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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

329 hedge funds and large institutions have $1.55B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

27% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $937K

9% more funds holding in top 10

Funds holding in top 10: 22 → 24 (+2)

4% more funds holding

Funds holding: 315 → 329 (+14)

0% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 110

1% less capital invested

Capital invested by funds: $1.56B → $1.55B (-$13.8M)

2.77% less ownership

Funds ownership: 66.39% → 63.62% (-2.8%)

Holders
329
Holders Change
+14
Holders Change %
+4.44%
% of All Funds
4.33%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
55
Increased
110
Reduced
110
Closed
36
Calls
$1.19M
Puts
$937K
Net Calls
+$249K
Net Calls Change
+$212K

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$50.3M
2
CFMC
Curbstone Financial Management Corp
New Hampshire
+$12.9M
3
AF
Allworth Financial
California
+$11.6M
4
SIM
Stratos Investment Management
Ohio
+$7.12M
5
AA
Advisory Alpha
Michigan
+$7.02M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$42.7M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$30.4M
3
AIM
Astor Investment Management
Illinois
-$19.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.3M
5
HighTower Advisors
HighTower Advisors
Illinois
-$16.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$3.65M +$3.65M +118,727 New
SFS
77
Sowell Financial Services
Arkansas
$3.61M +$749K +24,363 +26%
MA
78
MONECO Advisors
Connecticut
$3.57M +$27.3K +887 +0.8%
GCM
79
Generation Capital Management
New York
$3.57M +$3.57M +116,100 New
Mariner
80
Mariner
Kansas
$3.51M -$186K -6,047 -5%
UCB
81
United Community Bank
South Carolina
$3.5M -$4.92K -160 -0.1%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$3.45M +$3.36M +109,096 +3,550%
AA
83
Armis Advisers
Georgia
$3.35M +$3.35M +109,041 New
CTC
84
Central Trust Company
Missouri
$3.33M -$142K -4,610 -4%
AWM
85
Aries Wealth Management
Maine
$3.2M +$401K +13,045 +14%
NECFA
86
New England Capital Financial Advisors
Connecticut
$3.19M +$128K +4,171 +4%
TIP
87
Tandem Investment Partners
New Jersey
$3.02M +$3.02M +98,225 New
Truist Financial
88
Truist Financial
North Carolina
$2.99M -$38.8K -1,262 -1%
GC
89
Gould Capital
Washington
$2.93M +$136K +4,430 +5%
JP Morgan Chase
90
JP Morgan Chase
New York
$2.93M +$399K +12,963 +16%
AIM
91
Avity Investment Management
Connecticut
$2.82M +$2.11M +68,558 +296%
WFA
92
Websterrogers Financial Advisors
South Carolina
$2.61M +$32.7K +1,063 +1%
DJSG
93
D.J. St. Germain
Massachusetts
$2.57M -$403K -13,115 -14%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$2.46M +$2.43M +78,979 +6,814%
HPC
95
Hobart Private Capital
North Carolina
$2.45M +$362K +11,782 +17%
MAM
96
Milestone Asset Management
Pennsylvania
$2.45M +$2.45M +79,655 New
HFS
97
Horizon Financial Services
North Carolina
$2.38M +$1.38M +44,862 +138%
FFA
98
Farther Finance Advisors
California
$2.36M +$494K +16,049 +26%
KPWS
99
Kestra Private Wealth Services
Texas
$2.29M +$440K +14,319 +24%
AWS
100
Atria Wealth Solutions
New York
$2.27M +$375K +12,189 +20%
2 3
4
5 6

FLRN Hedge Fund Activity: Q4 2024 in Review

329 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2024, worth a combined $1.55B — down 0.89% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new FLRN positions and 36 closed out — a net gain of 19 holders — while 110 added to existing stakes and 110 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $50.3M. The largest seller was Wells Fargo, cutting an estimated $42.7M.

  • 329 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2024, up from 315 in Q3 2024.
  • Funds reported $1.55B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2024, down 0.89% quarter-over-quarter.
  • 55 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2024 and 36 closed out, a net change of +19 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2024 was Wealthfront Advisers, an estimated $50.3M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2024 was Wells Fargo, an estimated $42.7M sold.

Based on aggregated 13F filings for Q4 2024.