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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

350 hedge funds and large institutions have $2.33B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 121 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

14% more capital invested

Capital invested by funds: $2.05B → $2.33B (+$281M)

11% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 121

3% more funds holding

Funds holding: 339350 (+11)

2.58% more ownership

Funds ownership: 69.98%72.55% (+2.6%)

Holders
350
Holders Change
+11
Holders Change %
+3.24%
% of All Funds
5.9%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.77%
New
44
Increased
134
Reduced
121
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$468K -$2.31K -76 -0.5%
KFP
227
KMG Fiduciary Partners
Ohio
$461K +$213 +7 +0%
CT
228
Caldwell Trust
Florida
$459K -$1.27M -41,623 -73%
HFS
229
Horizon Financial Services
North Carolina
$457K +$48.4K +1,593 +12%
CT
230
Coastline Trust
Rhode Island
$431K -$203K -6,675 -32%
CF
231
Centaurus Financial
California
$429K +$121K +3,992 +39%
LA
232
Latitude Advisors
Florida
$419K -$1.63M -53,780 -68%
1WM
233
1900 Wealth Management
Texas
$400K -$1.65M -54,326 -80%
CPSAC
234
Chas P. Smith & Associates (CPS)
Florida
$391K +$395K +13,002 New
EWA
235
Evolution Wealth Advisors
Florida
$386K
IA
236
IFP Advisors
Florida
$382K
OWA
237
Octavia Wealth Advisors
Ohio
$381K
EIA
238
Eldridge Investment Advisors
New Hampshire
$379K -$31.2K -1,027 -8%
William Blair & Company
239
William Blair & Company
Illinois
$377K +$52.7K +1,734 +16%
TA
240
TruWealth Advisors
Louisiana
$376K +$45.9K +1,510 +14%
HDIM
241
Hanson & Doremus Investment Management
Vermont
$376K +$101K +3,315 +36%
MA
242
Mutual Advisors
Nebraska
$364K -$2.28K -75 -0.6%
CFAM
243
Center For Asset Management
Florida
$363K +$124K +4,089 +51%
FWM
244
Foresight Wealth Management
Utah
$362K +$117K +3,844 +47%
OCM
245
Orion Capital Management
California
$361K -$559K -18,385 -61%
SWM
246
Silverlake Wealth Management
Vermont
$360K -$2.01K -66 -0.5%
SPC
247
Sigma Planning Corp
Michigan
$352K -$23.2K -762 -6%
Wealthfront Advisers
248
Wealthfront Advisers
California
$343K +$346K +11,392 New
FA
249
Flagstar Advisors
New York
$341K +$608 +20 +0.2%
IWC
250
Integrated Wealth Concepts
Massachusetts
$339K -$50.4K -1,657 -13%

FLRN Hedge Fund Activity: Q2 2022 in Review

350 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2022, worth a combined $2.33B — up 14% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FLRN positions and 27 closed out — a net gain of 17 holders — while 134 added to existing stakes and 121 trimmed.

The largest buyer was Ameriprise, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $33.8M.

  • 350 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2022, up from 339 in Q1 2022.
  • Funds reported $2.33B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2022, up 14% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2022 and 27 closed out, a net change of +17 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2022 was Ameriprise, an estimated $189M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2022 was Morgan Stanley, an estimated $33.8M sold.

Based on aggregated 13F filings for Q2 2022.