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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

253 hedge funds and large institutions have $2.36B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 15

163% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 48

19% more capital invested

Capital invested by funds: $1.98B → $2.36B (+$385M)

17% more funds holding

Funds holding: 217253 (+36)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.24% more ownership

Funds ownership: 58.23%58.47% (+0.24%)

Holders
253
Holders Change
+36
Holders Change %
+16.59%
% of All Funds
5.78%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.73%
New
52
Increased
126
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
226
JNBA Financial Advisors
Minnesota
$58K +$57K +1,855 +5,300%
AOWM
227
Alpha Omega Wealth Management
Virginia
$58K +$58.1K +1,890 New
FHA
228
Flagship Harbor Advisors
Massachusetts
$55K +$55K +1,790 New
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$54K +$38.7K +1,257 +251%
CI
230
CX Institutional
Indiana
$53K +$53.3K +1,734 New
CAGAS
231
Capital Advisory Group Advisory Services
Minnesota
$46K +$46.1K +1,500 New
AA
232
AlphaMark Advisors
Kentucky
$43K
AIP
233
Ameritas Investment Partners
Nebraska
$30K
AWMS
234
Advocacy Wealth Management Services
Georgia
$29K
HI
235
Hudock Inc
Pennsylvania
$22K
CAL
236
Capital Analysts LLC
Pennsylvania
$15K +$15.3K +496 New
GEA
237
Glen Eagle Advisors
New Jersey
$13.9K
AWM
238
AllSquare Wealth Management
New York
$13K
Fidelity Investments
239
Fidelity Investments
Massachusetts
$13K +$13.3K +433 New
PG
240
Patten Group
Tennessee
$12K
ASN
241
Advisory Services Network
Georgia
$12K +$11.5K +374 New
RFWA
242
RPg Family Wealth Advisory
Massachusetts
$11.4K
WCM
243
Whitener Capital Management
North Carolina
$10K +$10.9K +354 New
IF
244
Ironwood Financial
Arizona
$8K
WC
245
Whitney & Co
New York
$8K
BFEC
246
Benjamin F. Edwards & Company
Missouri
$7K +$7.44K +242 New
CHP
247
Cable Hill Partners
Oregon
$5K -$6.64K -216 -58%
MIFH
248
Migdal Insurance & Financial Holdings
Israel
$5K
MWM
249
MinichMacGregor Wealth Management
New York
$2K +$2.12K +69 New
ADL
250
Asset Dedication LLC
California
$2K +$2.37K +77 New

FLRN Hedge Fund Activity: Q3 2018 in Review

253 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q3 2018, worth a combined $2.36B — up 19% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FLRN positions and 15 closed out — a net gain of 37 holders — while 126 added to existing stakes and 48 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $83.8M. The largest seller was Orgel Wealth Management, cutting an estimated $130M.

  • 253 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q3 2018, up from 217 in Q2 2018.
  • Funds reported $2.36B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q3 2018, up 19% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q3 2018 and 15 closed out, a net change of +37 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q3 2018 was Jane Street, an estimated $83.8M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q3 2018 was Orgel Wealth Management, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2018.