State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
329 hedge funds and large institutions have $1.55B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 36 closing their positions.
53% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 36
27% more call options, than puts
Call options by funds: $1.19M | Put options by funds: $937K
9% more funds holding in top 10
Funds holding in top 10: 22 → 24 (+2)
4% more funds holding
Funds holding: 315 → 329 (+14)
0% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 110
1% less capital invested
Capital invested by funds: $1.56B → $1.55B (-$13.8M)
2.77% less ownership
Funds ownership: 66.39% → 63.62% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$50.3M |
| 2 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
+$12.9M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$11.6M |
| 4 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$7.12M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$7.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$42.7M |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$30.4M |
| 3 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$19.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.3M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$16.9M |
FLRN Hedge Fund Activity: Q4 2024 in Review
329 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2024, worth a combined $1.55B — down 0.89% from $1.56B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new FLRN positions and 36 closed out — a net gain of 19 holders — while 110 added to existing stakes and 110 trimmed.
The largest buyer was Wealthfront Advisers, adding an estimated $50.3M. The largest seller was Wells Fargo, cutting an estimated $42.7M.
- 329 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2024, up from 315 in Q3 2024.
- Funds reported $1.55B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2024, down 0.89% quarter-over-quarter.
- 55 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2024 and 36 closed out, a net change of +19 holders.
- The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2024 was Wealthfront Advisers, an estimated $50.3M added.
- The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2024 was Wells Fargo, an estimated $42.7M sold.
Based on aggregated 13F filings for Q4 2024.