We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

286 hedge funds and large institutions have $1.61B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

15% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 93

7% more capital invested

Capital invested by funds: $1.5B → $1.61B (+$106M)

4% more funds holding

Funds holding: 274286 (+12)

0.75% more ownership

Funds ownership: 63.83%64.59% (+0.75%)

Holders
286
Holders Change
+12
Holders Change %
+4.38%
% of All Funds
4.98%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.47%
New
33
Increased
107
Reduced
93
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
276
Iron Horse Wealth Management
Iowa
$10K -$214 -7 -2%
AWM
277
AllSquare Wealth Management
New York
$10K
CFFP
278
Center for Financial Planning
Michigan
$9K
AF
279
Advisornet Financial
Minnesota
$8K
IF
280
Ironwood Financial
Arizona
$8K
WWMSC
281
Wagner Wealth Management (South Carolina)
South Carolina
$8K
GI
282
Gradient Investments
Minnesota
$3K
Bessemer Group
283
Bessemer Group
New Jersey
$3K +$3.37K +110 New
DAC
284
Dividend Assets Capital
South Carolina
$2K -$24K -782 -92%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$1K
CCM
286
Cribstone Capital Management
Maine
$1K
LFG
287
Larson Financial Group
Missouri
$1K
SMG
288
Smart Money Group
Texas
-$970K -31,668 Closed
LCAM
289
London & Capital Asset Management
United Kingdom
-$926K -30,210 Closed
Creative Planning
290
Creative Planning
Kansas
-$806K -26,317 Closed
FTUS
291
Flow Traders U.S.
New York
-$805K -26,268 Closed
PWM
292
Peterson Wealth Management
Nevada
-$457K -14,924 Closed
IFG
293
Investors Financial Group
Minnesota
-$273K -8,911 Closed
OMC
294
Old Mission Capital
Illinois
-$246K -8,024 Closed
GCA
295
Gradient Capital Advisors
California
-$237K -7,749 Closed
TA
296
TrueWealth Advisors
Alabama
-$215K -7,019 Closed
AWA
297
Arete Wealth Advisors
Illinois
-$213K -6,947 Closed
SPA
298
Sentinel Pension Advisors
Massachusetts
-$205K -6,666 Closed
MWC
299
MBM Wealth Consultants
Missouri
-$196K -6,400 Closed
VFA
300
Valeo Financial Advisors
Indiana
-$76K -2,494 Closed

FLRN Hedge Fund Activity: Q2 2021 in Review

286 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2021, worth a combined $1.61B — up 7.1% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FLRN positions and 20 closed out — a net gain of 13 holders — while 107 added to existing stakes and 93 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $21.8M. The largest seller was Citadel Advisors, cutting an estimated $14.1M.

  • 286 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2021, up from 274 in Q1 2021.
  • Funds reported $1.61B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2021, up 7.1% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2021 and 20 closed out, a net change of +13 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2021 was AssetMark Inc, an estimated $21.8M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2021 was Citadel Advisors, an estimated $14.1M sold.

Based on aggregated 13F filings for Q2 2021.