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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

322 hedge funds and large institutions have $1.72B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 132 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 91

13% more call options, than puts

Call options by funds: $740K | Put options by funds: $656K

11% more capital invested

Capital invested by funds: $1.55B → $1.72B (+$169M)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

2% less funds holding

Funds holding: 329322 (-7)

2.3% less ownership

Funds ownership: 63.62%61.32% (-2.3%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
322
Holders Change
-7
Holders Change %
-2.13%
% of All Funds
4.32%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
32
Increased
132
Reduced
91
Closed
31
Calls
$740K
Puts
$656K
Net Calls
+$84K
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$7.82M +$251K +8,147 +3%
FFG
52
Fiduciary Financial Group
California
$7.74M +$716K +23,235 +10%
HAC
53
Harbor Advisory Corp
New Hampshire
$7.61M -$286K -9,300 -4%
AA
54
Alesco Advisors
New York
$7.6M +$457K +14,829 +6%
CAGAS
55
Capital Advisory Group Advisory Services
Minnesota
$7.48M +$835K +27,105 +13%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$7.38M -$486K -15,766 -6%
CA
57
Calton & Associates
Florida
$6.93M +$117K +3,806 +2%
SPIA
58
Steward Partners Investment Advisory
New York
$6.9M -$175K -5,689 -2%
CC
59
Courier Capital
New York
$6.9M -$187K -6,056 -3%
CAS
60
Coppell Advisory Solutions
Texas
$6.8M +$6.81M +221,078 New
MML Investors Services
61
MML Investors Services
Massachusetts
$6.76M +$2.29M +74,401 +51%
HighTower Advisors
62
HighTower Advisors
Illinois
$6.47M -$116K -3,752 -2%
ARC
63
Advisor Resource Council
Texas
$6.37M +$6.67M +216,429 New
Baird Financial Group
64
Baird Financial Group
Wisconsin
$6M -$73.5K -2,385 -1%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$5.91M +$2.25M +73,080 +62%
BMD
66
Better Money Decisions
New Mexico
$5.9M +$610K +19,808 +12%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$5.87M -$47.8K -1,551 -0.8%
RFO
68
RiverGlades Family Offices
Florida
$5.58M +$473K +15,354 +9%
CIA
69
Capital Investment Advisors
Georgia
$5.38M -$20.1K -652 -0.4%
JP Morgan Chase
70
JP Morgan Chase
New York
$5.34M +$2.4M +77,894 +82%
AC
71
AlphaCore Capital
California
$4.87M -$531K -17,252 -10%
HPC
72
Hobart Private Capital
North Carolina
$4.73M +$2.27M +73,747 +93%
MFG
73
Merit Financial Group
Georgia
$4.65M +$4.29M +139,263 +1,204%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$4.38M
Mariner
75
Mariner
Kansas
$4.18M +$658K +21,370 +19%

FLRN Hedge Fund Activity: Q1 2025 in Review

322 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q1 2025, worth a combined $1.72B — up 11% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FLRN positions and 31 closed out — a net gain of 1 holder — while 132 added to existing stakes and 91 trimmed.

The largest buyer was IHT Wealth Management, adding an estimated $28.4M. The largest seller was Fortitude Advisory Group, exiting entirely with an estimated $6.35M sold.

  • 322 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q1 2025, down from 329 in Q4 2024.
  • Funds reported $1.72B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q1 2025 and 31 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q1 2025 was IHT Wealth Management, an estimated $28.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q1 2025 was Fortitude Advisory Group, an estimated $6.35M sold.

Based on aggregated 13F filings for Q1 2025.