State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
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.
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: 22 → 24 (+2)
4% more funds holding
Funds holding: 314 → 326 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$41.1M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$40.2M |
| 3 |
Renaissance Technologies
New York
|
+$25.5M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$20.7M |
| 5 |
Morgan Stanley
New York
|
+$18.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$13.1M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$12.5M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$10.7M |
| 5 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$9.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWP
351
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| – | -$56K | -1,823 | Closed |
|
|
SS
352
Sunbelt Securities
Houston,
Texas
| – | -$55.5K | -1,808 | Closed |
|
|
NFSG
353
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$49.2K | -1,600 | Closed |
|
|
WWP
354
WR Wealth Planners
Columbia,
Missouri
| – | -$17.2K | -560 | Closed |
|
355
BNP Paribas Financial Markets
Paris,
France
| – | -$13.7K | -445 | Closed |
|
|
GJIA
356
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| – | -$11K | -359 | Closed |
|
|
HCP
357
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$5.87K | -191 | Closed |
|
|
CSPIA
358
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$2.86K | -93 | Closed |
|
|
AWM
359
Avior Wealth Management
Omaha,
Nebraska
| – | -$952 | -31 | 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.