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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

339 hedge funds and large institutions have $1.67B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 131 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $314K

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

5% more funds holding

Funds holding: 322339 (+17)

0.51% less ownership

Funds ownership: 61.32%60.81% (-0.51%)

3% less capital invested

Capital invested by funds: $1.72B → $1.67B (-$46.8M)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

17% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 131

Holders
339
Holders Change
+17
Holders Change %
+5.28%
% of All Funds
4.46%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.26%
New
37
Increased
109
Reduced
131
Closed
18
Calls
$1.22M
Puts
$314K
Net Calls
+$910K
Net Calls Change
+$826K
Name Holding Trade Value Shares
Change
Change in
Stake
RI
101
Ridgewood Investments
New Jersey
$2.1M +$390K +12,701 +23%
EF
102
Empowered Funds
Pennsylvania
$2.05M +$2.05M +66,748 New
HPM
103
Hudson Portfolio Management
New York
$1.99M +$3.07K +100 +0.2%
AWA
104
Aletheian Wealth Advisors
Washington
$1.98M +$181K +5,903 +10%
HH
105
Hilltop Holdings
Texas
$1.91M -$760K -24,781 -29%
2WWM
106
21 West Wealth Management
California
$1.89M +$1.88M +61,217 New
SPC
107
Sigma Planning Corp
Michigan
$1.83M +$389K +12,662 +27%
WB
108
Webster Bank
Connecticut
$1.66M
EFG
109
Ethos Financial Group
Pennsylvania
$1.62M +$241K +7,860 +18%
FHA
110
Flagship Harbor Advisors
Massachusetts
$1.59M -$2.53M -82,419 -61%
TCM
111
Tradewinds Capital Management
Washington
$1.54M -$131K -4,270 -8%
IAIM
112
International Assets Investment Management
Florida
$1.49M -$578K -18,846 -28%
CBT
113
Crews Bank & Trust
Florida
$1.46M -$19.3K -630 -1%
FIA
114
Foundations Investment Advisors
Arizona
$1.45M +$556K +18,117 +63%
AAS
115
Avantax Advisory Services
Texas
$1.42M -$1.5K -49 -0.1%
EH
116
Equitable Holdings
New York
$1.41M +$1.19M +38,715 +540%
PS
117
Principal Securities
Iowa
$1.35M +$151K +4,916 +13%
WWM
118
WJ Wealth Management
Arizona
$1.34M -$12.2K -399 -0.9%
TSS
119
Two Sigma Securities
New York
$1.31M +$1.3M +42,479 New
CTA
120
Chesley Taft & Associates
Illinois
$1.29M +$64.5K +2,102 +5%
OPA
121
Old Port Advisors
Maine
$1.28M -$200K -6,515 -14%
WI
122
WBI Investments
New Jersey
$1.26M +$688K +22,411 +121%
PFA
123
Portland Financial Advisors
New York
$1.25M +$37.6K +1,225 +3%
CFO
124
CVA Family Office
Colorado
$1.23M -$53.2K -1,733 -4%
FCIM
125
Fairview Capital Investment Management
California
$1.18M +$1.18M +38,325 New

FLRN Hedge Fund Activity: Q2 2025 in Review

339 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2025, worth a combined $1.67B — down 2.7% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FLRN positions and 18 closed out — a net gain of 19 holders — while 109 added to existing stakes and 131 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $40.5M. The largest seller was Wealthfront Advisers, cutting an estimated $71.4M.

  • 339 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2025, up from 322 in Q1 2025.
  • Funds reported $1.67B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2025, down 2.7% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2025 and 18 closed out, a net change of +19 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $40.5M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2025 was Wealthfront Advisers, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2025.