We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

282 hedge funds and large institutions have $1.55B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 79 increasing their positions, 117 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

8% more funds holding

Funds holding: 262282 (+20)

0.94% less ownership

Funds ownership: 66.94%66% (-0.94%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

7% less capital invested

Capital invested by funds: $1.68B → $1.55B (-$125M)

32% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 117

Holders
282
Holders Change
+20
Holders Change %
+7.63%
% of All Funds
4.99%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
46
Increased
79
Reduced
117
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
226
Benjamin F. Edwards & Company
Missouri
$193K -$17.1K -560 -8%
NFG
227
Next Financial Group
Texas
$168K -$769K -25,128 -82%
CIAS
228
Capital Investment Advisory Services
North Carolina
$168K +$91.8K +3,000 +120%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$159K -$118K -3,864 -43%
PA
230
Parallel Advisors
California
$136K +$11K +360 +9%
GRP
231
Global Retirement Partners
California
$134K -$32.8K -1,072 -20%
FCH
232
Freestone Capital Holdings
Washington
$127K +$127K +4,167 New
CAAS
233
Capital Asset Advisory Services
Michigan
$105K -$2.91K -95 -3%
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$94K +$75.6K +2,472 +409%
AA
235
AlphaCentric Advisors
Puerto Rico
$80K +$1.5K +49 +2%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$78K
PCA
237
Providence Capital Advisors
North Carolina
$74K +$73.8K +2,411 New
EFSCE
238
Enterprise Financial Services Corp (EFSC)
Missouri
$71K
ARMC
239
American Research & Management Company
Massachusetts
$70K +$70.4K +2,300 New
MCC
240
Money Concepts Capital
Florida
$65K +$65.4K +2,138 New
Citigroup
241
Citigroup
New York
$63K
CHA
242
Carmichael Hill & Associates
Maryland
$58K -$24.9K -815 -30%
VFA
243
Valeo Financial Advisors
Indiana
$53K -$50.3K -1,643 -49%
COCM
244
Charter Oak Capital Management
New Hampshire
$49K +$49.1K +1,604 New
SIM
245
Sonora Investment Management
Arizona
$48K +$47.5K +1,553 New
GFPC
246
Global Financial Private Client
Florida
$43.9K -$53K -1,733 -55%
MHR
247
Matthew Hamilton Rosenberg
$40K +$39.8K +1,300 New
AIC
248
Archer Investment Corporation
Indiana
$39K
Fidelity Investments
249
Fidelity Investments
Massachusetts
$39K +$30.4K +995 +341%
FCM
250
Firestone Capital Management
Florida
$38K

FLRN Hedge Fund Activity: Q4 2020 in Review

282 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2020, worth a combined $1.55B — down 7.4% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FLRN positions and 22 closed out — a net gain of 24 holders — while 79 added to existing stakes and 117 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $27.4M. The largest seller was AssetMark Inc, cutting an estimated $101M.

  • 282 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2020, up from 262 in Q3 2020.
  • Funds reported $1.55B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2020, down 7.4% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2020 and 22 closed out, a net change of +24 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2020 was Citadel Advisors, an estimated $27.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2020 was AssetMark Inc, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2020.