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SPDR Bloomberg Investment Grade Floating Rate ETF

334 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 155 reducing their positions, and 47 closing their positions.

Holders
334
Holders Change
-13
Holders Change %
-3.75%
% of All Funds
5.35%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
41
Increased
92
Reduced
155
Closed
47
Calls
$97K
Puts
$280K
Net Calls
-$183K
Net Calls Change
-$183K
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$366M 12,021,297 +12,012,934 +143,644%
Ameriprise
2
Ameriprise
Minnesota
$315M 10,350,332 -161,914 -2%
Wells Fargo
3
Wells Fargo
California
$95.2M 3,130,050 -864,886 -22%
Morgan Stanley
4
Morgan Stanley
New York
$83.1M 2,729,726 -436,674 -14%
APP
5
Avantax Planning Partners
Iowa
$75.1M 2,467,130 -1,774,608 -42%
KeyBank National Association
6
KeyBank National Association
Ohio
$74.6M 2,450,630 -74,087 -3%
VA
7
Valmark Advisers
Ohio
$59.2M 1,945,444 +72,332 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$56.6M 1,860,811 -139,821 -7%
Bank of America
9
Bank of America
North Carolina
$55.1M 1,809,189 -407,105 -18%
UBS Group
10
UBS Group
Switzerland
$49M 1,611,887 -313,634 -16%
LPL Financial
11
LPL Financial
California
$44M 1,446,181 -550,026 -28%
CCA
12
Clearwater Capital Advisors
Illinois
$34.8M 1,142,595 +47,886 +4%
AIM
13
Astor Investment Management
Illinois
$33.7M 1,108,121 -401,985 -27%
TF
14
TIAA FSB
Florida
$32.6M 1,070,853 +250,237 +30%
Osaic Holdings
15
Osaic Holdings
Arizona
$30.6M 1,006,135 -280,709 -22%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$30.2M 993,295 +16,456 +2%
MWA
17
MFA Wealth Advisors
Pennsylvania
$30.2M 991,222 +18,995 +2%
CAN
18
Cetera Advisor Networks
California
$25.7M 844,922 +242,919 +40%
TCM
19
Towercrest Capital Management
Pennsylvania
$25.1M 823,282 +117,088 +17%
AWM
20
AE Wealth Management
Kansas
$20.7M 681,839 -256,160 -27%
AWMG
21
Alliance Wealth Management Group
New Jersey
$20.4M 670,241 +98,048 +17%
HighTower Advisors
22
HighTower Advisors
Illinois
$19M 625,295 -82,672 -12%
AA
23
Alesco Advisors
New York
$17M 558,350 -19,228 -3%
CMA
24
Cedar Mountain Advisors
Oregon
$17M 557,330 +1,334 +0.2%
CFMC
25
Curbstone Financial Management Corp
New Hampshire
$14.9M 488,564 -19,450 -4%