We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

253 hedge funds and large institutions have $2.36B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 15

163% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 48

19% more capital invested

Capital invested by funds: $1.98B → $2.36B (+$385M)

17% more funds holding

Funds holding: 217253 (+36)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.24% more ownership

Funds ownership: 58.23%58.47% (+0.24%)

Holders
253
Holders Change
+36
Holders Change %
+16.59%
% of All Funds
5.78%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.73%
New
52
Increased
126
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFT
101
Providence First Trust
Arizona
$3.15M +$3.14M +102,162 New
AP
102
Appleton Partners
Massachusetts
$3.14M +$1.9M +61,775 +153%
AG
103
Advisor Group
Arizona
$3.04M +$413K +13,443 +16%
ACM
104
AlphaStar Capital Management
North Carolina
$3.01M -$2.31M -74,960 -43%
NEIRG
105
New England Investment & Retirement Group
Massachusetts
$2.95M +$1.5M +48,909 +105%
UBS AM
106
UBS AM
Illinois
$2.78M -$136K -4,424 -5%
FIM
107
Freedom Investment Management
Connecticut
$2.73M -$61K -1,984 -2%
LCC
108
Lincoln Capital Corp
Rhode Island
$2.68M +$2.68M +87,183 New
SI
109
SimpliFi Inc
California
$2.66M +$1.47M +47,673 +123%
ACP
110
Aveo Capital Partners
Colorado
$2.53M +$2.53M +82,162 New
HH
111
Hilltop Holdings
Texas
$2.52M -$32.7K -1,064 -1%
CT
112
Coastline Trust
Rhode Island
$2.4M +$634K +20,620 +36%
EGA
113
Eagle Global Advisors
Texas
$2.3M +$935K +30,396 +68%
RA
114
RFG Advisory
Alabama
$2.27M +$2.27M +73,791 New
MHS
115
M Holdings Securities
Oregon
$2.23M +$2.23M +72,404 New
LFGH
116
Lee Financial Group Hawaii
Hawaii
$2.17M -$3.05M -99,092 -58%
IIC
117
Ironwood Investment Counsel
Arizona
$2.06M -$899K -29,225 -30%
RFO
118
RiverGlades Family Offices
Florida
$2.05M +$112K +3,645 +6%
VIM
119
Vista Investment Management
Pennsylvania
$2.02M +$1.35M +43,822 +202%
DP
120
Denver PWM
Colorado
$2M +$2.01M +65,356 New
RJT
121
Raymond James Trust
Florida
$1.96M -$6.89K -224 -0.4%
BFA
122
Beaumont Financial Advisors
Massachusetts
$1.94M +$1.93M +62,868 New
Millennium Management
123
Millennium Management
New York
$1.91M +$1.91M +62,155 New
WS
124
Wela Strategies
Georgia
$1.87M +$1.86M +60,615 New
AFG
125
Albion Financial Group
Utah
$1.82M +$134K +4,357 +8%

FLRN Hedge Fund Activity: Q3 2018 in Review

253 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q3 2018, worth a combined $2.36B — up 19% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FLRN positions and 15 closed out — a net gain of 37 holders — while 126 added to existing stakes and 48 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $83.8M. The largest seller was Orgel Wealth Management, cutting an estimated $130M.

  • 253 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q3 2018, up from 217 in Q2 2018.
  • Funds reported $2.36B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q3 2018, up 19% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q3 2018 and 15 closed out, a net change of +37 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q3 2018 was Jane Street, an estimated $83.8M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q3 2018 was Orgel Wealth Management, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2018.