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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
UIA
26
UBP Investment Advisors
Switzerland
$19.2M +$19.1M +627,996 +7,521%
HighTower Advisors
27
HighTower Advisors
Illinois
$19.2M +$5.75M +189,124 +42%
RJA
28
Raymond James & Associates
Florida
$17.3M +$1.88M +61,916 +12%
AWMG
29
Alliance Wealth Management Group
New Jersey
$16.2M +$432K +14,228 +3%
CFMC
30
Curbstone Financial Management Corp
New Hampshire
$15.7M -$1.49M -49,100 -9%
WMG
31
WESCAP Management Group
California
$15.3M -$3.88M -127,638 -20%
CMA
32
Cedar Mountain Advisors
Oregon
$14.7M -$98.5K -3,242 -0.7%
Renaissance Technologies
33
Renaissance Technologies
New York
$14.1M +$8.42M +276,876 +145%
GM
34
GeoWealth Management
Illinois
$13.9M +$10.9M +358,205 +345%
NYLIM
35
New York Life Investment Management
New York
$13.4M +$13.6M +445,836 New
WWM
36
WJ Wealth Management
Arizona
$13.3M +$4.02M +132,310 +43%
IHWM
37
Iron Horse Wealth Management
Iowa
$13.1M +$918K +30,191 +7%
CI
38
Ceera Investments
Texas
$12.9M -$1.35M -44,544 -9%
Truist Financial
39
Truist Financial
North Carolina
$12.9M +$678K +22,297 +5%
TB
40
Terril Brothers
Missouri
$12.5M -$19.7M -647,924 -61%
SI
41
SimpliFi Inc
California
$12.1M -$69.5K -2,285 -0.6%
PIM
42
Penobscot Investment Management
Massachusetts
$11.9M -$1.92M -63,055 -14%
PGA
43
Portland Global Advisors
Maine
$11.7M +$303K +9,959 +3%
MWC
44
MBM Wealth Consultants
Missouri
$11.6M +$11.7M +384,161 New
TCFP
45
Treasure Coast Financial Planning
Florida
$11M +$2.83M +93,039 +34%
GEA
46
Glen Eagle Advisors
New Jersey
$10.9M +$6.95M +228,761 +173%
DJSG
47
D.J. St. Germain
Massachusetts
$10.8M -$3.66M -120,328 -25%
WFA
48
Websterrogers Financial Advisors
South Carolina
$10.8M +$5.98M +196,768 +122%
OIM
49
Orca Investment Management
Oregon
$10.8M -$41.2K -1,356 -0.4%
WCA
50
Westover Capital Advisors
Delaware
$10.8M +$1.74M +57,289 +19%

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.