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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

350 hedge funds and large institutions have $2.33B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 121 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

14% more capital invested

Capital invested by funds: $2.05B → $2.33B (+$281M)

11% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 121

3% more funds holding

Funds holding: 339350 (+11)

2.58% more ownership

Funds ownership: 69.98%72.55% (+2.6%)

Holders
350
Holders Change
+11
Holders Change %
+3.24%
% of All Funds
5.9%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.77%
New
44
Increased
134
Reduced
121
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WEG
101
World Equity Group
Illinois
$3.37M +$1.71M +56,219 +101%
Financial Engines Advisors
102
Financial Engines Advisors
California
$3.35M -$297K -9,766 -8%
DWA
103
Delos Wealth Advisors
Texas
$3.32M +$1.32M +43,287 +65%
EGA
104
Eagle Global Advisors
Texas
$3.31M -$295K -9,706 -8%
VPW
105
Vericrest Private Wealth
Pennsylvania
$3.07M +$219K +7,193 +8%
OHWP
106
Oak Harbor Wealth Partners
North Carolina
$3.06M -$393K -12,930 -11%
Toronto Dominion Bank
107
Toronto Dominion Bank
Ontario, Canada
$3.01M +$3.04M +100,000 New
BS
108
Banco Santander
Spain
$3M -$444K -14,600 -13%
HIF
109
Hill Island Financial
Michigan
$3M -$523K -17,200 -15%
ARC
110
Advisor Resource Council
Texas
$2.97M +$3M +98,596 New
OWA
111
Outlook Wealth Advisors
Texas
$2.94M +$1.19M +39,267 +67%
BAM
112
Belpointe Asset Management
Nevada
$2.92M +$40.5K +1,333 +1%
BONH
113
Bank of New Hampshire
New Hampshire
$2.89M +$1.61M +52,808 +122%
SC
114
Scotia Capital
Ontario, Canada
$2.68M -$836K -27,510 -24%
AWM
115
Aries Wealth Management
Maine
$2.67M +$2.69M +88,611 New
GC
116
Gould Capital
Washington
$2.55M -$26.4K -867 -1%
KAS
117
Kestra Advisory Services
Texas
$2.44M -$129K -4,239 -5%
BW
118
Bison Wealth
Georgia
$2.42M +$2.26M +74,450 +1,228%
FNC
119
First National Corp
Massachusetts
$2.38M -$13.6K -449 -0.6%
VIM
120
Vista Investment Management
Pennsylvania
$2.36M +$253K +8,340 +12%
HPM
121
Hudson Portfolio Management
New York
$2.18M -$101K -3,311 -4%
CW
122
Connectus Wealth
Ohio
$2.17M +$1.21M +39,652 +122%
MA
123
Montag & Associates
Georgia
$2.17M +$387K +12,747 +22%
KF
124
Krilogy Financial
Missouri
$2.1M -$490K -16,125 -19%
SWM
125
Spire Wealth Management
Virginia
$2.09M +$836K +27,498 +66%

FLRN Hedge Fund Activity: Q2 2022 in Review

350 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2022, worth a combined $2.33B — up 14% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FLRN positions and 27 closed out — a net gain of 17 holders — while 134 added to existing stakes and 121 trimmed.

The largest buyer was Ameriprise, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $33.8M.

  • 350 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2022, up from 339 in Q1 2022.
  • Funds reported $2.33B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2022, up 14% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2022 and 27 closed out, a net change of +17 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2022 was Ameriprise, an estimated $189M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2022 was Morgan Stanley, an estimated $33.8M sold.

Based on aggregated 13F filings for Q2 2022.