FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

347 hedge funds and large institutions have $2.6B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 109 increasing their positions, 147 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+10
Holders Change %
+2.97%
% of All Funds
5.6%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.58%
New
51
Increased
109
Reduced
147
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
1
Tradewinds Capital Management
Washington
$47.7M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$25.6M
3
LPL Financial
3
LPL Financial
California
$60.7M
4
OIA
4
OneDigital Investment Advisors
Kansas
$12.3M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$12.1M

Top Sellers

1
DCM
1
Davidson Capital Management
Texas
$0
2
Wells Fargo
2
Wells Fargo
California
$121M
3
TF
3
TIAA FSB
Florida
$24.9M
4
APW
4
Aurora Private Wealth
New Jersey
$0
5
RA
5
RFG Advisory
Alabama
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMA
26
Cedar Mountain Advisors
Oregon
$16.9M -$193K -6,337 -1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$15.7M +$8.83M +290,626 +129%
CFMC
28
Curbstone Financial Management Corp
New Hampshire
$15.4M -$114K -3,750 -0.7%
IHWM
29
Iron Horse Wealth Management
Iowa
$13.7M +$8.57M +281,881 +167%
SIM
30
Stratos Investment Management
Ohio
$13.5M +$3.74M +122,963 +38%
RJA
31
Raymond James & Associates
Florida
$13.2M -$3.71M -122,135 -22%
TCFP
32
Treasure Coast Financial Planning
Florida
$13.1M +$910K +29,934 +7%
WCA
33
Westover Capital Advisors
Delaware
$12.8M +$565K +18,594 +5%
CWA
34
Centennial Wealth Advisory
Michigan
$12.3M +$130K +4,288 +1%
GEA
35
Glen Eagle Advisors
New Jersey
$12.3M +$215K +7,091 +2%
OIA
36
OneDigital Investment Advisors
Kansas
$12.3M +$12.3M +403,623 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$12.1M +$12.1M +398,801 +1,375,176%
NA
38
NewEdge Advisors
Louisiana
$12M +$7.2M +237,235 +151%
PGA
39
Portland Global Advisors
Maine
$11.7M -$114K -3,754 -1%
Truist Financial
40
Truist Financial
North Carolina
$11.6M +$241K +7,944 +2%
WWM
41
WJ Wealth Management
Arizona
$11.2M +$234K +7,691 +2%
HW
42
Hedeker Wealth
Illinois
$11.2M +$4.94M +162,407 +79%
Mariner
43
Mariner
Kansas
$11.1M +$2.11M +69,341 +23%
TWA
44
Tillar-Wenstrup Advisors
Ohio
$11.1M +$30.7K +1,010 +0.3%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$10.4M +$63.2K +2,080 +0.6%
MWC
46
MBM Wealth Consultants
Missouri
$10.4M -$2.13M -69,941 -17%
AssetMark Inc
47
AssetMark Inc
California
$10.2M +$4.94M +162,593 +95%
CM
48
Cornerstone Management
Georgia
$9.98M -$8.93M -293,689 -47%
NYLIM
49
New York Life Investment Management
New York
$9.98M -$1.21M -39,897 -11%
SAG
50
SageView Advisory Group
California
$9.51M +$9.51M +313,042 New
1
2
3 4 5