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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
VFA
326
Values First Advisors
Tennessee
$171
LC
327
Lindbrook Capital
California
$18 +$31 +1 New
S
328
Sachetta
Massachusetts
$1
Susquehanna International Group
329
Susquehanna International Group
Pennsylvania
-$2.96M -96,102 Closed
ECA
330
Elevated Capital Advisors
Utah
-$1.85M -60,111 Closed
NSB
331
Norway Savings Bank
Maine
-$1.71M -55,588 Closed
OMC
332
Old Mission Capital
Illinois
-$1.43M -46,481 Closed
CAAM
333
Cornerstone Advisors Asset Management
Pennsylvania
-$655K -21,250 Closed
HIC
334
Hartline Investment Corp
Illinois
-$570K -18,483 Closed
SWP
335
Significant Wealth Partners
Illinois
-$511K -16,581 Closed
LNC
336
Lincoln National Corp
Pennsylvania
-$499K -16,191 Closed
TCM
337
Triumph Capital Management
Colorado
-$376K -12,182 Closed
SG
338
StoneX Group
New York
-$276K -8,960 Closed
WCA
339
Westover Capital Advisors
Delaware
-$271K -8,785 Closed
KFP
340
KMG Fiduciary Partners
Ohio
-$270K -8,750 Closed
Betterment LLC
341
Betterment LLC
New York
-$230K -7,458 Closed
DLHL
342
Donald L. Hagan LLC
Florida
-$218K -7,061 Closed
SSWM
343
Sheets Smith Wealth Management
North Carolina
-$203K -6,590 Closed
FIM
344
Freedom Investment Management
Connecticut
-$200K -6,502 Closed
FFWM
345
Future Financial Wealth Management
Ohio
-$67.8K -2,200 Closed
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
-$47.2K -1,530 Closed
WIC
347
Woodmont Investment Counsel
Tennessee
-$30K -972 Closed
FHA
348
First Horizon Advisors
Tennessee
-$10.7K -346 Closed
AIC
349
Archer Investment Corporation
Indiana
-$6.6K -214 Closed
Bessemer Group
350
Bessemer Group
New Jersey
-$4K -138 Closed

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.