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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
CWM
301
Castle Wealth Management
Florida
$49K +$49.7K +1,635 New
Rockefeller Capital Management
302
Rockefeller Capital Management
New York
$48K
FNBOSM
303
First National Bank of South Miami
Florida
$46K -$11K -361 -19%
ACA
304
Aptus Capital Advisors
Alabama
$44K
GWANC
305
Guardian Wealth Advisors (North Carolina)
North Carolina
$44K +$44.5K +1,465 New
GFPC
306
Global Financial Private Client
Florida
$43.2K
VRM
307
Vectors Research Management
New York
$42K -$7.02K -231 -14%
CFGS
308
Concourse Financial Group Securities
Alabama
$41K -$34.2K -1,126 -45%
APC
309
Aspire Private Capital
North Carolina
$41K +$15.6K +512 +60%
PTC
310
Private Trust Company
Ohio
$40K +$40.3K +1,326 New
MHR
311
Matthew Hamilton Rosenberg
$39K
PGAM
312
Princeton Global Asset Management
New Jersey
$32K
Citigroup
313
Citigroup
New York
$32K +$61 +2 +0.2%
CHA
314
Carmichael Hill & Associates
Maryland
$31K -$29.6K -975 -49%
DI
315
Disciplined Investments
Oklahoma
$30K -$213 -7 -0.7%
TFP
316
Tilia Fiduciary Partners
North Carolina
$29K -$5.14K -169 -15%
SFA
317
Semmax Financial Advisors
North Carolina
$26K
BSB
318
Bangor Savings Bank
Maine
$26K +$26.7K +880 New
CT
319
Clearstead Trust
Maine
$24K -$418K -13,741 -94%
HWMA
320
Heritage Wealth Management (Arizona)
Arizona
$21.1K
HWM
321
HighMark Wealth Management
Minnesota
$20K +$30 +1 +0.1%
AIC
322
Archer Investment Corporation
Indiana
$19.4K -$20K -658 -51%
HCP
323
Hexagon Capital Partners
Arkansas
$16K
FHA
324
First Horizon Advisors
Tennessee
$16K +$16.2K +533 New
HBW
325
Hazlett, Burt & Watson
West Virginia
$15K

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.