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SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

322 hedge funds and large institutions have $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
4.68%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
114
Reduced
117
Closed
29
Calls
$43K
Puts
$376K
Net Calls
-$333K
Net Calls Change
-$339K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$52.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$24.2M
3
WH
Whitcomb & Hess
Ohio
+$12.4M
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.29M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$8.68M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$17.3M
2
AIM
Astor Investment Management
Illinois
-$11.2M
3
CFG
Carr Financial Group
Massachusetts
-$7.84M
4
KBFS
Kohmann Bosshard Financial Services
Ohio
-$7.24M
5
NYLIM
New York Life Investment Management
New York
-$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
226
Chatham Capital Group
Georgia
$309K – – –
FW
227
FullCircle Wealth
Texas
$308K +$308K +9,992 New
LMKC
228
L.M. Kohn & Company
Ohio
$307K +$60.6K +1,963 +25%
IA
229
IFG Advisory
Georgia
$301K +$301K +9,743 New
HAS
230
HBW Advisory Services
California
$299K +$299K +9,706 New
MFG
231
Merit Financial Group
Georgia
$296K -$19.7K -639 -6%
NEPWA
232
New England Private Wealth Advisors
Massachusetts
$294K +$4.32K +140 +1%
IHWM
233
Iron Horse Wealth Management
Iowa
$290K -$4.91K -159 -2%
FCM
234
Fourpath Capital Management
Oklahoma
$285K -$194K -6,299 -41%
TI
235
TrueMark Investments
Illinois
$278K +$278K +9,016 New
CCG
236
Ceeto Capital Group
Florida
$278K – – –
JWCA
237
J.W. Cole Advisors
Florida
$277K +$17.3K +561 +7%
KOC
238
Koss-Olinger Consulting
Florida
$267K +$267K +8,648 New
PWM
239
Perigon Wealth Management
California
$264K -$9.97K -323 -4%
CPRC
240
Consolidated Portfolio Review Corp
New York
$257K – – –
NGA
241
Naples Global Advisors
Florida
$257K -$19.7K -640 -7%
MMA
242
Miracle Mile Advisors
California
$252K – – –
CAG
243
Curtis Advisory Group
California
$227K -$9.59K -311 -4%
CCM
244
Crabel Capital Management
California
$227K -$25.2K -816 -10%
GGS
245
Galvin Gaustad & Stein
Arizona
$224K – – –
SF
246
Summit Financial
New Jersey
$217K +$217K +7,020 New
RCM
247
Raleigh Capital Management
North Carolina
$216K -$160K -5,193 -43%
LAS
248
Lloyd Advisory Services
Georgia
$215K +$215K +6,984 New
P
249
&Partners
Tennessee
$214K +$214K +6,936 New
SAM
250
Secure Asset Management
Michigan
$213K +$213K +6,888 New
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