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SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

334 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-13
Holders Change %
-3.75%
% of All Funds
5.35%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
41
Increased
92
Reduced
155
Closed
47
Calls
$97K
Puts
$280K
Net Calls
-$183K
Net Calls Change
-$183K

Top Buyers

1
Jane Street
Jane Street
New York
$366M
2
VWA
V Wealth Advisors
Kansas
$8.81M
3
TF
TIAA FSB
Florida
$32.6M
4
CAN
Cetera Advisor Networks
California
$25.7M
5
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$3.9M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$75.1M
2
TCM
Tradewinds Capital Management
Washington
$1.93M
3
Wells Fargo
Wells Fargo
California
$95.2M
4
LPL Financial
LPL Financial
California
$44M
5
Renaissance Technologies
Renaissance Technologies
New York
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPA
251
High Probability Advisors
New York
$280K +$79.6K +2,616 +40%
WF
252
Welch & Forbes
Massachusetts
$274K – – –
DK
253
David Kennon
Florida
$272K +$272K +8,927 New
NEPWA
254
New England Private Wealth Advisors
Massachusetts
$269K +$2.4K +79 +0.9%
PTC
255
Private Trust Company
Ohio
$262K +$122K +4,021 +88%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$261K -$102K -3,350 -28%
IWM
257
IHT Wealth Management
Illinois
$258K +$258K +8,468 New
CWM
258
Cabot Wealth Management
Massachusetts
$253K -$113K -3,704 -31%
FFN
259
Focus Financial Network
Minnesota
$234K +$234K +7,696 New
CAG
260
Curtis Advisory Group
California
$233K – – –
WIA
261
World Investment Advisors
California
$226K – – –
PWMG
262
Prestige Wealth Management Group
New Jersey
$216K – – –
MG
263
Mather Group
Illinois
$213K -$83.3K -2,738 -28%
Janney Montgomery Scott
264
Janney Montgomery Scott
Pennsylvania
$213K -$128K -4,217 -38%
MIG
265
McGuire Investment Group
Rhode Island
$206K -$487K -16,009 -70%
WAM
266
Warberg Asset Management
Illinois
$206K -$25.1K -825 -11%
CWA
267
Clearview Wealth Advisors
Oregon
$202K – – –
CF
268
Centaurus Financial
California
$190K -$142K -4,658 -43%
AAS
269
Ameritas Advisory Services
Nebraska
$184K -$132K -4,334 -42%
HDIM
270
Hanson & Doremus Investment Management
Vermont
$183K -$102K -3,357 -36%
CIAS
271
Capital Investment Advisory Services
North Carolina
$174K -$243 -8 -0.1%
JWA
272
JFS Wealth Advisors
Pennsylvania
$169K +$852 +28 +0.5%
National Bank of Canada
273
National Bank of Canada
Quebec, Canada
$157K +$50.3K +1,657 +47%
Deutsche Bank
274
Deutsche Bank
Germany
$148K – – –
IA
275
IFP Advisors
Florida
$144K -$227K -7,379 -61%
9 10
11
12 13