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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

262 hedge funds and large institutions have $1.68B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.07% more ownership

Funds ownership: 61.87%66.94% (+5.1%)

2% more capital invested

Capital invested by funds: $1.64B → $1.68B (+$36.4M)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

1% less funds holding

Funds holding: 265262 (-3)

21% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 111

Holders
262
Holders Change
-3
Holders Change %
-1.13%
% of All Funds
5.29%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
23
Increased
88
Reduced
111
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
251
Center for Financial Planning
Michigan
$9K
LGWM
252
Litman Gregory Wealth Management
California
$9K
Fidelity Investments
253
Fidelity Investments
Massachusetts
$9K +$8.89K +291 +29,100%
IF
254
Ironwood Financial
Arizona
$8K
CMBA
255
C.M. Bidwell & Associates
Hawaii
$7K
BlackRock
256
BlackRock
New York
$6K +$5.35K +175 +1,750%
Koshinski Asset Management
257
Koshinski Asset Management
Illinois
$3.81K +$29.7K +971 +0.8%
GI
258
Gradient Investments
Minnesota
$3K
JFA
259
JNBA Financial Advisors
Minnesota
$2K
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$1K
CCM
261
Cribstone Capital Management
Maine
$1K
LFG
262
Larson Financial Group
Missouri
$1K +$703 +23 New
MHS
263
M Holdings Securities
Oregon
-$2.94M -96,310 Closed
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
-$1.73M -56,730 Closed
CRWM
265
Castle Rock Wealth Management
California
-$1.34M -43,891 Closed
WCG
266
Weaver Consulting Group
California
-$1.13M -36,962 Closed
FCIM
267
Fairview Capital Investment Management
California
-$1.02M -33,340 Closed
V
268
Veritable
Delaware
-$646K -21,200 Closed
JIP
269
Jaffetilchin Investment Partners
Florida
-$515K -16,908 Closed
OMC
270
Old Mission Capital
Illinois
-$477K -15,648 Closed
IDA
271
Intelligence Driven Advisers
California
-$388K -12,721 Closed
FPCM
272
Financial Partners Capital Management
New York
-$366K -12,000 Closed
CA
273
Capital Advantage
California
-$224K -7,360 Closed
CCFCSB
274
Cape Cod Five Cents Savings Bank
Massachusetts
-$222K -7,283 Closed
IF
275
IRON Financial
Illinois
-$207K -6,793 Closed

FLRN Hedge Fund Activity: Q3 2020 in Review

262 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q3 2020, worth a combined $1.68B — up 2.2% from $1.64B a quarter earlier.

Fund positioning in FLRN was balanced in Q3 2020: 23 funds opened new positions, 23 closed out, 88 added to existing stakes and 111 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $16.4M. The largest seller was Citadel Advisors, cutting an estimated $42.2M.

  • 262 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q3 2020, down from 265 in Q2 2020.
  • Funds reported $1.68B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q3 2020, up 2.2% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q3 2020 and 23 closed out, a net change of 0 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q3 2020 was AssetMark Inc, an estimated $16.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q3 2020 was Citadel Advisors, an estimated $42.2M sold.

Based on aggregated 13F filings for Q3 2020.