State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
339 hedge funds and large institutions have $2.05B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 126 increasing their positions, 99 reducing their positions, and 25 closing their positions.
172% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 25
41% more funds holding in top 10
Funds holding in top 10: 27 → 38 (+11)
27% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 99
25% more capital invested
Capital invested by funds: $1.63B → $2.05B (+$414M)
13% more funds holding
Funds holding: 301 → 339 (+38)
2.51% more ownership
Funds ownership: 67.47% → 69.98% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Davidson Capital Management
Corpus Christi,
Texas
|
+$64.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$50.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$47.4M |
| 4 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
+$29.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UIA
UBP Investment Advisors
Geneva,
Switzerland
|
-$18.3M |
| 2 |
RWM
Refined Wealth Management
Salt Lake City,
Utah
|
-$13.3M |
| 3 |
COF
Capital One Financial
Mclean,
Virginia
|
-$9.99M |
| 4 |
CFIA
Cantor Fitzgerald Investment Advisors
New York
|
-$9.24M |
| 5 |
CL
COWA LLC
Tulsa,
Oklahoma
|
-$6.27M |
FLRN Hedge Fund Activity: Q1 2022 in Review
339 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q1 2022, worth a combined $2.05B — up 25% from $1.63B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new FLRN positions and 25 closed out — a net gain of 43 holders — while 126 added to existing stakes and 99 trimmed.
The largest buyer was Davidson Capital Management, opening a new position worth an estimated $64.7M. The largest seller was UBP Investment Advisors, cutting an estimated $18.3M.
- 339 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q1 2022, up from 301 in Q4 2021.
- Funds reported $2.05B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q1 2022, up 25% quarter-over-quarter.
- 68 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q1 2022 and 25 closed out, a net change of +43 holders.
- The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q1 2022 was Davidson Capital Management, an estimated $64.7M added.
- The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q1 2022 was UBP Investment Advisors, an estimated $18.3M sold.
Based on aggregated 13F filings for Q1 2022.