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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
LFG
326
Larson Financial Group
Missouri
$489 -$4.07K -133 -89%
VFA
327
Values First Advisors
Tennessee
$169
KFS
328
Kelly Financial Services
Massachusetts
$130 -$21.3K -695 -99%
S
329
Sachetta
Massachusetts
$1
SMM
330
Stadion Money Management
Georgia
-$12.5M -405,640 Closed
WWA
331
WCG Wealth Advisors
Nevada
-$9.74M -316,956 Closed
CWA
332
Centennial Wealth Advisory
Michigan
-$8.33M -271,190 Closed
QAM
333
Q3 Asset Management
Michigan
-$2.58M -83,894 Closed
OMC
334
Old Mission Capital
Illinois
-$2.42M -78,829 Closed
TLFA
335
True Link Financial Advisors
California
-$1.92M -62,534 Closed
Citadel Advisors
336
Citadel Advisors
Florida
-$1.38M -45,058 Closed
UCFA
337
United Capital Financial Advisors
Texas
-$658K -21,435 Closed
WA
338
Wambolt & Associates
Colorado
-$460K -15,030 Closed
MIG
339
McGuire Investment Group
Rhode Island
-$356K -11,584 Closed
SEI Investments
340
SEI Investments
Pennsylvania
-$326K -10,624 Closed
SIA
341
Strategic Investment Advisors
Michigan
-$297K -9,654 Closed
HAS
342
HBW Advisory Services
California
-$296K -9,633 Closed
TFA
343
Teamwork Financial Advisors
Texas
-$294K -9,586 Closed
CA
344
Cetera Advisors
Colorado
-$287K -9,327 Closed
WA
345
WBH Advisory
Maryland
-$285K -9,283 Closed
KWM
346
Kingsview Wealth Management
Oregon
-$263K -8,573 Closed
SWM
347
Seed Wealth Management
Illinois
-$246K -8,000 Closed
EIA
348
Eldridge Investment Advisors
New Hampshire
-$237K -7,748 Closed
SQA
349
Simon Quick Advisors
New Jersey
-$229K -7,470 Closed
CWA
350
Clearview Wealth Advisors
Oregon
-$204K -6,645 Closed

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.