FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

304 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+26
Holders Change %
+9.35%
% of All Funds
6%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.65%
New
68
Increased
107
Reduced
101
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
AJ Wealth Strategies
New York
+$22M
2
UCI
Uncommon Cents Investing
Wisconsin
+$18.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$14.6M
4
Truist Financial
Truist Financial
North Carolina
+$12.4M
5
RWA
Redhawk Wealth Advisors
Minnesota
+$7.07M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$172M
2
AMH
Apollo Management Holdings
New York
-$147M
3
Ameriprise
Ameriprise
Minnesota
-$39.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$27.8M
5
TWA
Tillar-Wenstrup Advisors
Ohio
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
76
StrategIQ Financial Group
Indiana
$6.35M +$28.2K +917 +0.4%
TB
77
Terril Brothers
Missouri
$6.22M +$3.05M +99,292 +96%
CWM
78
Cabot Wealth Management
Massachusetts
$6.04M +$131K +4,271 +2%
WB
79
Webster Bank
Connecticut
$5.99M -$72.3K -2,352 -1%
AWM
80
AE Wealth Management
Kansas
$5.79M +$1.04M +33,774 +22%
SS
81
Simplicity Solutions
Minnesota
$5.36M +$928K +30,207 +21%
EVM
82
Eaton Vance Management
Massachusetts
$5.36M – – –
DCM
83
DeGreen Capital Management
Arizona
$5.27M +$719K +23,401 +16%
AWM
84
Argent Wealth Management
Massachusetts
$5.18M +$5.18M +168,508 New
TC
85
Telemus Capital
Michigan
$5.16M -$556K -18,105 -10%
EGA
86
Eagle Global Advisors
Texas
$4.91M +$130K +4,228 +3%
DAS
87
Dynamic Advisor Solutions
Arizona
$4.85M +$325K +10,570 +7%
OPA
88
Old Port Advisors
Maine
$4.84M +$520K +16,935 +12%
CAGAS
89
Capital Advisory Group Advisory Services
Minnesota
$4.68M -$2.96M -96,310 -39%
AMH
90
Apollo Management Holdings
New York
$4.61M -$147M -4,790,758 -97%
VIM
91
Vista Investment Management
Pennsylvania
$4.56M +$451K +14,689 +11%
HCM
92
Hollencrest Capital Management
California
$4.38M -$12.2K -396 -0.3%
BCI
93
Brinker Capital Investments
Pennsylvania
$4.15M – – –
MML Investors Services
94
MML Investors Services
Massachusetts
$3.98M -$102K -3,321 -2%
GWM
95
Greenwich Wealth Management
Connecticut
$3.93M +$124K +4,020 +3%
Bank of New York Mellon
96
Bank of New York Mellon
New York
$3.92M -$528K -17,192 -12%
APW
97
Aurora Private Wealth
New Jersey
$3.81M +$3.81M +123,848 New
CA
98
Calton & Associates
Florida
$3.72M +$673K +21,909 +22%
AG
99
Advisor Group
Arizona
$3.48M +$231K +7,505 +7%
IAP
100
Indie Asset Partners
Indiana
$3.19M +$3.19M +103,630 New
2 3
4
5 6