FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

313 hedge funds and large institutions have $1.56B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.53%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
31
Increased
116
Reduced
108
Closed
39
Calls
$43K
Puts
$6K
Net Calls
+$37K
Net Calls Change
+$370K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$77.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46.9M
3
LPL Financial
3
LPL Financial
California
$70.6M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$105M
5
State Street
5
State Street
Massachusetts
$35.4M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$57M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.3M
3
MNA
3
Manning & Napier Advisors
New York
$0
4
FAG
4
Fortitude Advisory Group
Washington
$0
5
WCM
5
Wealthcare Capital Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$3.14M +$113K +3,650 +4%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$3.09M -$2.84M -92,098 -48%
NECFA
78
New England Capital Financial Advisors
Connecticut
$3.07M +$143K +4,649 +5%
Truist Financial
79
Truist Financial
North Carolina
$3.04M -$10.6M -345,201 -78%
DJSG
80
D.J. St. Germain
Massachusetts
$2.99M -$38.9K -1,260 -1%
SFS
81
Sowell Financial Services
Arkansas
$2.88M -$929K -30,116 -24%
AWM
82
Aries Wealth Management
Maine
$2.81M +$257K +8,340 +10%
GC
83
Gould Capital
Washington
$2.8M +$121K +3,915 +4%
PIWA
84
Prevail Innovative Wealth Advisors
Kansas
$2.65M +$400K +12,966 +18%
WFA
85
Websterrogers Financial Advisors
South Carolina
$2.59M -$252K -8,168 -9%
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$2.54M +$1.44M +46,715 +131%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$2.46M +$742K +24,050 +43%
Citadel Advisors
88
Citadel Advisors
Florida
$2.3M -$25.4M -822,460 -92%
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$2.26M -$1.8M -58,400 -44%
FNC
90
First National Corp
Massachusetts
$2.21M +$315K +10,206 +17%
WS
91
Wela Strategies
Georgia
$2.15M -$453K -14,669 -17%
HPC
92
Hobart Private Capital
North Carolina
$2.1M +$512K +16,588 +32%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$2.05M +$2.05M +66,417 New
OPA
94
Old Port Advisors
Maine
$2.03M -$142K -4,598 -7%
FA
95
Forefront Analytics
Pennsylvania
$2M -$43.4K -1,406 -2%
HH
96
Hilltop Holdings
Texas
$1.92M -$301K -9,744 -14%
AWS
97
Atria Wealth Solutions
New York
$1.9M -$140K -4,539 -7%
TCM
98
Tradewinds Capital Management
Washington
$1.9M -$624K -20,224 -25%
FFA
99
Farther Finance Advisors
California
$1.88M +$674K +21,836 +56%
KPWS
100
Kestra Private Wealth Services
Texas
$1.86M +$205K +6,630 +12%
2 3
4
5 6