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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

296 hedge funds and large institutions have $2.41B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 131 increasing their positions, 102 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

28% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 102

6% more capital invested

Capital invested by funds: $2.27B → $2.41B (+$141M)

3.69% more ownership

Funds ownership: 55.23%58.92% (+3.7%)

1% more funds holding

Funds holding: 294296 (+2)

14% less funds holding in top 10

Funds holding in top 10: 4236 (-6)

Holders
296
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
6.43%
Holding in Top 10
36
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.29%
% of All Funds
0.78%
New
33
Increased
131
Reduced
102
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
251
Elmwood Wealth Management
California
$99K -$24.5K -800 -20%
IWC
252
Integrated Wealth Concepts
Massachusetts
$99K +$380K +12,398 New
SBL
253
Sargent Bickham Lagudis
Colorado
$91K -$117K -3,812 -56%
ARMC
254
American Research & Management Company
Massachusetts
$80K
MWP
255
MYCIO Wealth Partners
Pennsylvania
$80K +$79.8K +2,600 New
OIA
256
OneDigital Investment Advisors
Kansas
$75K +$39.8K +1,298 +112%
TF
257
TimeScale Financial
Massachusetts
$69K +$69K +2,250 New
TCM
258
TD Capital Management
Tennessee
$66K -$17.7K -578 -21%
AOWM
259
Alpha Omega Wealth Management
Virginia
$62K
AIP
260
Ameritas Investment Partners
Nebraska
$54K +$23.5K +767 +77%
RWA
261
Redhawk Wealth Advisors
Minnesota
$48K +$47.9K +1,560 New
HGWM
262
Harvest Group Wealth Management
Massachusetts
$47K +$47.4K +1,544 New
CAL
263
Capital Analysts LLC
Pennsylvania
$41K +$19.5K +637 +94%
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$40K +$39.9K +1,300 New
SFA
265
Semmax Financial Advisors
North Carolina
$39K -$145K -4,733 -79%
AIM
266
Advantage Investment Management
Iowa
$39K
Deutsche Bank
267
Deutsche Bank
Germany
$32K -$273K -8,881 -89%
AA
268
AlphaMark Advisors
Kentucky
$31K
GSC
269
G&S Capital
Colorado
$31K
GEA
270
Glen Eagle Advisors
New Jersey
$26.1K
HNB
271
Huntington National Bank
Ohio
$18K
TM
272
Titan Managers
Arizona
$15K -$6.14M -200,184 -100%
GSWM
273
Golden State Wealth Management
California
$15K
DAC
274
Dividend Assets Capital
South Carolina
$15K +$14.8K +482 New
CAC
275
Certified Advisory Corp
Florida
$14K +$92 +3 +0.7%

FLRN Hedge Fund Activity: Q2 2019 in Review

296 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2019, worth a combined $2.41B — up 6.2% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FLRN positions and 24 closed out — a net gain of 9 holders — while 131 added to existing stakes and 102 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $71.6M. The largest seller was Rainey & Randall Wealth Advisors, exiting entirely with an estimated $20.5M sold.

  • 296 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2019, up from 294 in Q1 2019.
  • Funds reported $2.41B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2019, up 6.2% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2019 and 24 closed out, a net change of +9 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2019 was Merit Financial Group, an estimated $71.6M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2019 was Rainey & Randall Wealth Advisors, an estimated $20.5M sold.

Based on aggregated 13F filings for Q2 2019.