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SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

313 hedge funds and large institutions have $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.99%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
32
Increased
105
Reduced
126
Closed
36
Calls
$845K
Puts
$842K
Net Calls
+$3K
Net Calls Change
-$86K

Top Buyers

1
DF
Donoghue Forlines
Massachusetts
+$21M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$20.1M
3
OPAM
Ocean Park Asset Management
California
+$15.3M
4
FAG
Fortitude Advisory Group
Washington
+$14.9M
5
SMM
Stadion Money Management
Georgia
+$12.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$89.3M
2
APP
Avantax Planning Partners
Iowa
-$68.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
4
VWA
V Wealth Advisors
Kansas
-$9.15M
5
AA
Addison Advisors
Vermont
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
251
Hollencrest Capital Management
California
$128K – – –
CF
252
Centaurus Financial
California
$123K +$123K +3,995 New
National Bank of Canada
253
National Bank of Canada
Quebec, Canada
$105K – – –
LWANC
254
Laurel Wealth Advisors (North Carolina)
North Carolina
$99.7K – – –
ACA
255
Aptus Capital Advisors
Alabama
$97.8K +$93.1K +3,031 +1,968%
RG
256
Retirement Group
California
$92.7K -$4.06K -132 -4%
UCB
257
United Community Bank
South Carolina
$89.6K -$7.31K -238 -8%
HFM
258
Hartford Financial Management
Connecticut
$88.4K – – –
IA
259
IFP Advisors
Florida
$88.1K -$77.8K -2,531 -47%
AA
260
AlphaCentric Advisors
Puerto Rico
$85K +$829 +27 +1%
BWP
261
Baldwin Wealth Partners
Massachusetts
$82.9K – – –
DWA
262
Delos Wealth Advisors
Texas
$77.2K – – –
US Bancorp
263
US Bancorp
Minnesota
$71.9K -$248K -8,059 -77%
Deutsche Bank
264
Deutsche Bank
Germany
$67.9K – – –
BWAM
265
Boyd Watterson Asset Management
Ohio
$60K -$40.1K -1,305 -40%
HWP
266
Hibernia Wealth Partners
Louisiana
$56K +$56K +1,823 New
SS
267
Sunbelt Securities
Texas
$55.5K – – –
AIP
268
Ameritas Investment Partners
Nebraska
$53.9K +$338 +11 +0.6%
ME
269
McIlrath & Eck
Washington
$53.3K -$38.2K -1,242 -42%
NFSG
270
Newbridge Financial Services Group
Florida
$49.2K – – –
GFPC
271
Global Financial Private Client
Florida
$43.9K – – –
NMG
272
New Millennium Group
Utah
$43.8K -$39.5K -1,284 -47%
BFEC
273
Benjamin F. Edwards & Company
Missouri
$41K -$1.55K -50 -4%
MHR
274
Matthew Hamilton Rosenberg
$39.9K – – –
SL
275
Salomon & Ludwin
Virginia
$34.4K +$34.4K +1,121 New
9 10
11
12 13