FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

294 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+7
Holders Change %
+2.44%
% of All Funds
6.37%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.91%
New
44
Increased
107
Reduced
118
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AMH
Apollo Management Holdings
New York
+$116M
2
VBFP
Valtinson Bruner Financial Planning
Minnesota
+$29.3M
3
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
+$25.9M
4
Wells Fargo
Wells Fargo
California
+$19.5M
5
TWA
Tillar-Wenstrup Advisors
Ohio
+$16.8M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$72.6M
2
FI
FormulaFolio Investments
Michigan
-$48.5M
3
Verition Fund Management
Verition Fund Management
Connecticut
-$45.9M
4
Ameriprise
Ameriprise
Minnesota
-$43.2M
5
PAG
Pinnacle Advisory Group
Maryland
-$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
51
MFA Wealth Advisors
Pennsylvania
$11.8M +$1.53M +49,943 +15%
BCI
52
Brinker Capital Investments
Pennsylvania
$11.4M -$38.6K -1,256 -0.3%
WCM
53
Windham Capital Management
Massachusetts
$11.4M -$39M -1,269,695 -77%
AssetMark Inc
54
AssetMark Inc
California
$11.1M -$3.18M -103,420 -22%
WMG
55
WESCAP Management Group
California
$10.9M +$1.87M +60,785 +21%
Mackenzie Financial
56
Mackenzie Financial
Ontario, Canada
$10.8M +$10.8M +350,927 New
FAM
57
Formidable Asset Management
Ohio
$10.4M +$8.83M +330,993 +576%
Renaissance Technologies
58
Renaissance Technologies
New York
$9.56M +$9.56M +311,370 New
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$9.31M -$247K -8,053 -3%
CFMC
60
Curbstone Financial Management Corp
New Hampshire
$9.22M +$632K +20,600 +7%
PWMG
61
Prestige Wealth Management Group
New Jersey
$9.18M -$243K -7,918 -3%
Citadel Advisors
62
Citadel Advisors
Florida
$9.13M +$3.94M +128,264 +76%
CIC
63
Cutler Investment Counsel
Oregon
$8.7M +$295K +9,600 +4%
UIA
64
UBP Investment Advisors
Switzerland
$8.59M -$275K -8,945 -3%
HFM
65
Hartford Financial Management
Connecticut
$8.54M +$406K +13,238 +5%
GCA
66
Gradient Capital Advisors
California
$8.4M -$50.7K -1,651 -0.6%
SPIA
67
Steward Partners Investment Advisory
New York
$8.35M +$478K +15,582 +6%
KBFS
68
Kohmann Bosshard Financial Services
Ohio
$8.15M +$1.49M +48,584 +22%
PAG
69
Private Advisor Group
New Jersey
$7.89M +$942K +30,667 +14%
Mariner
70
Mariner
Kansas
$7.72M -$451K -14,679 -6%
CFIA
71
Cantor Fitzgerald Investment Advisors
New York
$7.51M +$758K +24,694 +11%
CCA
72
Clearwater Capital Advisors
Illinois
$7.51M +$6.03M +196,523 +409%
PAMU
73
Pictet Asset Management (UK)
United Kingdom
$7.49M -$6.38M -207,790 -46%
RRC
74
Relaxing Retirement Coach
Massachusetts
$7.48M -$194K -6,340 -3%
FIM
75
Freedom Investment Management
Connecticut
$7.17M +$4.2M +136,788 +142%
1 2
3
4 5