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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

325 hedge funds and large institutions have $1.7B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

7% more capital invested

Capital invested by funds: $1.59B → $1.7B (+$116M)

2% more funds holding

Funds holding: 319325 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

0.41% less ownership

Funds ownership: 69.15%68.73% (-0.41%)

2% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 118

89% less call options, than puts

Call options by funds: $43K | Put options by funds: $376K

Holders
325
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
4.69%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
39
Increased
116
Reduced
118
Closed
29
Calls
$43K
Puts
$376K
Net Calls
-$333K
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Change in
Stake
P
251
&Partners
Tennessee
$214K +$213K +6,936 New
SAM
252
Secure Asset Management
Michigan
$213K +$212K +6,888 New
MA
253
Montag & Associates
Georgia
$210K -$5.02K -163 -2%
BPA
254
Beacon Pointe Advisors
California
$207K -$96.9K -3,149 -32%
CIAS
255
Capital Investment Advisory Services
North Carolina
$182K +$5.63K +183 +3%
AA
256
Addison Advisors
Vermont
$151K -$3.69K -120 -2%
PWMG
257
Prestige Wealth Management Group
New Jersey
$148K
William Blair & Company
258
William Blair & Company
Illinois
$144K +$1.54K +50 +1%
CT
259
Caldwell Trust
Florida
$141K -$30.8K -1,000 -18%
JWA
260
JFS Wealth Advisors
Pennsylvania
$113K +$1.57K +51 +1%
ACA
261
Aptus Capital Advisors
Alabama
$101K -$21.3K -692 -18%
JHCP
262
Jackson Hole Capital Partners
Oklahoma
$101K
LWANC
263
Laurel Wealth Advisors (North Carolina)
North Carolina
$100K
AA
264
AlphaCentric Advisors
Puerto Rico
$98.3K -$862 -28 -0.9%
LWM
265
Liberty Wealth Management
California
$96K +$2.96M +96,003 New
UCB
266
United Community Bank
South Carolina
$93.5K +$1.35K +44 +1%
MG
267
Mather Group
Illinois
$88.8K
SWM
268
Spire Wealth Management
Virginia
$83.4K -$3.79K -123 -4%
BWP
269
Baldwin Wealth Partners
Massachusetts
$83.3K
CAM
270
Creekmur Asset Management
Illinois
$78.9K
National Bank of Canada
271
National Bank of Canada
Quebec, Canada
$73.6K -$32.3K -1,049 -31%
IA
272
IFP Advisors
Florida
$70.2K +$339 +11 +0.5%
Deutsche Bank
273
Deutsche Bank
Germany
$68.2K
BFEC
274
Benjamin F. Edwards & Company
Missouri
$67K +$47.1K +1,529 +237%
CA
275
CoreCap Advisors
Michigan
$66.3K +$1.6K +52 +2%

FLRN Hedge Fund Activity: Q2 2024 in Review

325 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2024, worth a combined $1.7B — up 7.3% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FLRN positions and 29 closed out — a net gain of 10 holders — while 116 added to existing stakes and 118 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $52.8M. The largest seller was Wells Fargo, cutting an estimated $17.2M.

  • 325 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2024, up from 319 in Q1 2024.
  • Funds reported $1.7B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2024 and 29 closed out, a net change of +10 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $52.8M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2024 was Wells Fargo, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2024.