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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

301 hedge funds and large institutions have $1.63B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 24

7% more funds holding

Funds holding: 281301 (+20)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

1.91% more ownership

Funds ownership: 65.56%67.47% (+1.9%)

2% more capital invested

Capital invested by funds: $1.6B → $1.63B (+$29.3M)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

Holders
301
Holders Change
+20
Holders Change %
+7.12%
% of All Funds
4.63%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.42%
New
50
Increased
105
Reduced
105
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APWA
226
Atlas Private Wealth Advisors
New Jersey
$256K -$23.3K -760 -8%
SPC
227
Sigma Planning Corp
Michigan
$254K -$10.6K -345 -4%
CAN
228
Cetera Advisor Networks
California
$252K -$626K -20,443 -71%
FWM
229
Foresight Wealth Management
Utah
$252K -$22K -717 -8%
WIA
230
World Investment Advisors
California
$252K
HFM
231
Hartford Financial Management
Connecticut
$246K +$1.62K +53 +0.7%
EWA
232
EP Wealth Advisors
California
$243K -$746K -24,375 -75%
RIM
233
Rockbridge Investment Management
New York
$238K +$31 +1 +0%
RJT
234
Raymond James Trust
Florida
$235K -$17.2K -563 -7%
SCA
235
Snowden Capital Advisors
New York
$230K +$230K +7,519 New
MFG
236
Merit Financial Group
Georgia
$228K -$74.3K -2,428 -25%
CF
237
Centaurus Financial
California
$226K -$57.4K -1,875 -20%
MSFS
238
Main Street Financial Solutions
Pennsylvania
$225K
SB
239
Strategic Blueprint
Georgia
$225K +$225K +7,345 New
Koshinski Asset Management
240
Koshinski Asset Management
Illinois
$225K -$146K -4,760 -39%
GWM
241
Geneos Wealth Management
Colorado
$219K +$17.7K +577 +9%
PWMG
242
Prestige Wealth Management Group
New Jersey
$217K
WA
243
Wambolt & Associates
Colorado
$204K
AIP
244
Ameritas Investment Partners
Nebraska
$202K +$31 +1 +0%
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$187K
BFEC
246
Benjamin F. Edwards & Company
Missouri
$186K -$1.53K -50 -0.8%
JWA
247
JFS Wealth Advisors
Pennsylvania
$184K
CIAS
248
Capital Investment Advisory Services
North Carolina
$181K +$12.7K +415 +8%
NSB
249
Norway Savings Bank
Maine
$164K -$19.1K -623 -10%
GRP
250
Global Retirement Partners
California
$104K +$122 +4 +0.1%

FLRN Hedge Fund Activity: Q4 2021 in Review

301 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2021, worth a combined $1.63B — up 1.8% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new FLRN positions and 24 closed out — a net gain of 26 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was Terril Brothers, adding an estimated $24.1M. The largest seller was Alesco Advisors, cutting an estimated $68.9M.

  • 301 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2021, up from 281 in Q3 2021.
  • Funds reported $1.63B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2021, up 1.8% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2021 and 24 closed out, a net change of +26 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2021 was Terril Brothers, an estimated $24.1M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2021 was Alesco Advisors, an estimated $68.9M sold.

Based on aggregated 13F filings for Q4 2021.