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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

322 hedge funds and large institutions have $1.72B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 132 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 91

13% more call options, than puts

Call options by funds: $740K | Put options by funds: $656K

11% more capital invested

Capital invested by funds: $1.55B → $1.72B (+$169M)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

2% less funds holding

Funds holding: 329 → 322 (-7)

2.3% less ownership

Funds ownership: 63.62% → 61.32% (-2.3%)

4% less funds holding in top 10

Funds holding in top 10: 24 → 23 (-1)

Holders
322
Holders Change
-7
Holders Change %
-2.13%
% of All Funds
4.32%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
32
Increased
132
Reduced
91
Closed
31
Calls
$740K
Puts
$656K
Net Calls
+$84K
Net Calls Change
-$165K

Top Buyers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
+$28.4M
2
MAM
Milestone Asset Management
Pennsylvania
+$23.4M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$20M
4
Ameriprise
Ameriprise
Minnesota
+$12.2M
5
Osaic Holdings
Osaic Holdings
Arizona
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
FAG
Fortitude Advisory Group
Washington
-$6.35M
2
FA
Forefront Analytics
Pennsylvania
-$4.92M
3
BFG
Beacon Financial Group
Texas
-$4.62M
4
State Street
State Street
Massachusetts
-$4.2M
5
AA
Armis Advisers
Georgia
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
101
PFG Advisors
Arizona
$2.51M +$932K +30,261 +59%
HFS
102
Horizon Financial Services
North Carolina
$2.35M -$32.2K -1,045 -1%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$2.25M – – –
WS
104
Wela Strategies
Georgia
$2.25M +$2.25M +72,982 New
FNC
105
First National Corp
Massachusetts
$2.24M +$29.2K +949 +1%
GC
106
Guggenheim Capital
Illinois
$2.08M +$115K +3,749 +6%
IAIM
107
International Assets Investment Management
Florida
$2.07M +$186K +6,043 +10%
HPM
108
Hudson Portfolio Management
New York
$1.99M -$20K -650 -1%
AWA
109
Aletheian Wealth Advisors
Washington
$1.79M +$102K +3,299 +6%
GWM
110
Geneos Wealth Management
Colorado
$1.78M +$1.21M +39,224 +211%
RI
111
Ridgewood Investments
New Jersey
$1.71M +$474K +15,384 +38%
TCM
112
Tradewinds Capital Management
Washington
$1.67M -$218K -7,092 -12%
WB
113
Webster Bank
Connecticut
$1.66M – – –
OPA
114
Old Port Advisors
Maine
$1.48M -$273K -8,860 -16%
CBT
115
Crews Bank & Trust
Florida
$1.48M -$53.1K -1,725 -3%
SPC
116
Sigma Planning Corp
Michigan
$1.44M +$10K +325 +0.7%
AAS
117
Avantax Advisory Services
Texas
$1.42M +$8.41K +273 +0.6%
EFG
118
Ethos Financial Group
Pennsylvania
$1.37M – – –
WWM
119
WJ Wealth Management
Arizona
$1.36M +$105K +3,400 +8%
GEA
120
Glen Eagle Advisors
New Jersey
$1.28M +$3.17K +103 +0.2%
CFO
121
CVA Family Office
Colorado
$1.28M -$6.13K -199 -0.5%
SC
122
Scotia Capital
Ontario, Canada
$1.26M -$296K -9,618 -19%
CTA
123
Chesley Taft & Associates
Illinois
$1.22M +$49.3K +1,600 +4%
PFA
124
Portland Financial Advisors
New York
$1.21M +$111K +3,600 +10%
PS
125
Principal Securities
Iowa
$1.2M – – –
3 4
5
6 7

FLRN Hedge Fund Activity: Q1 2025 in Review

322 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q1 2025, worth a combined $1.72B — up 11% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FLRN positions and 31 closed out — a net gain of 1 holder — while 132 added to existing stakes and 91 trimmed.

The largest buyer was IHT Wealth Management, adding an estimated $28.4M. The largest seller was Fortitude Advisory Group, exiting entirely with an estimated $6.35M sold.

  • 322 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q1 2025, down from 329 in Q4 2024.
  • Funds reported $1.72B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q1 2025 and 31 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q1 2025 was IHT Wealth Management, an estimated $28.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q1 2025 was Fortitude Advisory Group, an estimated $6.35M sold.

Based on aggregated 13F filings for Q1 2025.