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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

348 hedge funds and large institutions have $2.6B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 109 increasing their positions, 148 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

11% more capital invested

Capital invested by funds: $2.33B → $2.6B (+$264M)

3% more funds holding

Funds holding: 338 → 348 (+10)

1.65% more ownership

Funds ownership: 72.21% → 73.86% (+1.7%)

18% less funds holding in top 10

Funds holding in top 10: 44 → 36 (-8)

26% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 148

Holders
348
Holders Change
+10
Holders Change %
+2.96%
% of All Funds
5.59%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.58%
New
51
Increased
109
Reduced
148
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
Tradewinds Capital Management
Washington
+$26.9M
2
Renaissance Technologies
Renaissance Technologies
New York
+$21.4M
3
LPL Financial
LPL Financial
California
+$14.3M
4
OIA
OneDigital Investment Advisors
Kansas
+$12.2M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$12.1M

Top Sellers

Rank Fund Capital Flow
1
DCM
Davidson Capital Management
Texas
-$43.6M
2
Wells Fargo
Wells Fargo
California
-$36.1M
3
TF
TIAA FSB
Florida
-$25.3M
4
APW
Aurora Private Wealth
New Jersey
-$24.1M
5
RA
RFG Advisory
Alabama
-$22.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
101
Smart Money Group
Texas
$3.42M +$101K +3,345 +3%
State Street
102
State Street
Massachusetts
$3.4M +$49.7K +1,640 +1%
TC
103
Telemus Capital
Michigan
$3.37M -$161K -5,306 -5%
CW
104
Connectus Wealth
Ohio
$3.37M +$778K +25,668 +30%
MWM
105
Marion Wealth Management
Pennsylvania
$2.81M +$1.03M +33,993 +58%
HIF
106
Hill Island Financial
Michigan
$2.71M -$225K -7,411 -8%
OHWP
107
Oak Harbor Wealth Partners
North Carolina
$2.7M -$396K -13,083 -13%
AWM
108
Aries Wealth Management
Maine
$2.58M – – –
GC
109
Gould Capital
Washington
$2.47M -$86K -2,837 -3%
VIM
110
Vista Investment Management
Pennsylvania
$2.38M -$290K -9,585 -11%
GWM
111
Greenwich Wealth Management
Connecticut
$2.26M -$880K -29,035 -28%
NECFA
112
New England Capital Financial Advisors
Connecticut
$2.23M +$2.22M +73,142 New
CFG
113
Carr Financial Group
Massachusetts
$2.11M +$2.1M +69,372 New
HPM
114
Hudson Portfolio Management
New York
$2.11M +$45.5K +1,502 +2%
BMD
115
Better Money Decisions
New Mexico
$2.1M -$77.2K -2,547 -4%
FNC
116
First National Corp
Massachusetts
$2.04M -$378K -12,480 -16%
MWM
117
Meridian Wealth Management
Kentucky
$2.02M +$394 +13 +0%
1IA
118
1620 Investment Advisors
Massachusetts
$1.97M +$32.6K +1,075 +2%
RA
119
RFG Advisory
Alabama
$1.96M -$22.3M -735,104 -92%
RFO
120
RiverGlades Family Offices
Florida
$1.95M +$1.94M +64,115 New
KF
121
Krilogy Financial
Missouri
$1.94M -$135K -4,446 -7%
NSB
122
Norway Savings Bank
Maine
$1.92M +$351K +11,596 +22%
SWA
123
Strata Wealth Advisors
Texas
$1.92M +$1.91M +63,018 New
TLFA
124
True Link Financial Advisors
California
$1.9M – – –
CAN
125
Claraphi Advisory Network
United States
$1.85M +$1.22M +40,262 +197%
3 4
5
6 7

FLRN Hedge Fund Activity: Q4 2022 in Review

348 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2022, worth a combined $2.6B — up 11% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FLRN positions and 34 closed out — a net gain of 17 holders — while 109 added to existing stakes and 148 trimmed.

The largest buyer was Tradewinds Capital Management, adding an estimated $26.9M. The largest seller was Davidson Capital Management, exiting entirely with an estimated $43.6M sold.

  • 348 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2022, up from 338 in Q3 2022.
  • Funds reported $2.6B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2022, up 11% quarter-over-quarter.
  • 51 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2022 and 34 closed out, a net change of +17 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2022 was Tradewinds Capital Management, an estimated $26.9M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2022 was Davidson Capital Management, an estimated $43.6M sold.

Based on aggregated 13F filings for Q4 2022.