FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF

334 hedge funds and large institutions have $1.66B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 108 increasing their positions, 131 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $1.71B → $1.66B (-$54.3M)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

18% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 131

Holders
334
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.22M
Puts
$314K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
101
Guggenheim Capital
Illinois
$2.22M
RI
102
Ridgewood Investments
New Jersey
$2.1M
EF
103
Empowered Funds
Pennsylvania
$2.05M
HPM
104
Hudson Portfolio Management
New York
$1.99M
AWA
105
Aletheian Wealth Advisors
Washington
$1.98M
HH
106
Hilltop Holdings
Texas
$1.91M
2WWM
107
21 West Wealth Management
California
$1.89M
SPC
108
Sigma Planning Corp
Michigan
$1.83M
WB
109
Webster Bank
Connecticut
$1.66M
EFG
110
Ethos Financial Group
Pennsylvania
$1.62M
FHA
111
Flagship Harbor Advisors
Massachusetts
$1.59M
TCM
112
Tradewinds Capital Management
Washington
$1.54M
IAIM
113
International Assets Investment Management
Florida
$1.49M
CBT
114
Crews Bank & Trust
Florida
$1.46M
FIA
115
Foundations Investment Advisors
Arizona
$1.45M
AAS
116
Avantax Advisory Services
Texas
$1.42M
EH
117
Equitable Holdings
New York
$1.41M
PS
118
Principal Securities
Iowa
$1.35M
WWM
119
WJ Wealth Management
Arizona
$1.34M
TSS
120
Two Sigma Securities
New York
$1.31M
CTA
121
Chesley Taft & Associates
Illinois
$1.29M
OPA
122
Old Port Advisors
Maine
$1.28M
WI
123
WBI Investments
New Jersey
$1.26M
PFA
124
Portland Financial Advisors
New York
$1.25M
CFO
125
CVA Family Office
Colorado
$1.23M