
Reduced
116
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$27.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.6M
3
State Street
State Street
Massachusetts
+$10.2M
4
Morgan Stanley
Morgan Stanley
New York
+$7.78M
5
UIA
UBP Investment Advisors
Switzerland
+$7.38M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$101M
2
MCM
Model Capital Management
Massachusetts
-$78.9M
3
Wells Fargo
Wells Fargo
California
-$15.6M
4
SMM
Stadion Money Management
Georgia
-$12.6M
5
MWC
MBM Wealth Consultants
Missouri
-$9.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
1
Avantax Planning Partners
Iowa
$127M +$2.04M +66,637 +2%
Ameriprise
2
Ameriprise
Minnesota
$85M -$2.23M -73,082 -3%
AA
3
Alesco Advisors
New York
$80.8M +$3.98M +130,169 +5%
Morgan Stanley
4
Morgan Stanley
New York
$69.1M +$7.78M +254,487 +13%
KeyBank National Association
5
KeyBank National Association
Ohio
$60.6M +$1.64M +53,528 +3%
VA
6
Valmark Advisers
Ohio
$60.1M +$1.83M +59,964 +3%
MA
7
MCF Advisors
Kentucky
$53.3M +$3.83M +125,249 +8%
UBS Group
8
UBS Group
Switzerland
$46.1M -$2.1M -68,695 -4%
Bank of America
9
Bank of America
North Carolina
$44.9M -$8.38M -274,078 -16%
Wells Fargo
10
Wells Fargo
California
$41.6M -$15.6M -510,671 -27%
CCA
11
Clearwater Capital Advisors
Illinois
$33.1M +$5.82M +190,109 +21%
Citadel Advisors
12
Citadel Advisors
Florida
$29.2M +$27.4M +895,506 +1,554%
State Street
13
State Street
Massachusetts
$27.4M +$10.2M +333,443 +59%
IA
14
IndexIQ Advisors
New York
$22.7M +$2.81M +91,875 +14%
ECML
15
Eagle Capital Management (Louisiana)
Louisiana
$22.7M -$9.82K -321 -0%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$22.5M +$12.6M +412,280 +128%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$21.6M -$1.28M -41,894 -6%
CFMC
18
Curbstone Financial Management Corp
New Hampshire
$20.5M -$74.9K -2,450 -0.4%
COF
19
Capital One Financial
Virginia
$19.9M -$5.27M -172,194 -21%
TCM
20
Towercrest Capital Management
Pennsylvania
$19.7M +$1.34M +43,912 +7%
AIM
21
Astor Investment Management
Illinois
$18M -$1.36M -44,610 -7%
UIA
22
UBP Investment Advisors
Switzerland
$17.5M +$7.38M +241,154 +73%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$17.3M -$1.3M -42,413 -7%
WMG
24
WESCAP Management Group
California
$17.2M +$221K +7,217 +1%
HAC
25
Harbor Advisory Corp
New Hampshire
$15.6M -$249K -8,125 -2%
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