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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

253 hedge funds and large institutions have $2.36B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 15

163% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 48

19% more capital invested

Capital invested by funds: $1.98B → $2.36B (+$385M)

17% more funds holding

Funds holding: 217253 (+36)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.24% more ownership

Funds ownership: 58.23%58.47% (+0.24%)

Holders
253
Holders Change
+36
Holders Change %
+16.59%
% of All Funds
5.78%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.73%
New
52
Increased
126
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$6.11M +$3.48M +113,005 +131%
BA
77
Boston Advisors
Massachusetts
$6.08M -$118K -3,838 -2%
DIA
78
Dean Investment Associates
Ohio
$6.07M +$90.3K +2,936 +2%
WMG
79
WESCAP Management Group
California
$6.07M -$666K -21,651 -10%
SBL
80
Sargent Bickham Lagudis
Colorado
$5.81M -$395K -12,848 -6%
LTFS
81
Ladenburg Thalmann Financial Services
Florida
$5.66M +$3.05M +99,147 +117%
SWP
82
Strategic Wealth Partners
Ohio
$4.98M +$356K +11,562 +8%
HA
83
Harborview Advisors
Maine
$4.97M +$1.47M +47,913 +42%
SFG
84
StrategIQ Financial Group
Indiana
$4.83M +$2.16M +70,300 +81%
SPIA
85
Steward Partners Investment Advisory
New York
$4.6M +$165K +5,375 +4%
RBC
86
Roble Belko & Company
Pennsylvania
$4.41M
HCM
87
Hollencrest Capital Management
California
$4.36M +$3.35M +108,884 +330%
CFIA
88
Cantor Fitzgerald Investment Advisors
New York
$4.16M +$2.15M +69,774 +107%
CWM
89
Cornerstone Wealth Management
Missouri
$4.14M +$739K +24,025 +23%
CAN
90
Cetera Advisor Networks
California
$4.04M +$875K +28,458 +28%
DAS
91
Dynamic Advisor Solutions
Arizona
$4.03M +$1.13M +36,815 +39%
TB
92
Terril Brothers
Missouri
$4.02M +$159K +5,165 +4%
KBFS
93
Kohmann Bosshard Financial Services
Ohio
$3.92M +$487K +15,829 +14%
JSA
94
Jacobson & Schmitt Advisors
Wisconsin
$3.85M +$30.1K +978 +0.8%
AWMG
95
Alliance Wealth Management Group
New Jersey
$3.51M +$437K +14,214 +14%
TCM
96
Towercrest Capital Management
Pennsylvania
$3.51M +$437K +14,214 +14%
PAG
97
Private Advisor Group
New Jersey
$3.5M +$2.9M +94,333 +491%
PA
98
Pinnacle Associates
New York
$3.43M +$986K +32,054 +40%
AF
99
Advisornet Financial
Minnesota
$3.26M +$372K +12,094 +13%
GC
100
Guggenheim Capital
Illinois
$3.21M +$1.72M +56,068 +116%

FLRN Hedge Fund Activity: Q3 2018 in Review

253 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q3 2018, worth a combined $2.36B — up 19% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FLRN positions and 15 closed out — a net gain of 37 holders — while 126 added to existing stakes and 48 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $83.8M. The largest seller was Orgel Wealth Management, cutting an estimated $130M.

  • 253 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q3 2018, up from 217 in Q2 2018.
  • Funds reported $2.36B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q3 2018, up 19% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q3 2018 and 15 closed out, a net change of +37 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q3 2018 was Jane Street, an estimated $83.8M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q3 2018 was Orgel Wealth Management, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2018.