State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
101 hedge funds and large institutions have $499M invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 5 closing their positions.
440% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 5
144% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 18
26% more funds holding
Funds holding: 80 → 101 (+21)
22% more capital invested
Capital invested by funds: $409M → $499M (+$89.8M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.73% less ownership
Funds ownership: 41.56% → 40.83% (-0.73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$24.7M |
| 2 |
Morgan Stanley
New York
|
+$12.5M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$11.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$9.91M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$7.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Baring Asset Management
London,
United Kingdom
|
-$9.02M |
| 2 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$4.99M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.91M |
| 4 |
Bank of New York Mellon
New York
|
-$2.53M |
| 5 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$1.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFA
101
Pinnacle Family Advisors
Springfield,
Missouri
| – | -$486K | -15,824 | Closed |
|
|
PPSG
102
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| – | -$368K | -11,990 | Closed |
|
|
LI
103
LVZ Inc
Holland,
Michigan
| – | -$290K | -9,442 | Closed |
|
104
SEI Investments
Oaks,
Pennsylvania
| – | +$61 | +2 | New |
|
FLRN Hedge Fund Activity: Q2 2017 in Review
101 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2017, worth a combined $499M — up 22% from $409M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FLRN positions and 5 closed out — a net gain of 22 holders — while 44 added to existing stakes and 18 trimmed.
The largest buyer was Avantax Planning Partners, adding an estimated $24.7M. The largest seller was Baring Asset Management, exiting entirely with an estimated $9.02M sold.
- 101 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2017, up from 80 in Q1 2017.
- Funds reported $499M of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2017, up 22% quarter-over-quarter.
- 27 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2017 and 5 closed out, a net change of +22 holders.
- The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2017 was Avantax Planning Partners, an estimated $24.7M added.
- The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2017 was Baring Asset Management, an estimated $9.02M sold.
Based on aggregated 13F filings for Q2 2017.