FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

349 hedge funds and large institutions have $2.33B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 120 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+11
Holders Change %
+3.25%
% of All Funds
5.9%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.78%
New
44
Increased
134
Reduced
120
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$333M
2
Wells Fargo
2
Wells Fargo
California
$123M
3
TF
3
TIAA FSB
Florida
$32.5M
4
UIA
4
UBP Investment Advisors
Switzerland
$19.2M
5
KeyBank National Association
5
KeyBank National Association
Ohio
$81.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.8M
2
TB
2
Terril Brothers
Missouri
$12.5M
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$9.8M
4
CIC
4
Cutler Investment Counsel
Oregon
$0
5
EH
5
Equitable Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMS
51
Pictet Asset Management (Switzerland)
Switzerland
$10.3M +$1.45M +48,235 +16%
FGG
52
Financial Guidance Group
Florida
$9.93M +$219K +7,285 +2%
HAC
53
Harbor Advisory Corp
New Hampshire
$9.9M +$113K +3,751 +1%
ECML
54
Eagle Capital Management (Louisiana)
Louisiana
$9.8M -$13.8M -457,545 -58%
SIM
55
Stratos Investment Management
Ohio
$9.78M +$853K +28,343 +10%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$9.77M +$818K +27,159 +9%
CIA
57
Capital Investment Advisors
Georgia
$9.66M -$1.62M -53,711 -14%
TWA
58
Tillar-Wenstrup Advisors
Ohio
$9.61M +$923K +30,667 +11%
NC
59
NewSquare Capital
Pennsylvania
$8.82M +$8.82M +292,769 New
CC
60
Courier Capital
New York
$8.55M -$31K -1,029 -0.4%
Mariner
61
Mariner
Kansas
$8.47M -$757K -25,135 -8%
CWA
62
Centennial Wealth Advisory
Michigan
$8.43M +$3.65M +121,144 +76%
APA
63
American Portfolios Advisors
New York
$8.42M -$719K -23,884 -8%
DIA
64
Dean Investment Associates
Ohio
$7.94M +$52.5K +1,743 +0.7%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$7.84M +$224K +7,448 +3%
Citadel Advisors
66
Citadel Advisors
Florida
$7.65M +$5.65M +187,701 +284%
MIG
67
McGuire Investment Group
Rhode Island
$7.63M -$9.91K -329 -0.1%
WCM
68
Windham Capital Management
Massachusetts
$7.47M -$74.9K -2,486 -1%
KBFS
69
Kohmann Bosshard Financial Services
Ohio
$7.41M +$20K +665 +0.3%
Creative Planning
70
Creative Planning
Kansas
$7.15M -$467K -15,514 -6%
AP
71
Appleton Partners
Massachusetts
$6.88M -$3.89M -129,129 -36%
FTUS
72
Flow Traders U.S.
New York
$6.79M +$6.54M +217,098 +2,614%
AA
73
Advisory Alpha
Michigan
$6.52M -$624K -20,711 -9%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$6.49M +$900K +29,887 +16%
PFT
75
Providence First Trust
Arizona
$6.35M -$60.2K -2,000 -0.9%
1 2
3
4 5