We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

350 hedge funds and large institutions have $2.33B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 121 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

14% more capital invested

Capital invested by funds: $2.05B → $2.33B (+$281M)

11% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 121

3% more funds holding

Funds holding: 339350 (+11)

2.58% more ownership

Funds ownership: 69.98%72.55% (+2.6%)

Holders
350
Holders Change
+11
Holders Change %
+3.24%
% of All Funds
5.9%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.77%
New
44
Increased
134
Reduced
121
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
276
Laidlaw Wealth Management
New York
$209K +$211K +6,947 New
RJT
277
Raymond James Trust
Florida
$200K
CWA
278
Clearview Wealth Advisors
Oregon
$200K +$202K +6,645 New
AIP
279
Ameritas Investment Partners
Nebraska
$199K -$4.53K -149 -2%
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$184K +$2.58K +85 +1%
JWA
281
JFS Wealth Advisors
Pennsylvania
$179K -$456 -15 -0.3%
NMG
282
New Millennium Group
Utah
$177K -$238K -7,842 -57%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$172K
GI
284
GS Investments
Minnesota
$170K -$9.88K -325 -5%
CAGAS
285
Capital Advisory Group Advisory Services
Minnesota
$123K -$13.1K -432 -10%
RG
286
Retirement Group
California
$110K -$99.8K -3,282 -47%
HPC
287
HM Payson & Co
Maine
$110K +$50.5K +1,663 +83%
PA
288
Parallel Advisors
California
$109K +$57.6K +1,895 +109%
GRP
289
Global Retirement Partners
California
$103K +$61 +2 +0.1%
HNWAG
290
High Net Worth Advisory Group
Florida
$99K
UCB
291
United Community Bank
South Carolina
$91.1K +$91.9K +3,025 New
RIM
292
Rockbridge Investment Management
New York
$91.1K -$144K -4,743 -61%
COCM
293
Charter Oak Capital Management
New Hampshire
$81K
BFEC
294
Benjamin F. Edwards & Company
Missouri
$73K -$12.2K -400 -14%
ARMC
295
American Research & Management Company
Massachusetts
$69K
LWANC
296
Laurel Wealth Advisors (North Carolina)
North Carolina
$68K +$122 +4 +0.2%
BHWM
297
Bay Harbor Wealth Management
Maryland
$63K +$3.86K +127 +6%
BCMLT
298
Beacon Capital Management LLC (Tennessee)
Tennessee
$57K
FMP
299
Financial Management Professionals
Texas
$55K +$56K +1,842 New
PFGIA
300
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$14.2K +467 +36%

FLRN Hedge Fund Activity: Q2 2022 in Review

350 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2022, worth a combined $2.33B — up 14% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FLRN positions and 27 closed out — a net gain of 17 holders — while 134 added to existing stakes and 121 trimmed.

The largest buyer was Ameriprise, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $33.8M.

  • 350 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2022, up from 339 in Q1 2022.
  • Funds reported $2.33B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2022, up 14% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2022 and 27 closed out, a net change of +17 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2022 was Ameriprise, an estimated $189M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2022 was Morgan Stanley, an estimated $33.8M sold.

Based on aggregated 13F filings for Q2 2022.