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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

322 hedge funds and large institutions have $1.72B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 132 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 91

13% more call options, than puts

Call options by funds: $740K | Put options by funds: $656K

11% more capital invested

Capital invested by funds: $1.55B → $1.72B (+$169M)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

2% less funds holding

Funds holding: 329 → 322 (-7)

2.3% less ownership

Funds ownership: 63.62% → 61.32% (-2.3%)

4% less funds holding in top 10

Funds holding in top 10: 24 → 23 (-1)

Holders
322
Holders Change
-7
Holders Change %
-2.13%
% of All Funds
4.32%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
32
Increased
132
Reduced
91
Closed
31
Calls
$740K
Puts
$656K
Net Calls
+$84K
Net Calls Change
-$165K

Top Buyers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
+$28.4M
2
MAM
Milestone Asset Management
Pennsylvania
+$23.4M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$20M
4
Ameriprise
Ameriprise
Minnesota
+$12.2M
5
Osaic Holdings
Osaic Holdings
Arizona
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
FAG
Fortitude Advisory Group
Washington
-$6.35M
2
FA
Forefront Analytics
Pennsylvania
-$4.92M
3
BFG
Beacon Financial Group
Texas
-$4.62M
4
State Street
State Street
Massachusetts
-$4.2M
5
AA
Armis Advisers
Georgia
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
76
Flagship Harbor Advisors
Massachusetts
$4.13M +$2.97M +96,447 +256%
EGA
77
Eagle Global Advisors
Texas
$4.03M -$362K -11,760 -8%
SFS
78
Sowell Financial Services
Arkansas
$3.93M +$310K +10,081 +9%
TB
79
Terril Brothers
Missouri
$3.9M -$533K -17,320 -12%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$3.75M +$287K +9,325 +8%
AIM
81
Avity Investment Management
Connecticut
$3.73M +$902K +29,300 +32%
GCM
82
Generation Capital Management
New York
$3.71M +$129K +4,175 +4%
MA
83
MONECO Advisors
Connecticut
$3.7M +$125K +4,074 +4%
Creative Planning
84
Creative Planning
Kansas
$3.66M -$124K -4,029 -3%
FFA
85
Farther Finance Advisors
California
$3.57M +$1.21M +39,238 +51%
BWM
86
BCS Wealth Management
Tennessee
$3.55M -$704K -22,846 -17%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$3.41M +$2.61M +84,782 +327%
AWS
88
Atria Wealth Solutions
New York
$3.32M +$1.05M +34,000 +46%
AWM
89
Aries Wealth Management
Maine
$3.32M +$105K +3,405 +3%
Truist Financial
90
Truist Financial
North Carolina
$3.25M +$251K +8,136 +8%
CTC
91
Central Trust Company
Missouri
$3.23M -$102K -3,327 -3%
NECFA
92
New England Capital Financial Advisors
Connecticut
$3.16M -$32.6K -1,059 -1%
UCB
93
United Community Bank
South Carolina
$3.12M -$389K -12,636 -11%
KPWS
94
Kestra Private Wealth Services
Texas
$3.09M +$790K +25,633 +34%
GC
95
Gould Capital
Washington
$3.05M +$109K +3,554 +4%
TIP
96
Tandem Investment Partners
New Jersey
$2.97M -$60.8K -1,975 -2%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$2.89M +$416K +13,500 +17%
SA
98
Sovran Advisors
California
$2.83M +$2.44M +79,335 +612%
HH
99
Hilltop Holdings
Texas
$2.67M +$798K +25,904 +43%
WFA
100
Websterrogers Financial Advisors
South Carolina
$2.65M +$24.2K +786 +0.9%
2 3
4
5 6

FLRN Hedge Fund Activity: Q1 2025 in Review

322 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q1 2025, worth a combined $1.72B — up 11% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FLRN positions and 31 closed out — a net gain of 1 holder — while 132 added to existing stakes and 91 trimmed.

The largest buyer was IHT Wealth Management, adding an estimated $28.4M. The largest seller was Fortitude Advisory Group, exiting entirely with an estimated $6.35M sold.

  • 322 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q1 2025, down from 329 in Q4 2024.
  • Funds reported $1.72B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q1 2025 and 31 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q1 2025 was IHT Wealth Management, an estimated $28.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q1 2025 was Fortitude Advisory Group, an estimated $6.35M sold.

Based on aggregated 13F filings for Q1 2025.