We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

282 hedge funds and large institutions have $1.55B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 79 increasing their positions, 117 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

8% more funds holding

Funds holding: 262282 (+20)

0.94% less ownership

Funds ownership: 66.94%66% (-0.94%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

7% less capital invested

Capital invested by funds: $1.68B → $1.55B (-$125M)

32% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 117

Holders
282
Holders Change
+20
Holders Change %
+7.63%
% of All Funds
4.99%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
46
Increased
79
Reduced
117
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$2K +$2.29K +75 New
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$1K
CCM
278
Cribstone Capital Management
Maine
$1K
LFG
279
Larson Financial Group
Missouri
$1K
FGAM
280
Financial Gravity Asset Management
Texas
$1K +$857 +28 New
SIAG
281
Safeguard Investment Advisory Group
California
$1K +$1.8K +59 New
MCM
282
Model Capital Management
Massachusetts
-$78.9M -2,580,461 Closed
SMM
283
Stadion Money Management
Georgia
-$12.6M -412,212 Closed
CAG
284
Csenge Advisory Group
Florida
-$4.79M -156,802 Closed
AMH
285
Apollo Management Holdings
New York
-$4.59M -150,000 Closed
FWIA
286
Fort Washington Investment Advisors
Ohio
-$3.06M -100,000 Closed
Renaissance Technologies
287
Renaissance Technologies
New York
-$2.18M -71,200 Closed
FNC
288
First National Corp
Massachusetts
-$4.27M -51,914 Closed
SSWM
289
Sheets Smith Wealth Management
North Carolina
-$741K -24,223 Closed
PAS
290
Park Avenue Securities
New York
-$592K -19,346 Closed
SPI
291
Santori & Peters Inc
Pennsylvania
-$457K -14,948 Closed
ACP
292
Aveo Capital Partners
Colorado
-$388K -12,688 Closed
W
293
WealthOne
New York
-$306K -10,000 Closed
CNC
294
Canandaigua National Corp
New York
-$265K -8,660 Closed
SWP
295
Strategic Wealth Partners
Ohio
-$241K -7,890 Closed
CW
296
CreativeOne Wealth
Kansas
-$205K -6,721 Closed
MWM
297
McNaughton Wealth Management
California
-$203K -6,654 Closed
FHA
298
Flagship Harbor Advisors
Massachusetts
-$76K -2,517 Closed
CB
299
CNB Bank
Pennsylvania
-$71K -2,331 Closed
TF
300
TimeScale Financial
Massachusetts
-$24K -800 Closed

FLRN Hedge Fund Activity: Q4 2020 in Review

282 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2020, worth a combined $1.55B — down 7.4% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FLRN positions and 22 closed out — a net gain of 24 holders — while 79 added to existing stakes and 117 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $27.4M. The largest seller was AssetMark Inc, cutting an estimated $101M.

  • 282 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2020, up from 262 in Q3 2020.
  • Funds reported $1.55B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2020, down 7.4% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2020 and 22 closed out, a net change of +24 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2020 was Citadel Advisors, an estimated $27.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2020 was AssetMark Inc, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2020.