We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

101 hedge funds and large institutions have $499M invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 5

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

26% more funds holding

Funds holding: 80101 (+21)

22% more capital invested

Capital invested by funds: $409M → $499M (+$89.8M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.73% less ownership

Funds ownership: 41.56%40.83% (-0.73%)

Holders
101
Holders Change
+21
Holders Change %
+26.25%
% of All Funds
2.52%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
27
Increased
44
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$250K -$6.66K -217 -3%
AIA
77
Allegis Investment Advisors
Idaho
$238K -$288K -9,393 -55%
FA
78
FDx Advisors
Illinois
$225K +$225K +7,313 New
SB
79
Suntrust Banks
Georgia
$206K
OIA
80
OneDigital Investment Advisors
Kansas
$200K +$200K +6,500 New
ASN
81
Advisory Services Network
Georgia
$141K +$491 +16 +0.3%
PWM
82
Perigon Wealth Management
California
$108K +$94.7K +3,085 +701%
US Bancorp
83
US Bancorp
Minnesota
$77K
IA
84
IFP Advisors
Florida
$72K +$61.4K +2,000 +568%
Creative Planning
85
Creative Planning
Kansas
$61K
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$46K +$45.9K +1,494 New
AA
87
AlphaMark Advisors
Kentucky
$43K
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$33K +$33K +1,075 New
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26K -$56.1K -1,826 -69%
SF
90
Synovus Financial
Georgia
$17K +$17.4K +566 New
GWM
91
Geneos Wealth Management
Colorado
$12K +$31 +1 +0.3%
PG
92
Patten Group
Tennessee
$12K +$2.3K +75 +23%
RFWA
93
RPg Family Wealth Advisory
Massachusetts
$11.4K
IF
94
Ironwood Financial
Arizona
$8K
AIM
95
Advantage Investment Management
Iowa
$6K +$6.14K +200 New
BFEC
96
Benjamin F. Edwards & Company
Missouri
$4K +$3.96K +129 New
IWM
97
IHT Wealth Management
Illinois
$34
Walleye Trading
98
Walleye Trading
New York
$15 +$15K +490 New
BAM
99
Baring Asset Management
United Kingdom
-$9.02M -293,518 Closed
IAA
100
Independent Advisor Alliance
North Carolina
-$1.47M -47,723 Closed

FLRN Hedge Fund Activity: Q2 2017 in Review

101 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2017, worth a combined $499M — up 22% from $409M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FLRN positions and 5 closed out — a net gain of 22 holders — while 44 added to existing stakes and 18 trimmed.

The largest buyer was Avantax Planning Partners, adding an estimated $24.7M. The largest seller was Baring Asset Management, exiting entirely with an estimated $9.02M sold.

  • 101 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2017, up from 80 in Q1 2017.
  • Funds reported $499M of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2017, up 22% quarter-over-quarter.
  • 27 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2017 and 5 closed out, a net change of +22 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2017 was Avantax Planning Partners, an estimated $24.7M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2017 was Baring Asset Management, an estimated $9.02M sold.

Based on aggregated 13F filings for Q2 2017.