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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

322 hedge funds and large institutions have $1.72B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 132 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 91

13% more call options, than puts

Call options by funds: $740K | Put options by funds: $656K

11% more capital invested

Capital invested by funds: $1.55B → $1.72B (+$169M)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

2% less funds holding

Funds holding: 329322 (-7)

2.3% less ownership

Funds ownership: 63.62%61.32% (-2.3%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
322
Holders Change
-7
Holders Change %
-2.13%
% of All Funds
4.32%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
32
Increased
132
Reduced
91
Closed
31
Calls
$740K
Puts
$656K
Net Calls
+$84K
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Ameliora Wealth Management
Switzerland
$18.9M +$7.52M +243,992 +66%
WMG
27
WESCAP Management Group
California
$18.1M +$139K +4,497 +0.8%
Raymond James Financial
28
Raymond James Financial
Florida
$17.5M +$1.86M +60,244 +12%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$15.6M +$1.94M +62,914 +14%
PFT
30
Providence First Trust
Arizona
$15.5M -$387K -12,571 -2%
AP
31
Appleton Partners
Massachusetts
$14.5M +$1.05M +34,041 +8%
PCIA
32
Prime Capital Investment Advisors
Kansas
$12.7M +$3.26M +105,921 +35%
IA
33
Integrity Alliance
Iowa
$12.6M +$3.65M +118,348 +41%
WH
34
Whitcomb & Hess
Ohio
$12.4M +$84.5K +2,745 +0.7%
CTWM
35
Cherry Tree Wealth Management
Minnesota
$12.3M +$1.3M +42,194 +12%
PIM
36
Penobscot Investment Management
Massachusetts
$11.7M +$2.76M +89,614 +31%
AssetMark Inc
37
AssetMark Inc
California
$11.6M -$632K -20,511 -5%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$10.7M +$1.25M +40,638 +13%
AFM
39
Aspetuck Financial Management
Connecticut
$10M +$792K +25,721 +9%
PCM
40
Parsons Capital Management
Rhode Island
$9.91M +$2.17M +70,441 +28%
AF
41
Allworth Financial
California
$9.83M -$1.75M -56,851 -15%
RA
42
RFG Advisory
Alabama
$9.67M +$2.77M +89,993 +40%
SC
43
Sykon Capital
New York
$9.52M +$3.89M +126,151 +69%
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
$9.48M +$10.5K +342 +0.1%
BWM
45
Buska Wealth Management
Wisconsin
$9.15M +$1.01M +32,918 +12%
PAG
46
Private Advisor Group
New Jersey
$9.04M +$18.3K +593 +0.2%
DIA
47
Dean Investment Associates
Ohio
$8.72M +$313K +10,165 +4%
OWA
48
Outlook Wealth Advisors
Texas
$8.17M +$575K +18,663 +8%
CMA
49
Cedar Mountain Advisors
Oregon
$7.87M +$187K +6,077 +2%
CA
50
Cannon Advisors
North Carolina
$7.83M +$1.87M +60,625 +31%

FLRN Hedge Fund Activity: Q1 2025 in Review

322 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q1 2025, worth a combined $1.72B — up 11% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FLRN positions and 31 closed out — a net gain of 1 holder — while 132 added to existing stakes and 91 trimmed.

The largest buyer was IHT Wealth Management, adding an estimated $28.4M. The largest seller was Fortitude Advisory Group, exiting entirely with an estimated $6.35M sold.

  • 322 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q1 2025, down from 329 in Q4 2024.
  • Funds reported $1.72B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q1 2025 and 31 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q1 2025 was IHT Wealth Management, an estimated $28.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q1 2025 was Fortitude Advisory Group, an estimated $6.35M sold.

Based on aggregated 13F filings for Q1 2025.