State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
287 hedge funds and large institutions have $2.45B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 126 increasing their positions, 77 reducing their positions, and 29 closing their positions.
128% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 29
64% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 77
38% more funds holding in top 10
Funds holding in top 10: 32 → 44 (+12)
13% more funds holding
Funds holding: 253 → 287 (+34)
4% more capital invested
Capital invested by funds: $2.36B → $2.45B (+$87.1M)
1.12% less ownership
Funds ownership: 58.47% → 57.35% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$57.7M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
+$46.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$31.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$27.1M |
| 5 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
+$27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$84.8M |
| 2 |
Jane Street
New York
|
-$82.5M |
| 3 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$78.9M |
| 4 |
AssetMark Inc
Concord,
California
|
-$41.2M |
| 5 |
AA
Alesco Advisors
Pittsford,
New York
|
-$22.7M |
FLRN Hedge Fund Activity: Q4 2018 in Review
287 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2018, worth a combined $2.45B — up 3.7% from $2.36B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new FLRN positions and 29 closed out — a net gain of 37 holders — while 126 added to existing stakes and 77 trimmed.
The largest buyer was Ameriprise, adding an estimated $57.7M. The largest seller was Orgel Wealth Management, cutting an estimated $84.8M.
- 287 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2018, up from 253 in Q3 2018.
- Funds reported $2.45B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2018, up 3.7% quarter-over-quarter.
- 66 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2018 and 29 closed out, a net change of +37 holders.
- The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2018 was Ameriprise, an estimated $57.7M added.
- The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2018 was Orgel Wealth Management, an estimated $84.8M sold.
Based on aggregated 13F filings for Q4 2018.