We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

253 hedge funds and large institutions have $2.36B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 15

163% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 48

19% more capital invested

Capital invested by funds: $1.98B → $2.36B (+$385M)

17% more funds holding

Funds holding: 217253 (+36)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.24% more ownership

Funds ownership: 58.23%58.47% (+0.24%)

Holders
253
Holders Change
+36
Holders Change %
+16.59%
% of All Funds
5.78%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.73%
New
52
Increased
126
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$9.08M -$1.19M -38,699 -12%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$8.91M +$888K +28,892 +11%
HFM
53
Hartford Financial Management
Connecticut
$8.77M +$437K +14,196 +5%
Mariner
54
Mariner
Kansas
$8.53M -$1.05M -34,024 -11%
CIC
55
Cutler Investment Counsel
Oregon
$8.44M +$1.08M +34,974 +15%
3AM
56
3D Asset Management
Connecticut
$8.39M -$127K -4,124 -1%
FAAS
57
First Allied Advisory Services
California
$8.33M +$8.33M +270,826 New
Bank of New York Mellon
58
Bank of New York Mellon
New York
$8.3M +$4.3M +139,681 +107%
TWA
59
Tillar-Wenstrup Advisors
Ohio
$8.16M -$681K -22,142 -8%
RRC
60
Relaxing Retirement Coach
Massachusetts
$8.06M -$314K -10,211 -4%
GCA
61
Gradient Capital Advisors
California
$8.03M +$4.6M +149,570 +135%
CFMC
62
Curbstone Financial Management Corp
New Hampshire
$7.99M +$2.29M +74,550 +40%
UIA
63
UBP Investment Advisors
Switzerland
$7.97M +$7.96M +258,790 New
APA
64
American Portfolios Advisors
New York
$7.87M +$2.35M +76,409 +43%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$7.79M -$11.9M -388,374 -61%
OCM
66
Orser Capital Management
Texas
$7.74M +$768K +24,990 +11%
CM
67
Columbus Macro
Pennsylvania
$7.55M +$7.54M +245,156 New
GWM
68
Geneos Wealth Management
Colorado
$7.38M +$756K +24,595 +11%
CWM
69
Cabot Wealth Management
Massachusetts
$7.24M +$1.29K +42 +0%
CA
70
Cetera Advisors
Colorado
$7.16M +$2.84M +92,321 +66%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$6.88M +$121K +3,948 +2%
BEC
72
Blue Edge Capital
Virginia
$6.74M +$837K +27,207 +14%
SB
73
Suntrust Banks
Georgia
$6.6M +$402K +13,087 +7%
TFA
74
Transamerica Financial Advisors
Florida
$6.34M +$3.86M +125,550 +156%
WB
75
Webster Bank
Connecticut
$6.25M +$1.74M +56,534 +39%

FLRN Hedge Fund Activity: Q3 2018 in Review

253 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q3 2018, worth a combined $2.36B — up 19% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FLRN positions and 15 closed out — a net gain of 37 holders — while 126 added to existing stakes and 48 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $83.8M. The largest seller was Orgel Wealth Management, cutting an estimated $130M.

  • 253 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q3 2018, up from 217 in Q2 2018.
  • Funds reported $2.36B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q3 2018, up 19% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q3 2018 and 15 closed out, a net change of +37 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q3 2018 was Jane Street, an estimated $83.8M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q3 2018 was Orgel Wealth Management, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2018.