We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

301 hedge funds and large institutions have $1.63B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 24

7% more funds holding

Funds holding: 281301 (+20)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

1.91% more ownership

Funds ownership: 65.56%67.47% (+1.9%)

2% more capital invested

Capital invested by funds: $1.6B → $1.63B (+$29.3M)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

Holders
301
Holders Change
+20
Holders Change %
+7.12%
% of All Funds
4.63%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.42%
New
50
Increased
105
Reduced
105
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
SimpliFi Inc
California
$8.65M -$8.37M -273,453 -49%
Jane Street
52
Jane Street
New York
$8.2M -$8.92M -291,296 -52%
TWA
53
Tillar-Wenstrup Advisors
Ohio
$8.17M +$722K +23,583 +10%
RFA
54
Reilly Financial Advisors
California
$8.08M -$708K -23,114 -8%
DIA
55
Dean Investment Associates
Ohio
$7.94M +$119K +3,886 +2%
PAG
56
Private Advisor Group
New Jersey
$7.94M -$1.55M -50,472 -16%
WCM
57
Windham Capital Management
Massachusetts
$7.78M -$628K -20,518 -7%
SIM
58
Stratos Investment Management
Ohio
$7.77M +$2.37M +77,296 +44%
CC
59
Courier Capital
New York
$7.71M +$3.14M +102,488 +69%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$7.61M +$819K +26,737 +12%
APA
61
Astoria Portfolio Advisors
New York
$7.28M +$7.28M +237,823 New
KBFS
62
Kohmann Bosshard Financial Services
Ohio
$7.23M +$180K +5,890 +3%
OIM
63
Orca Investment Management
Oregon
$7.17M +$1.34M +43,826 +23%
EH
64
Equitable Holdings
New York
$6.8M +$6.81M +222,425 New
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$6.59M +$2.73M +89,236 +71%
SCM
66
Southport Capital Management
Tennessee
$6.59M +$6.6M +215,571 New
PFT
67
Providence First Trust
Arizona
$6.51M +$456K +14,882 +8%
Mariner
68
Mariner
Kansas
$6.32M -$552K -18,016 -8%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$6.12M
OPA
70
Old Port Advisors
Maine
$6.07M +$87.3K +2,852 +1%
SPIA
71
Steward Partners Investment Advisory
New York
$5.96M +$60.4K +1,972 +1%
HPA
72
High Probability Advisors
New York
$5.8M +$105K +3,426 +2%
CM
73
Cornerstone Management
Georgia
$5.47M -$3.82M -124,819 -41%
WWM
74
WJ Wealth Management
Arizona
$5.46M -$6.1M -199,126 -53%
WB
75
Webster Bank
Connecticut
$5.37M -$38.9K -1,270 -0.7%

FLRN Hedge Fund Activity: Q4 2021 in Review

301 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2021, worth a combined $1.63B — up 1.8% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new FLRN positions and 24 closed out — a net gain of 26 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was Terril Brothers, adding an estimated $24.1M. The largest seller was Alesco Advisors, cutting an estimated $68.9M.

  • 301 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2021, up from 281 in Q3 2021.
  • Funds reported $1.63B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2021, up 1.8% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2021 and 24 closed out, a net change of +26 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2021 was Terril Brothers, an estimated $24.1M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2021 was Alesco Advisors, an estimated $68.9M sold.

Based on aggregated 13F filings for Q4 2021.