State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
305 hedge funds and large institutions have $2.03B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 38 closing their positions.
82% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 38
10% more funds holding
Funds holding: 278 → 305 (+27)
6% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 101
1.85% less ownership
Funds ownership: 61.89% → 60.04% (-1.8%)
6% less funds holding in top 10
Funds holding in top 10: 35 → 33 (-2)
14% less capital invested
Capital invested by funds: $2.35B → $2.03B (-$320M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
AJ Wealth Strategies
New York
|
+$22M |
| 2 |
UCI
Uncommon Cents Investing
Janesville,
Wisconsin
|
+$18.9M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$14.6M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$12.4M |
| 5 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$7.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$172M |
| 2 |
AMH
Apollo Management Holdings
New York
|
-$147M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$39.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$27.8M |
| 5 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
-$16.4M |
FLRN Hedge Fund Activity: Q4 2019 in Review
305 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2019, worth a combined $2.03B — down 14% from $2.35B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new FLRN positions and 38 closed out — a net gain of 31 holders — while 107 added to existing stakes and 101 trimmed.
The largest buyer was AJ Wealth Strategies, opening a new position worth an estimated $22M. The largest seller was Raymond James & Associates, cutting an estimated $172M.
- 305 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2019, up from 278 in Q3 2019.
- Funds reported $2.03B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2019, down 14% quarter-over-quarter.
- 69 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2019 and 38 closed out, a net change of +31 holders.
- The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2019 was AJ Wealth Strategies, an estimated $22M added.
- The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2019 was Raymond James & Associates, an estimated $172M sold.
Based on aggregated 13F filings for Q4 2019.