We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

315 hedge funds and large institutions have $1.56B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 109 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

617% more call options, than puts

Call options by funds: $43K | Put options by funds: $6K

7% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 109

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

2.34% less ownership

Funds ownership: 68.73%66.39% (-2.3%)

3% less funds holding

Funds holding: 325315 (-10)

8% less capital invested

Capital invested by funds: $1.7B → $1.56B (-$141M)

23% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 39

Holders
315
Holders Change
-10
Holders Change %
-3.08%
% of All Funds
4.52%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
30
Increased
117
Reduced
109
Closed
39
Calls
$43K
Puts
$6K
Net Calls
+$37K
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$6.93M +$2.73M +88,644 +65%
FFG
52
Fiduciary Financial Group
California
$6.93M +$194K +6,309 +3%
RA
53
RFG Advisory
Alabama
$6.88M -$1.35M -43,966 -16%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$6.59M -$119K -3,862 -2%
AP
55
Appleton Partners
Massachusetts
$6.41M +$321K +10,437 +5%
BWM
56
Buska Wealth Management
Wisconsin
$6.36M +$1.27M +41,177 +25%
BFG
57
Beacon Financial Group
Texas
$6.22M -$274K -8,896 -4%
CA
58
Cannon Advisors
North Carolina
$6.09M +$6.08M +197,644 New
CAGAS
59
Capital Advisory Group Advisory Services
Minnesota
$5.77M +$72.6K +2,360 +1%
CIA
60
Capital Investment Advisors
Georgia
$5.52M -$131K -4,270 -2%
CA
61
Calton & Associates
Florida
$5.5M -$1M -32,511 -15%
IWM
62
IHT Wealth Management
Illinois
$5.41M -$125K -4,049 -2%
BMD
63
Better Money Decisions
New Mexico
$5.11M +$1.98M +64,301 +63%
LCGC
64
Legacy Capital Group California
California
$4.9M +$2.58M +83,724 +112%
RFO
65
RiverGlades Family Offices
Florida
$4.67M +$333K +10,830 +8%
TB
66
Terril Brothers
Missouri
$4.58M -$12.5K -405 -0.3%
Jane Street
67
Jane Street
New York
$4.51M -$500K -16,240 -10%
EGA
68
Eagle Global Advisors
Texas
$4.37M +$225K +7,300 +5%
Creative Planning
69
Creative Planning
Kansas
$3.92M -$94.5K -3,072 -2%
PCM
70
Parsons Capital Management
Rhode Island
$3.87M -$58.1K -1,890 -1%
BWM
71
BCS Wealth Management
Tennessee
$3.82M +$70.6K +2,295 +2%
Mariner
72
Mariner
Kansas
$3.71M -$106K -3,450 -3%
MA
73
MONECO Advisors
Connecticut
$3.56M +$73.3K +2,384 +2%
UCB
74
United Community Bank
South Carolina
$3.52M +$3.41M +110,999 +3,663%
CTC
75
Central Trust Company
Missouri
$3.48M -$923K -30,013 -21%

FLRN Hedge Fund Activity: Q3 2024 in Review

315 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q3 2024, worth a combined $1.56B — down 8.3% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FLRN and 30 opened new positions — a net loss of 9 holders — while 109 trimmed existing stakes and 117 added.

The largest buyer was Wells Fargo, adding an estimated $22.5M. The largest seller was TIAA Trust, National Association, cutting an estimated $41.4M.

  • 315 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q3 2024, down from 325 in Q2 2024.
  • Funds reported $1.56B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q3 2024, down 8.3% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q3 2024 and 39 closed out, a net change of -9 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q3 2024 was Wells Fargo, an estimated $22.5M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $41.4M sold.

Based on aggregated 13F filings for Q3 2024.