FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

273 hedge funds and large institutions have $1.5B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-8
Holders Change %
-2.85%
% of All Funds
4.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
24
Increased
99
Reduced
104
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$15.8M
2
Morgan Stanley
Morgan Stanley
New York
+$12.4M
3
APP
Avantax Planning Partners
Iowa
+$9.7M
4
AA
Alesco Advisors
New York
+$8.74M
5
WCA
Westover Capital Advisors
Delaware
+$8.02M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$21.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$19.1M
3
AIM
Astor Investment Management
Illinois
-$18M
4
MA
MCF Advisors
Kentucky
-$15.2M
5
IA
IndexIQ Advisors
New York
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$13.9M +$1.56M +50,897 +13%
HAC
27
Harbor Advisory Corp
New Hampshire
$13.5M -$2.13M -69,468 -14%
RJA
28
Raymond James & Associates
Florida
$13.2M +$83.8K +2,736 +0.6%
APA
29
American Portfolios Advisors
New York
$12.7M -$57.6K -1,881 -0.5%
CIA
30
Capital Investment Advisors
Georgia
$11.9M -$44.2K -1,441 -0.4%
DAS
31
Dynamic Advisor Solutions
Arizona
$11.1M +$259K +8,455 +2%
WCM
32
Windham Capital Management
Massachusetts
$10.5M -$891K -29,068 -8%
CIC
33
Cutler Investment Counsel
Oregon
$10.5M +$800K +26,124 +8%
Truist Financial
34
Truist Financial
North Carolina
$9.46M +$751K +24,503 +9%
CL
35
COWA LLC
Oklahoma
$9.45M +$6.18M +201,693 +189%
HighTower Advisors
36
HighTower Advisors
Illinois
$9.14M +$359K +11,731 +4%
PAG
37
Private Advisor Group
New Jersey
$9.08M +$822K +26,821 +10%
IA
38
IndexIQ Advisors
New York
$9.06M -$13.7M -447,452 -60%
PIM
39
Penobscot Investment Management
Massachusetts
$9.04M +$2.23M +72,640 +33%
RFA
40
Reilly Financial Advisors
California
$9.04M -$81.5K -2,659 -0.9%
PAMU
41
Pictet Asset Management (UK)
United Kingdom
$9.01M +$3.26M +106,335 +57%
SPIA
42
Steward Partners Investment Advisory
New York
$8.88M -$301K -9,828 -3%
WCA
43
Westover Capital Advisors
Delaware
$8.02M +$8.02M +261,873 New
SFG
44
StrategIQ Financial Group
Indiana
$7.69M +$161K +5,247 +2%
TB
45
Terril Brothers
Missouri
$7.55M -$247K -8,060 -3%
DIA
46
Dean Investment Associates
Ohio
$7.37M +$89.6K +2,923 +1%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$7.24M -$10.1M -329,565 -58%
AA
48
Advisory Alpha
Michigan
$7.22M +$7.22M +235,767 New
CWM
49
Cabot Wealth Management
Massachusetts
$7.21M -$585K -19,083 -8%
Jane Street
50
Jane Street
New York
$7.19M +$2.44M +79,666 +51%
1
2
3 4 5