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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

325 hedge funds and large institutions have $1.7B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

7% more capital invested

Capital invested by funds: $1.59B → $1.7B (+$116M)

2% more funds holding

Funds holding: 319325 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

0.41% less ownership

Funds ownership: 69.15%68.73% (-0.41%)

2% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 118

89% less call options, than puts

Call options by funds: $43K | Put options by funds: $376K

Holders
325
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
4.69%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
39
Increased
116
Reduced
118
Closed
29
Calls
$43K
Puts
$376K
Net Calls
-$333K
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
301
Strategic Financial Concepts
Texas
$10.4K +$4.63M +150,340 New
AF
302
Allworth Financial
California
$9.15K +$9.14K +297 New
CFFP
303
Center for Financial Planning
Michigan
$9.01K
IAIM
304
International Assets Investment Management
Florida
$8.68K +$8.65K +281 New
Citigroup
305
Citigroup
New York
$8.61K +$123 +4 +1%
RBC
306
Roble Belko & Company
Pennsylvania
$8K
PCM
307
Penserra Capital Management
California
$8K +$7.94K +258 New
NP
308
NorthRock Partners
Minnesota
$7.03K -$34.9K -1,134 -83%
AWM
309
AllSquare Wealth Management
New York
$6.17K
SIS
310
Sound Income Strategies
Florida
$5.38K
AWM
311
Angeles Wealth Management
California
$4.97K
APC
312
Aspire Private Capital
North Carolina
$4.81K -$3.85K -125 -44%
TWP
313
Triad Wealth Partners
Kansas
$3.95K +$3.94K +128 New
GWMI
314
Guardian Wealth Management (Illinois)
Illinois
$3.42K +$62 +2 +2%
DWA
315
Delos Wealth Advisors
Texas
$2.28K -$21.3K -691 -90%
CHA
316
Carmichael Hill & Associates
Maryland
$1.42K
RWPA
317
Richard W. Paul & Associates
Michigan
$1.36K
GWANC
318
Guardian Wealth Advisors (North Carolina)
North Carolina
$987
PA
319
Parallel Advisors
California
$987
GI
320
GS Investments
Minnesota
$926
GRP
321
Global Retirement Partners
California
$710
VAG
322
VisionPoint Advisory Group
Texas
$710 +$708 +23 New
NMG
323
New Millennium Group
Utah
$671 +$677 +22 New
GI
324
Gradient Investments
Minnesota
$494
ARC
325
Advisor Resource Council
Texas
$406 -$590K -19,167 -59%

FLRN Hedge Fund Activity: Q2 2024 in Review

325 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2024, worth a combined $1.7B — up 7.3% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FLRN positions and 29 closed out — a net gain of 10 holders — while 116 added to existing stakes and 118 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $52.8M. The largest seller was Wells Fargo, cutting an estimated $17.2M.

  • 325 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2024, up from 319 in Q1 2024.
  • Funds reported $1.7B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2024 and 29 closed out, a net change of +10 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $52.8M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2024 was Wells Fargo, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2024.