SPDR Bloomberg Investment Grade Floating Rate ETFFLRN
FLRN
0
Funds holding %
of 7,334 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
46% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 90
13% more call options, than puts
Call options by funds: $740K | Put options by funds: $656K
11% more capital invested
Capital invested by funds: $1.55B [Q4 2024] → $1.71B (+$168M) [Q1 2025]
0% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 31
2.32% less ownership
Funds ownership: 63.6% [Q4 2024] → 61.28% (-2.32%) [Q1 2025]
3% less funds holding
Funds holding: 326 [Q4 2024] → 317 (-9) [Q1 2025]
4% less funds holding in top 10
Funds holding in top 10: 24 [Q4 2024] → 23 (-1) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for FLRN.
Financial journalist opinion
Neutral
Seeking Alpha
4 days ago
Bonds Rally On Weak Payrolls Data
The bond market looks increasingly focused on slowing economic growth vs. tariff inflation.
Negative
Seeking Alpha
1 month ago
FLRN: Caution Warranted (Rating Downgrade)
FLRN underperformed peers during the April 2025 sell-off and offers a yield only marginally above Fed Funds, limiting its upside. The ETF's heavy exposure to financials increases risk, especially in a recession or if spreads widen, despite its high credit quality. Alternatives like NEAR and SHY provide better risk-reward, especially as rate cuts loom and FLRN's yield premium narrows.
Negative
Seeking Alpha
2 months ago
Most U.S. Treasury Prices Slide Since 'Liberation Day'
In recent days, a new headwind is weighing on fixed income securities: a US government budget bill, which is expected to significantly raise an already hefty federal deficit in the years ahead. Long-term Treasuries are the biggest losers post-Liberation Day, based on a set of ETFs through yesterday's close (May 21).
Negative
Seeking Alpha
10 months ago
FLRN: What Is Next For This Floating Rate Fund (Rating Downgrade)
The thesis argues that FLRN, a floating rate ETF, is likely to underperform in a falling interest rate environment. The thesis highlights the strong historical performance of FLRN, the anticipated Fed rate cuts, and the potential negative impact of falling rates on FLRN's floating rate exposure. While some market participants are pricing a 50 bps September 2024 Fed cut, our base case predicts only 25 bps, with cuts at each Fed meeting after.
Positive
Seeking Alpha
1 year ago
FLRN: Simple Investment-Grade Floating Rate ETF, Good 5.9% Yield
FLRN invests in floating rate investment-grade bonds, resulting in a stable share price and low volatility. The fund currently offers a 5.9% dividend yield, making it a buy for short-term or risk-averse investors. FLRN's performance track-record is reasonably good, with prospective long-term returns in the 2.5% - 4.0% range depending on Fed policy.
Positive
Seeking Alpha
1 year ago
FLRN: Floating Rate Investment Grade Bonds, 6.06% Yield
SPD Bloomberg Investment Grade Floating Rate ETF is a fixed-income ETF that holds floating rate investment grade bonds. The ETF offers a spread pick-up over treasuries with a 6.06% 30-day SEC yield. FLRN has exhibited a steady performance and a low duration, providing a total return of nearly 6% in 2023 with a modest -2.5% drawdown.
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