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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
CA
326
CoreCap Advisors
Michigan
$15K +$15.2K +499 New
BWP
327
Baldwin Wealth Partners
Massachusetts
$11K
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$10K +$10K +330 New
CFFP
329
Center for Financial Planning
Michigan
$9K
National Bank of Canada
330
National Bank of Canada
Quebec, Canada
$9K
TF
331
Tompkins Financial
New York
$9K
RBC
332
Roble Belko & Company
Pennsylvania
$8K
HR
333
Howe & Rusling
New York
$8K +$7.72K +254 New
WWMSC
334
Wagner Wealth Management (South Carolina)
South Carolina
$8K +$8.36K +275 New
AWM
335
AllSquare Wealth Management
New York
$6K
BC
336
Burleson & Co
California
$6K +$6.11K +201 New
C
337
Covestor
United Kingdom
$4K -$1.79K -59 -29%
SFG
338
Steward Financial Group
Texas
$4K +$4.47K +147 New
Bank of Montreal
339
Bank of Montreal
Ontario, Canada
$3.09K -$237K -7,799 -7%
GI
340
Gradient Investments
Minnesota
$3K
GWMI
341
Guardian Wealth Management (Illinois)
Illinois
$3K +$30 +1 +1%
AF
342
Allworth Financial
California
$2K -$5.13M -168,667 -100%
Fidelity Investments
343
Fidelity Investments
Massachusetts
$2K -$3.28K -108 -65%
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$1K
FFC
345
Fure Financial Corporation
Minnesota
$1K
PO
346
Private Ocean
California
$1K
BTI
347
Blue Trust Inc
Georgia
$1K +$760 +25 New
TRCT
348
Tower Research Capital (TRC)
New York
$1K +$1K +33 New
FGAM
349
Financial Gravity Asset Management
Texas
$693
CIC
350
Cutler Investment Counsel
Oregon
-$13.7M -449,474 Closed

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.