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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

347 hedge funds and large institutions have $2.6B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 109 increasing their positions, 147 reducing their positions, and 34 closing their positions.

Holders
347
Holders Change
+10
Holders Change %
+2.97%
% of All Funds
5.6%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.58%
New
51
Increased
109
Reduced
147
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
1
Tradewinds Capital Management
Washington
$47.7M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$25.6M
3
LPL Financial
3
LPL Financial
California
$60.7M
4
OIA
4
OneDigital Investment Advisors
Kansas
$12.3M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$12.1M

Top Sellers

1
DCM
1
Davidson Capital Management
Texas
$0
2
Wells Fargo
2
Wells Fargo
California
$121M
3
TF
3
TIAA FSB
Florida
$24.9M
4
APW
4
Aurora Private Wealth
New Jersey
$0
5
RA
5
RFG Advisory
Alabama
$1.96M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$386M 12,705 -351 -3%
Ameriprise
2
Ameriprise
Minnesota
$319M 10,512,246 -326,193 -3%
APP
3
Avantax Planning Partners
Iowa
$129M 4,241,738 -132,254 -3%
Wells Fargo
4
Wells Fargo
California
$121M 3,994,936 -1,192,402 -23%
Morgan Stanley
5
Morgan Stanley
New York
$96.2M 3,166,400 +112,510 +4%
KeyBank National Association
6
KeyBank National Association
Ohio
$76.7M 2,524,717 -263,109 -9%
Bank of America
7
Bank of America
North Carolina
$67.4M 2,216,294 +308,707 +16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$60.8M 2,000,632 +121,012 +6%
LPL Financial
9
LPL Financial
California
$60.7M 1,996,207 +470,318 +31%
UBS Group
10
UBS Group
Switzerland
$58.5M 1,925,521 +74,408 +4%
VA
11
Valmark Advisers
Ohio
$56.9M 1,873,112 -307,390 -14%
TCM
12
Tradewinds Capital Management
Washington
$47.7M 1,568,207 +889,123 +131%
AIM
13
Astor Investment Management
Illinois
$45.9M 1,510,106 -144,281 -9%
Osaic Holdings
14
Osaic Holdings
Arizona
$39.1M 1,286,844 +139,990 +12%
CCA
15
Clearwater Capital Advisors
Illinois
$33.3M 1,094,709 -5,973 -0.5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$29.7M 976,839 -2,057 -0.2%
MWA
17
MFA Wealth Advisors
Pennsylvania
$29.5M 972,227 -49,905 -5%
AWM
18
AE Wealth Management
Kansas
$28.5M 937,999 -23,609 -2%
Renaissance Technologies
19
Renaissance Technologies
New York
$25.6M 841,800 +704,786 +514%
TF
20
TIAA FSB
Florida
$24.9M 820,616 -836,398 -50%
HighTower Advisors
21
HighTower Advisors
Illinois
$21.5M 707,967 +200,975 +40%
TCM
22
Towercrest Capital Management
Pennsylvania
$21.5M 706,194 +17,642 +3%
CAN
23
Cetera Advisor Networks
California
$18.3M 602,003 +361,741 +151%
AA
24
Alesco Advisors
New York
$17.6M 577,578 -279,245 -33%
AWMG
25
Alliance Wealth Management Group
New Jersey
$17.4M 572,193 +12,744 +2%
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