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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

326 hedge funds and large institutions have $1.78B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 137 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

4% more funds holding

Funds holding: 314326 (+12)

3.05% more ownership

Funds ownership: 71.3%74.35% (+3.1%)

4% more capital invested

Capital invested by funds: $1.7B → $1.78B (+$74.3M)

3% less call options, than puts

Call options by funds: $982K | Put options by funds: $1.01M

28% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 137

Holders
326
Holders Change
+12
Holders Change %
+3.82%
% of All Funds
4.75%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
44
Increased
99
Reduced
137
Closed
31
Calls
$982K
Puts
$1.01M
Net Calls
-$27K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
PBM
226
Propel Bio Management
California
$283K +$284K +9,267 New
CCG
227
Ceeto Capital Group
Florida
$275K +$276K +9,000 New
NGA
228
Naples Global Advisors
Florida
$274K -$12.2K -400 -4%
SPC
229
Sigma Planning Corp
Michigan
$274K -$943K -30,802 -77%
KFP
230
KMG Fiduciary Partners
Ohio
$268K
BRWA
231
B. Riley Wealth Advisors
Florida
$264K +$264K +8,629 New
CPRC
232
Consolidated Portfolio Review Corp
New York
$260K +$261K +8,514 New
GGS
233
Galvin Gaustad & Stein
Arizona
$255K -$185K -6,035 -42%
PTC
234
Private Trust Company
Ohio
$255K -$15.9K -520 -6%
LMKC
235
L.M. Kohn & Company
Ohio
$254K -$5.24K -171 -2%
MMA
236
Miracle Mile Advisors
California
$249K
EFG
237
Ethos Financial Group
Pennsylvania
$245K +$245K +8,015 New
CAG
238
Curtis Advisory Group
California
$234K
AWM
239
Able Wealth Management
New Jersey
$234K +$234K +7,654 New
PWM
240
Perigon Wealth Management
California
$230K +$231K +7,532 New
AWA
241
Arete Wealth Advisors
Illinois
$229K +$229K +7,471 New
WIA
242
World Investment Advisors
California
$227K
Betterment LLC
243
Betterment LLC
New York
$227K +$17.9K +586 +9%
FIM
244
Freedom Investment Management
Connecticut
$221K -$261K -8,540 -54%
LCM
245
Lunt Capital Management
Utah
$221K -$62.9K -2,056 -22%
PWMG
246
Prestige Wealth Management Group
New Jersey
$217K
DLHL
247
Donald L. Hagan LLC
Florida
$214K -$72.6K -2,372 -25%
EH
248
Equitable Holdings
New York
$209K -$2.54K -83 -1%
CPL
249
CAP Partners LLC
Tennessee
$206K +$206K +6,722 New
BPA
250
Beacon Pointe Advisors
California
$205K -$115K -3,767 -36%

FLRN Hedge Fund Activity: Q4 2023 in Review

326 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2023, worth a combined $1.78B — up 4.4% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FLRN positions and 31 closed out — a net gain of 13 holders — while 99 added to existing stakes and 137 trimmed.

The largest buyer was Jane Street, adding an estimated $41.1M. The largest seller was Ocean Park Asset Management, cutting an estimated $13.1M.

  • 326 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2023, up from 314 in Q3 2023.
  • Funds reported $1.78B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2023, up 4.4% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2023 and 31 closed out, a net change of +13 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2023 was Jane Street, an estimated $41.1M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2023 was Ocean Park Asset Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2023.