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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

282 hedge funds and large institutions have $1.55B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 79 increasing their positions, 117 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

8% more funds holding

Funds holding: 262282 (+20)

0.94% less ownership

Funds ownership: 66.94%66% (-0.94%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

7% less capital invested

Capital invested by funds: $1.68B → $1.55B (-$125M)

32% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 117

Holders
282
Holders Change
+20
Holders Change %
+7.63%
% of All Funds
4.99%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
46
Increased
79
Reduced
117
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
251
Perigon Wealth Management
California
$36K +$36.3K +1,188 New
DI
252
Disciplined Investments
Oklahoma
$34K -$245 -8 -0.7%
PGAM
253
Princeton Global Asset Management
New Jersey
$33K
EP
254
Eudaimonia Partners
Tennessee
$31K -$5.35K -175 -15%
CTC
255
Central Trust Company
Missouri
$31K
SFA
256
Semmax Financial Advisors
North Carolina
$29K
DAC
257
Dividend Assets Capital
South Carolina
$26K -$14.7K -482 -36%
IAIM
258
International Assets Investment Management
Florida
$25K +$24.5K +802 New
GEA
259
Glen Eagle Advisors
New Jersey
$22.5K -$612 -20 -3%
IHWM
260
Iron Horse Wealth Management
Iowa
$19K +$19.1K +624 New
HCP
261
Hexagon Capital Partners
Arkansas
$16K
BW
262
Bison Wealth
Georgia
$15K
M
263
MOTCO
Texas
$14K +$14.4K +472 New
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$13K
HS
265
Horan Securities
United States
$12K +$11.7K +383 New
RFWA
266
RPg Family Wealth Advisory
Massachusetts
$11.3K
AWM
267
AllSquare Wealth Management
New York
$10K
CFFP
268
Center for Financial Planning
Michigan
$9K
LGWM
269
Litman Gregory Wealth Management
California
$9K
IF
270
Ironwood Financial
Arizona
$8K
AF
271
Advisornet Financial
Minnesota
$7K -$905K -29,575 -99%
CMBA
272
C.M. Bidwell & Associates
Hawaii
$7K
ACA
273
Aptus Capital Advisors
Alabama
$3K -$82.7K -2,704 -96%
GI
274
Gradient Investments
Minnesota
$3K
JFA
275
JNBA Financial Advisors
Minnesota
$2K

FLRN Hedge Fund Activity: Q4 2020 in Review

282 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2020, worth a combined $1.55B — down 7.4% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FLRN positions and 22 closed out — a net gain of 24 holders — while 79 added to existing stakes and 117 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $27.4M. The largest seller was AssetMark Inc, cutting an estimated $101M.

  • 282 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2020, up from 262 in Q3 2020.
  • Funds reported $1.55B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2020, down 7.4% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2020 and 22 closed out, a net change of +24 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2020 was Citadel Advisors, an estimated $27.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2020 was AssetMark Inc, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2020.