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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

315 hedge funds and large institutions have $1.56B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 109 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

617% more call options, than puts

Call options by funds: $43K | Put options by funds: $6K

7% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 109

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

2.34% less ownership

Funds ownership: 68.73%66.39% (-2.3%)

3% less funds holding

Funds holding: 325315 (-10)

8% less capital invested

Capital invested by funds: $1.7B → $1.56B (-$141M)

23% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 39

Holders
315
Holders Change
-10
Holders Change %
-3.08%
% of All Funds
4.52%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
30
Increased
117
Reduced
109
Closed
39
Calls
$43K
Puts
$6K
Net Calls
+$37K
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$3.14M +$112K +3,650 +4%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$3.09M -$2.83M -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 -$38.8K -1,260 -1%
SFS
81
Sowell Financial Services
Arkansas
$2.88M -$926K -30,116 -24%
AWM
82
Aries Wealth Management
Maine
$2.81M +$257K +8,340 +10%
GC
83
Gould Capital
Washington
$2.8M +$120K +3,915 +4%
PIWA
84
Prevail Innovative Wealth Advisors
Kansas
$2.65M +$399K +12,966 +18%
WFA
85
Websterrogers Financial Advisors
South Carolina
$2.59M -$251K -8,168 -9%
JP Morgan Chase
86
JP Morgan Chase
New York
$2.54M +$1.44M +46,715 +131%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$2.46M +$740K +24,050 +43%
Citadel Advisors
88
Citadel Advisors
Florida
$2.3M -$25.3M -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 +$314K +10,206 +17%
WS
91
Wela Strategies
Georgia
$2.15M -$451K -14,669 -17%
HPC
92
Hobart Private Capital
North Carolina
$2.1M +$510K +16,588 +32%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$2.05M +$2.04M +66,417 New
OPA
94
Old Port Advisors
Maine
$2.03M -$141K -4,598 -7%
FA
95
Forefront Analytics
Pennsylvania
$2M -$43.2K -1,406 -2%
HH
96
Hilltop Holdings
Texas
$1.92M -$300K -9,744 -14%
AWS
97
Atria Wealth Solutions
New York
$1.9M -$140K -4,539 -7%
TCM
98
Tradewinds Capital Management
Washington
$1.9M -$622K -20,224 -25%
FFA
99
Farther Finance Advisors
California
$1.88M +$672K +21,836 +56%
KPWS
100
Kestra Private Wealth Services
Texas
$1.86M +$204K +6,630 +12%

FLRN Hedge Fund Activity: Q3 2024 in Review

315 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q3 2024, worth a combined $1.56B — down 8.3% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FLRN and 30 opened new positions — a net loss of 9 holders — while 109 trimmed existing stakes and 117 added.

The largest buyer was Wells Fargo, adding an estimated $22.5M. The largest seller was TIAA Trust, National Association, cutting an estimated $41.4M.

  • 315 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q3 2024, down from 325 in Q2 2024.
  • Funds reported $1.56B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q3 2024, down 8.3% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q3 2024 and 39 closed out, a net change of -9 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q3 2024 was Wells Fargo, an estimated $22.5M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $41.4M sold.

Based on aggregated 13F filings for Q3 2024.