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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

325 hedge funds and large institutions have $1.7B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

7% more capital invested

Capital invested by funds: $1.59B → $1.7B (+$116M)

2% more funds holding

Funds holding: 319325 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

0.41% less ownership

Funds ownership: 69.15%68.73% (-0.41%)

2% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 118

89% less call options, than puts

Call options by funds: $43K | Put options by funds: $376K

Holders
325
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
4.69%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
39
Increased
116
Reduced
118
Closed
29
Calls
$43K
Puts
$376K
Net Calls
-$333K
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
76
Central Trust Company
Missouri
$4.41M -$366K -11,895 -8%
FF
77
Friedenthal Financial
New Jersey
$4.34M +$4.32M +140,256 +24,058%
RFO
78
RiverGlades Family Offices
Florida
$4.34M +$551K +17,916 +15%
FHA
79
Flagship Harbor Advisors
Massachusetts
$4.2M +$2.68M +87,175 +178%
AI
80
Atria Investments
North Carolina
$4.2M -$2.27M -73,660 -35%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$4.16M +$110K +3,566 +3%
EGA
82
Eagle Global Advisors
Texas
$4.15M +$326K +10,585 +9%
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$4.06M +$4.05M +131,500 New
Creative Planning
84
Creative Planning
Kansas
$4.01M -$277K -9,009 -6%
PCM
85
Parsons Capital Management
Rhode Island
$3.93M +$20.8K +675 +0.5%
Mariner
86
Mariner
Kansas
$3.82M -$327K -10,633 -8%
SFS
87
Sowell Financial Services
Arkansas
$3.81M -$25.3K -821 -0.7%
BWM
88
BCS Wealth Management
Tennessee
$3.75M +$764K +24,836 +26%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$3.63M +$2.1M +68,172 +138%
ASFA
90
All Season Financial Advisors
Colorado
$3.63M +$2.66M +86,342 +277%
MA
91
MONECO Advisors
Connecticut
$3.48M -$216K -7,004 -6%
PFS
92
Prospera Financial Services
Texas
$3.22M -$334K -10,842 -9%
BMD
93
Better Money Decisions
New Mexico
$3.13M +$198K +6,435 +7%
DJSG
94
D.J. St. Germain
Massachusetts
$3.03M -$103K -3,355 -3%
MML Investors Services
95
MML Investors Services
Massachusetts
$3.02M -$828K -26,888 -22%
NECFA
96
New England Capital Financial Advisors
Connecticut
$2.93M +$114K +3,698 +4%
WFA
97
Websterrogers Financial Advisors
South Carolina
$2.84M -$314K -10,207 -10%
GC
98
Gould Capital
Washington
$2.68M -$52.1K -1,693 -2%
WS
99
Wela Strategies
Georgia
$2.6M +$50.7K +1,646 +2%
AWM
100
Aries Wealth Management
Maine
$2.55M +$33.9K +1,100 +1%

FLRN Hedge Fund Activity: Q2 2024 in Review

325 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2024, worth a combined $1.7B — up 7.3% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FLRN positions and 29 closed out — a net gain of 10 holders — while 116 added to existing stakes and 118 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $52.8M. The largest seller was Wells Fargo, cutting an estimated $17.2M.

  • 325 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2024, up from 319 in Q1 2024.
  • Funds reported $1.7B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2024 and 29 closed out, a net change of +10 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $52.8M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2024 was Wells Fargo, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2024.