FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

338 hedge funds and large institutions have $2.05B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 126 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+38
Holders Change %
+12.67%
% of All Funds
5.35%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.6%
New
68
Increased
126
Reduced
98
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DCM
Davidson Capital Management
Texas
+$64.5M
2
Wells Fargo
Wells Fargo
California
+$50.1M
3
Ameriprise
Ameriprise
Minnesota
+$47.3M
4
MWA
MFA Wealth Advisors
Pennsylvania
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.6M

Top Sellers

1
UIA
UBP Investment Advisors
Switzerland
-$271M
2
RWM
Refined Wealth Management
Utah
-$13.3M
3
COF
Capital One Financial
Virginia
-$9.97M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$9.22M
5
CL
COWA LLC
Oklahoma
-$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
251
J.W. Cole Advisors
Florida
$327K -$2.26K -74 -0.7%
Deutsche Bank
252
Deutsche Bank
Germany
$325K – – –
PFA
253
Pinnacle Family Advisors
Missouri
$316K +$316K +10,378 New
CF
254
Centaurus Financial
California
$313K +$87.6K +2,869 +39%
WB
255
WesBanco Bank
West Virginia
$298K – – –
BWAM
256
Boyd Watterson Asset Management
Ohio
$293K -$77.4K -2,535 -21%
HDIM
257
Hanson & Doremus Investment Management
Vermont
$280K +$280K +9,175 New
WF
258
Welch & Forbes
Massachusetts
$274K – – –
SSWM
259
Sheets Smith Wealth Management
North Carolina
$262K -$18.3K -600 -7%
MIM
260
MTM Investment Management
South Carolina
$257K +$257K +8,417 New
FTUS
261
Flow Traders U.S.
New York
$253K +$253K +8,305 New
WIA
262
World Investment Advisors
California
$251K – – –
MMA
263
Miracle Mile Advisors
California
$249K -$125K -4,079 -33%
FWM
264
Foresight Wealth Management
Utah
$249K -$1.83K -60 -0.7%
CFAM
265
Center For Asset Management
Florida
$243K +$243K +7,955 New
HFM
266
Hartford Financial Management
Connecticut
$237K -$8.5K -279 -3%
RIM
267
Rockbridge Investment Management
New York
$237K -$31 -1 -0%
APWA
268
Atlas Private Wealth Advisors
New Jersey
$232K -$22.5K -740 -9%
MSFS
269
Main Street Financial Solutions
Pennsylvania
$225K – – –
SB
270
Strategic Blueprint
Georgia
$224K – – –
Koshinski Asset Management
271
Koshinski Asset Management
Illinois
$220K -$3.96K -130 -2%
PWMG
272
Prestige Wealth Management Group
New Jersey
$216K – – –
LAS
273
Lloyd Advisory Services
Georgia
$214K +$214K +7,029 New
RG
274
Retirement Group
California
$211K -$47.9K -1,575 -19%
AIP
275
Ameritas Investment Partners
Nebraska
$206K +$4.14K +136 +2%
9 10
11
12 13