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SPDR Bloomberg Investment Grade Floating Rate ETF

273 hedge funds and large institutions have $1.5B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-8
Holders Change %
-2.85%
% of All Funds
4.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
24
Increased
99
Reduced
104
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APP
1
Avantax Planning Partners
Iowa
$137M +$9.7M +316,678 +8%
AA
2
Alesco Advisors
New York
$89.7M +$8.74M +285,248 +11%
Ameriprise
3
Ameriprise
Minnesota
$89.5M +$4.31M +140,611 +5%
Morgan Stanley
4
Morgan Stanley
New York
$81.7M +$12.4M +405,207 +18%
KeyBank National Association
5
KeyBank National Association
Ohio
$62.4M +$1.71M +55,863 +3%
VA
6
Valmark Advisers
Ohio
$62.1M +$1.9M +61,905 +3%
UBS Group
7
UBS Group
Switzerland
$45.4M -$743K -24,244 -2%
Bank of America
8
Bank of America
North Carolina
$44.6M -$339K -11,055 -0.8%
MA
9
MCF Advisors
Kentucky
$38.3M -$15.2M -495,122 -28%
State Street
10
State Street
Massachusetts
$33.2M +$5.75M +187,791 +21%
CCA
11
Clearwater Capital Advisors
Illinois
$27.5M -$5.66M -184,748 -17%
LPL Financial
12
LPL Financial
California
$25.6M +$15.8M +515,561 +161%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$24.5M +$2.81M +91,667 +13%
ECML
14
Eagle Capital Management (Louisiana)
Louisiana
$22.6M -$104K -3,409 -0.5%
Wells Fargo
15
Wells Fargo
California
$20.1M -$21.6M -704,989 -52%
COF
16
Capital One Financial
Virginia
$20M +$97.7K +3,190 +0.5%
WMG
17
WESCAP Management Group
California
$19.5M +$2.28M +74,324 +13%
TCM
18
Towercrest Capital Management
Pennsylvania
$19.5M -$291K -9,501 -1%
Citadel Advisors
19
Citadel Advisors
Florida
$19.2M -$9.99M -326,044 -34%
RA
20
RFG Advisory
Alabama
$19.2M +$7.86M +256,690 +70%
CFMC
21
Curbstone Financial Management Corp
New Hampshire
$18.8M -$1.79M -58,550 -9%
UIA
22
UBP Investment Advisors
Switzerland
$17.9M +$361K +11,793 +2%
AP
23
Appleton Partners
Massachusetts
$15.5M -$98.4K -3,211 -0.6%
AWMG
24
Alliance Wealth Management Group
New Jersey
$15.5M -$145K -4,730 -0.9%
CFIA
25
Cantor Fitzgerald Investment Advisors
New York
$14.7M +$37.7K +1,234 +0.3%