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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

339 hedge funds and large institutions have $2.05B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 126 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 25

41% more funds holding in top 10

Funds holding in top 10: 27 → 38 (+11)

27% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 99

25% more capital invested

Capital invested by funds: $1.63B → $2.05B (+$414M)

13% more funds holding

Funds holding: 301 → 339 (+38)

2.51% more ownership

Funds ownership: 67.47% → 69.98% (+2.5%)

Holders
339
Holders Change
+38
Holders Change %
+12.62%
% of All Funds
5.35%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.6%
New
68
Increased
126
Reduced
99
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DCM
Davidson Capital Management
Texas
+$64.7M
2
Wells Fargo
Wells Fargo
California
+$50.2M
3
Ameriprise
Ameriprise
Minnesota
+$47.4M
4
MWA
MFA Wealth Advisors
Pennsylvania
+$29.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.7M

Top Sellers

Rank Fund Capital Flow
1
UIA
UBP Investment Advisors
Switzerland
-$18.3M
2
RWM
Refined Wealth Management
Utah
-$13.3M
3
COF
Capital One Financial
Virginia
-$9.99M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$9.24M
5
CL
COWA LLC
Oklahoma
-$6.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
276
Ameritas Investment Partners
Nebraska
$206K +$4.16K +136 +2%
RJT
277
Raymond James Trust
Florida
$203K -$31.7K -1,037 -13%
HWM
278
Howard Wealth Management
Connecticut
$203K +$204K +6,665 New
CWA
279
Capital Wealth Alliance
Arizona
$201K +$202K +6,621 New
BW
280
Bison Wealth
Georgia
$185K +$177K +5,784 +2,066%
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$184K -$2.17K -71 -1%
MCC
282
Money Concepts Capital
Florida
$183K +$183K +5,988 New
JWA
283
JFS Wealth Advisors
Pennsylvania
$182K -$1.22K -40 -0.7%
GI
284
GS Investments
Minnesota
$181K -$76.4K -2,500 -30%
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$174K +$174K +5,700 New
CAGAS
286
Capital Advisory Group Advisory Services
Minnesota
$136K +$136K +4,461 New
GRP
287
Global Retirement Partners
California
$104K +$183 +6 +0.2%
HNWAG
288
High Net Worth Advisory Group
Florida
$100K – – –
WAM
289
Worth Asset Management
Texas
$100K +$101K +3,300 New
CTC
290
Central Trust Company
Missouri
$91K +$91.7K +3,000 New
BFEC
291
Benjamin F. Edwards & Company
Missouri
$86K -$99.3K -3,250 -54%
COCM
292
Charter Oak Capital Management
New Hampshire
$82K – – –
CFGS
293
Concourse Financial Group Securities
Alabama
$76K -$1.41M -46,141 -95%
FFWM
294
Future Financial Wealth Management
Ohio
$73K – – –
ARMC
295
American Research & Management Company
Massachusetts
$70K +$70.3K +2,300 New
LWANC
296
Laurel Wealth Advisors (North Carolina)
North Carolina
$69K +$31 +1 +0%
CHA
297
Carmichael Hill & Associates
Maryland
$61K – – –
HPC
298
HM Payson & Co
Maine
$61K +$61.1K +2,000 New
BHWM
299
Bay Harbor Wealth Management
Maryland
$60K +$60.1K +1,967 New
FNBOSM
300
First National Bank of South Miami
Florida
$57K -$458 -15 -0.8%
10 11
12
13 14

FLRN Hedge Fund Activity: Q1 2022 in Review

339 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q1 2022, worth a combined $2.05B — up 25% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new FLRN positions and 25 closed out — a net gain of 43 holders — while 126 added to existing stakes and 99 trimmed.

The largest buyer was Davidson Capital Management, opening a new position worth an estimated $64.7M. The largest seller was UBP Investment Advisors, cutting an estimated $18.3M.

  • 339 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q1 2022, up from 301 in Q4 2021.
  • Funds reported $2.05B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q1 2022, up 25% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q1 2022 and 25 closed out, a net change of +43 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q1 2022 was Davidson Capital Management, an estimated $64.7M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q1 2022 was UBP Investment Advisors, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2022.