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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

301 hedge funds and large institutions have $1.63B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 24

7% more funds holding

Funds holding: 281301 (+20)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

1.91% more ownership

Funds ownership: 65.56%67.47% (+1.9%)

2% more capital invested

Capital invested by funds: $1.6B → $1.63B (+$29.3M)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

Holders
301
Holders Change
+20
Holders Change %
+7.12%
% of All Funds
4.63%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.42%
New
50
Increased
105
Reduced
105
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
276
Glen Eagle Advisors
New Jersey
$22.5K
Citigroup
277
Citigroup
New York
$22K -$10.8K -352 -33%
HWM
278
HighMark Wealth Management
Minnesota
$19K +$2.69K +88 +16%
HCP
279
Hexagon Capital Partners
Arkansas
$17K
NFG
280
Next Financial Group
Texas
$17K
RBC
281
Roble Belko & Company
Pennsylvania
$13K -$6.64K -217 -33%
RFWA
282
RPg Family Wealth Advisory
Massachusetts
$11.3K
BW
283
Bison Wealth
Georgia
$9K -$6.12K -200 -42%
CFFP
284
Center for Financial Planning
Michigan
$9K
National Bank of Canada
285
National Bank of Canada
Quebec, Canada
$9K +$9.43K +308 New
FGAM
286
Financial Gravity Asset Management
Texas
$8.69K +$8.79K +287 +1,248%
WWMSC
287
Wagner Wealth Management (South Carolina)
South Carolina
$8K
AWM
288
AllSquare Wealth Management
New York
$6K -$2.6K -85 -30%
C
289
Covestor
United Kingdom
$6K +$6.18K +202 New
EFSCE
290
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$1.35K -44 -20%
Fidelity Investments
291
Fidelity Investments
Massachusetts
$4K -$5.6K -183 -58%
VFA
292
Values First Advisors
Tennessee
$4K +$3.52K +115 New
GI
293
Gradient Investments
Minnesota
$3K
HNB
294
Huntington National Bank
Ohio
$3K
GWMI
295
Guardian Wealth Management (Illinois)
Illinois
$3K +$3.06K +100 New
CFCI
296
Comprehensive Financial Consultants Institutional
Indiana
$3K +$3.37K +110 New
FFC
297
Fure Financial Corporation
Minnesota
$2K +$2.02K +66 New
LFG
298
Larson Financial Group
Missouri
$1K
HFS
299
Hantz Financial Services
Michigan
$1K +$520 +17 New
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$1K +$888 +29 New

FLRN Hedge Fund Activity: Q4 2021 in Review

301 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2021, worth a combined $1.63B — up 1.8% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new FLRN positions and 24 closed out — a net gain of 26 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was Terril Brothers, adding an estimated $24.1M. The largest seller was Alesco Advisors, cutting an estimated $68.9M.

  • 301 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2021, up from 281 in Q3 2021.
  • Funds reported $1.63B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2021, up 1.8% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2021 and 24 closed out, a net change of +26 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2021 was Terril Brothers, an estimated $24.1M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2021 was Alesco Advisors, an estimated $68.9M sold.

Based on aggregated 13F filings for Q4 2021.