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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

326 hedge funds and large institutions have $1.78B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 137 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

4% more funds holding

Funds holding: 314326 (+12)

3.05% more ownership

Funds ownership: 71.3%74.35% (+3.1%)

4% more capital invested

Capital invested by funds: $1.7B → $1.78B (+$74.3M)

3% less call options, than puts

Call options by funds: $982K | Put options by funds: $1.01M

28% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 137

Holders
326
Holders Change
+12
Holders Change %
+3.82%
% of All Funds
4.75%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
44
Increased
99
Reduced
137
Closed
31
Calls
$982K
Puts
$1.01M
Net Calls
-$27K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
276
Wetzel Investment Advisors
Indiana
$55K +$54.7K +1,786 New
AIP
277
Ameritas Investment Partners
Nebraska
$54.1K +$459 +15 +0.9%
ME
278
McIlrath & Eck
Washington
$53.1K +$31 +1 +0.1%
GFPC
279
Global Financial Private Client
Florida
$43.9K
NMG
280
New Millennium Group
Utah
$41.7K -$1.9K -62 -4%
CAL
281
Capital Analysts LLC
Pennsylvania
$40K +$39.8K +1,300 New
MHR
282
Matthew Hamilton Rosenberg
$39.8K
SL
283
Salomon & Ludwin
Virginia
$34.4K
CFGS
284
Concourse Financial Group Securities
Alabama
$32K
BFEC
285
Benjamin F. Edwards & Company
Missouri
$28K -$12.2K -400 -30%
SFA
286
Semmax Financial Advisors
North Carolina
$26.6K
CT
287
Clearstead Trust
Maine
$24.8K
TFA
288
Toth Financial Advisory
Virginia
$24.6K
BONH
289
Bank of New Hampshire
New Hampshire
$23.7K -$3.65M -119,186 -99%
HCM
290
Hollencrest Capital Management
California
$21.3K -$106K -3,467 -83%
AIC
291
Archer Investment Corporation
Indiana
$19.7K
CHA
292
Carmichael Hill & Associates
Maryland
$19.6K +$1.41K +46 +8%
CSC
293
Caldwell Sutter Capital
California
$17.2K
FF
294
Friedenthal Financial
New Jersey
$16.9K +$16.9K +551 New
NA
295
NewEdge Advisors
Louisiana
$14.6K -$8.21M -268,086 -100%
BTI
296
Blue Trust Inc
Georgia
$13K +$13.3K +436 New
BIA
297
Bell Investment Advisors
California
$12.8K +$12.8K +418 New
FHA
298
First Horizon Advisors
Tennessee
$10.6K -$10.9K -357 -51%
CA
299
Clearstead Advisors
Ohio
$10.5K +$10.5K +344 New
BBHC
300
Brown Brothers Harriman & Co
New York
$9.18K

FLRN Hedge Fund Activity: Q4 2023 in Review

326 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2023, worth a combined $1.78B — up 4.4% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FLRN positions and 31 closed out — a net gain of 13 holders — while 99 added to existing stakes and 137 trimmed.

The largest buyer was Jane Street, adding an estimated $41.1M. The largest seller was Ocean Park Asset Management, cutting an estimated $13.1M.

  • 326 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2023, up from 314 in Q3 2023.
  • Funds reported $1.78B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2023, up 4.4% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2023 and 31 closed out, a net change of +13 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2023 was Jane Street, an estimated $41.1M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2023 was Ocean Park Asset Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2023.