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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

326 hedge funds and large institutions have $1.78B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 137 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

4% more funds holding

Funds holding: 314326 (+12)

3.05% more ownership

Funds ownership: 71.3%74.35% (+3.1%)

4% more capital invested

Capital invested by funds: $1.7B → $1.78B (+$74.3M)

3% less call options, than puts

Call options by funds: $982K | Put options by funds: $1.01M

28% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 137

Holders
326
Holders Change
+12
Holders Change %
+3.82%
% of All Funds
4.75%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
44
Increased
99
Reduced
137
Closed
31
Calls
$982K
Puts
$1.01M
Net Calls
-$27K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$8.12M +$4.09M +133,577 +101%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$7.95M +$1.85M +60,574 +30%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$7.87M +$1.15M +37,659 +17%
BFG
54
Beacon Financial Group
Texas
$7.61M -$331K -10,824 -4%
HAC
55
Harbor Advisory Corp
New Hampshire
$7.42M -$185K -6,045 -2%
TB
56
Treynor Bancshares
Iowa
$7.34M +$2.21M +72,061 +43%
OWA
57
Outlook Wealth Advisors
Texas
$7.28M +$4.58M +149,768 +170%
NC
58
NewSquare Capital
Pennsylvania
$7.08M -$173K -5,660 -2%
AA
59
Alesco Advisors
New York
$7.05M -$1.34M -43,912 -16%
RA
60
RFG Advisory
Alabama
$6.75M +$763K +24,932 +13%
SPIA
61
Steward Partners Investment Advisory
New York
$6.41M +$299K +9,753 +5%
KAS
62
Kestra Advisory Services
Texas
$6.31M +$3.98M +129,965 +171%
AI
63
Atria Investments
North Carolina
$6.26M -$1.53M -49,973 -20%
AP
64
Appleton Partners
Massachusetts
$6.25M +$113K +3,691 +2%
CIA
65
Capital Investment Advisors
Georgia
$6.18M -$278K -9,065 -4%
CA
66
Calton & Associates
Florida
$6.18M +$6.18M +201,953 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$6M +$5.78M +188,769 +2,511%
TB
68
Terril Brothers
Missouri
$5.86M -$193K -6,300 -3%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$5.7M +$168K +5,491 +3%
Mariner
70
Mariner
Kansas
$5.48M -$377K -12,321 -6%
MML Investors Services
71
MML Investors Services
Massachusetts
$5.34M +$950K +31,044 +22%
CAGAS
72
Capital Advisory Group Advisory Services
Minnesota
$5.34M +$298K +9,725 +6%
CW
73
Connectus Wealth
Ohio
$5.19M +$597K +19,513 +13%
CTC
74
Central Trust Company
Missouri
$5.11M -$345K -11,264 -6%
WWM
75
WJ Wealth Management
Arizona
$4.73M -$197K -6,434 -4%

FLRN Hedge Fund Activity: Q4 2023 in Review

326 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2023, worth a combined $1.78B — up 4.4% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FLRN positions and 31 closed out — a net gain of 13 holders — while 99 added to existing stakes and 137 trimmed.

The largest buyer was Jane Street, adding an estimated $41.1M. The largest seller was Ocean Park Asset Management, cutting an estimated $13.1M.

  • 326 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2023, up from 314 in Q3 2023.
  • Funds reported $1.78B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2023, up 4.4% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2023 and 31 closed out, a net change of +13 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2023 was Jane Street, an estimated $41.1M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2023 was Ocean Park Asset Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2023.