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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
BWM
301
Baystate Wealth Management
Massachusetts
$1K +$980 +32 New
EWA
302
Evolution Wealth Advisors
Florida
$392
Citadel Advisors
303
Citadel Advisors
Florida
-$8.61M -280,824 Closed
MA
304
MCF Advisors
Kentucky
-$2.64M -86,084 Closed
CAGAS
305
Capital Advisory Group Advisory Services
Minnesota
-$2.19M -71,410 Closed
EA
306
Emerald Advisors
Washington
-$1.43M -46,670 Closed
WFA
307
Wells Financial Advisors
Massachusetts
-$990K -32,284 Closed
PAS
308
Park Avenue Securities
New York
-$569K -18,554 Closed
OMC
309
Old Mission Capital
Illinois
-$539K -17,577 Closed
RRC
310
Relaxing Retirement Coach
Massachusetts
-$342K -11,154 Closed
BBW
311
Blue Barn Wealth
Utah
-$272K -8,882 Closed
CRWM
312
Castle Rock Wealth Management
California
-$239K -7,814 Closed
TSS
313
Two Sigma Securities
New York
-$233K -7,608 Closed
MGI
314
MayTech Global Investments
New York
-$204K -6,652 Closed
MCA
315
Magnolia Capital Advisors
Mississippi
-$202K -6,599 Closed
CFA
316
Carroll Financial Associates
North Carolina
-$178K -5,808 Closed
CAAS
317
Capital Asset Advisory Services
Michigan
-$103K -3,353 Closed
FCM
318
Firestone Capital Management
Florida
-$38K -1,245 Closed
FCA
319
FinTrust Capital Advisors
South Carolina
-$33K -1,077 Closed
CTC
320
Central Trust Company
Missouri
-$31K -1,000 Closed
MAM
321
Meeder Asset Management
Ohio
-$19K -618 Closed
AF
322
Advisornet Financial
Minnesota
-$8K -245 Closed
BCMIO
323
Beacon Capital Management Inc (Ohio)
Ohio
-$5K -169 Closed
IWA
324
IBEX Wealth Advisors
New Jersey
-$5K -150 Closed
DAC
325
Dividend Assets Capital
South Carolina
-$2K -71 Closed

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.