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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
EH
351
Equitable Holdings
New York
-$12.9M -421,740 Closed
KCM
352
Kennicott Capital Management
California
-$8.08M -264,871 Closed
OPS
353
Orion Portfolio Solutions
Nebraska
-$4.83M -158,517 Closed
T
354
TRUADVICE
Florida
-$3.64M -119,359 Closed
SHA
355
Seneca House Advisors
Virginia
-$1.52M -49,996 Closed
Thrivent Financial for Lutherans
356
Thrivent Financial for Lutherans
Minnesota
-$1.44M -47,348 Closed
CCM
357
Crabel Capital Management
California
-$1.08M -35,473 Closed
LAI
358
Legal Advantage Investments
California
-$917K -30,067 Closed
WMA
359
Wealth Management Associates
New Jersey
-$884K -29,000 Closed
GA
360
GFS Advisors
Texas
-$579K -18,980 Closed
PAS
361
Park Avenue Securities
New York
-$576K -18,885 Closed
AWA
362
Arete Wealth Advisors
Illinois
-$482K -15,797 Closed
EDRIA
363
Edmonds Duncan Registered Investment Advisors
Kansas
-$362K -11,877 Closed
PHS
364
Pekin Hardy Strauss
Illinois
-$360K -11,820 Closed
JWCA
365
J.W. Cole Advisors
Florida
-$327K -10,731 Closed
APWA
366
Atlas Private Wealth Advisors
New Jersey
-$232K -7,625 Closed
LAS
367
Lloyd Advisory Services
Georgia
-$214K -7,029 Closed
HWM
368
Howard Wealth Management
Connecticut
-$203K -6,665 Closed
MCC
369
Money Concepts Capital
Florida
-$183K -5,988 Closed
WAM
370
Worth Asset Management
Texas
-$100K -3,300 Closed
FFWM
371
Future Financial Wealth Management
Ohio
-$73K -2,390 Closed
FAG
372
Fortitude Advisory Group
Washington
-$54K -1,775 Closed
SCA
373
Sandy Cove Advisors
Massachusetts
-$46K -1,514 Closed
CNBTD
374
Citizens National Bank Trust Department
Mississippi
-$28K -908 Closed
RFWA
375
RPg Family Wealth Advisory
Massachusetts
-$11.3K -370 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.