FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

326 hedge funds and large institutions have $1.55B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+13
Holders Change %
+4.15%
% of All Funds
4.34%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
54
Increased
110
Reduced
109
Closed
36
Calls
$1.19M
Puts
$937K
Net Calls
+$249K
Net Calls Change
+$212K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$155M
2
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$32.8M
3
AF
3
Allworth Financial
California
$11.6M
4
SIM
4
Stratos Investment Management
Ohio
$25.2M
5
AA
5
Advisory Alpha
Michigan
$21.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$34.8M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$26.4M
3
AIM
3
Astor Investment Management
Illinois
$2.09K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28.4M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Alesco Advisors
New York
$7.13M -$93.4K -3,039 -1%
FFG
52
Fiduciary Financial Group
California
$7.12M +$169K +5,499 +2%
CC
53
Courier Capital
New York
$7.06M +$86K +2,797 +1%
SPIA
54
Steward Partners Investment Advisory
New York
$7.06M -$1.6K -52 -0%
RA
55
RFG Advisory
Alabama
$6.88M +$29.3K +953 +0.4%
CA
56
Calton & Associates
Florida
$6.79M +$1.32M +42,902 +24%
CAGAS
57
Capital Advisory Group Advisory Services
Minnesota
$6.62M +$879K +28,600 +15%
HighTower Advisors
58
HighTower Advisors
Illinois
$6.57M -$16.9M -548,343 -72%
FAG
59
Fortitude Advisory Group
Washington
$6.35M +$6.35M +206,571 New
Baird Financial Group
60
Baird Financial Group
Wisconsin
$6.05M -$512K -16,676 -8%
CA
61
Cannon Advisors
North Carolina
$5.94M -$134K -4,365 -2%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$5.9M -$1.37M -44,628 -19%
SC
63
Sykon Capital
New York
$5.62M -$2.66M -86,528 -32%
AC
64
AlphaCore Capital
California
$5.38M +$5.38M +175,210 New
CIA
65
Capital Investment Advisors
Georgia
$5.38M -$118K -3,834 -2%
BFG
66
Beacon Financial Group
Texas
$5.35M -$848K -27,579 -14%
BMD
67
Better Money Decisions
New Mexico
$5.27M +$178K +5,799 +3%
RFO
68
RiverGlades Family Offices
Florida
$5.1M +$445K +14,478 +10%
FA
69
Forefront Analytics
Pennsylvania
$4.92M +$2.92M +95,171 +147%
MML Investors Services
70
MML Investors Services
Massachusetts
$4.45M +$1.33M +43,247 +43%
TB
71
Terril Brothers
Missouri
$4.42M -$140K -4,550 -3%
EGA
72
Eagle Global Advisors
Texas
$4.38M +$29.2K +950 +0.7%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$4.38M +$4.38M +142,239 New
BWM
74
BCS Wealth Management
Tennessee
$4.24M +$438K +14,267 +12%
Creative Planning
75
Creative Planning
Kansas
$3.77M -$130K -4,230 -3%
1 2
3
4 5