We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

262 hedge funds and large institutions have $1.68B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.07% more ownership

Funds ownership: 61.87%66.94% (+5.1%)

2% more capital invested

Capital invested by funds: $1.64B → $1.68B (+$36.4M)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

1% less funds holding

Funds holding: 265262 (-3)

21% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 111

Holders
262
Holders Change
-3
Holders Change %
-1.13%
% of All Funds
5.29%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
23
Increased
88
Reduced
111
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
126
First Allied Advisory Services
California
$1.2M -$76.4K -2,499 -6%
AP
127
Advisors Preferred
Maryland
$1.15M +$256K +8,370 +29%
AP
128
Adero Partners
California
$1.15M +$1.14M +37,470 New
APC
129
Aspire Private Capital
North Carolina
$1.14M +$38.8K +1,270 +4%
AIM
130
Aspen Investment Management
Michigan
$1.09M +$67.5K +2,210 +7%
BCI
131
Brinker Capital Investments
Pennsylvania
$1.07M
NGA
132
Naples Global Advisors
Florida
$1.01M -$46.6K -1,525 -4%
PCM
133
Parsons Capital Management
Rhode Island
$992K +$51.9K +1,700 +6%
CF
134
Centaurus Financial
California
$990K -$143K -4,688 -13%
PHS
135
Pekin Hardy Strauss
Illinois
$987K -$101K -3,295 -9%
HFM
136
Hartford Financial Management
Connecticut
$983K -$668K -21,850 -40%
MLM
137
Mount Lucas Management
Pennsylvania
$943K -$88.3K -2,889 -9%
NFG
138
Next Financial Group
Texas
$937K +$43.2K +1,415 +5%
RIG
139
Roosevelt Investment Group
New York
$929K -$42.4K -1,389 -4%
AF
140
Advisornet Financial
Minnesota
$912K -$471K -15,427 -34%
CFGS
141
Concourse Financial Group Securities
Alabama
$904K -$35.5K -1,162 -4%
FA
142
Forefront Analytics
Pennsylvania
$893K +$1.99K +65 +0.2%
ECA
143
Elevated Capital Advisors
Utah
$865K -$17.1K -559 -2%
RPA
144
Rock Point Advisors
Vermont
$822K -$4.58K -150 -0.6%
SLA
145
Silver Lake Advisory
Utah
$816K -$46.6K -1,526 -5%
IWC
146
Integrated Wealth Concepts
Massachusetts
$806K -$134K -4,397 -14%
AIC
147
Ameritas Investment Company
Nebraska
$802K
CCG
148
Chatham Capital Group
Georgia
$801K -$64.2K -2,100 -7%
TSS
149
Two Sigma Securities
New York
$792K -$47.9K -1,569 -6%
FA
150
Fagan Associates
New York
$776K -$21.3K -698 -3%

FLRN Hedge Fund Activity: Q3 2020 in Review

262 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q3 2020, worth a combined $1.68B — up 2.2% from $1.64B a quarter earlier.

Fund positioning in FLRN was balanced in Q3 2020: 23 funds opened new positions, 23 closed out, 88 added to existing stakes and 111 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $16.4M. The largest seller was Citadel Advisors, cutting an estimated $42.2M.

  • 262 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q3 2020, down from 265 in Q2 2020.
  • Funds reported $1.68B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q3 2020, up 2.2% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q3 2020 and 23 closed out, a net change of 0 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q3 2020 was AssetMark Inc, an estimated $16.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q3 2020 was Citadel Advisors, an estimated $42.2M sold.

Based on aggregated 13F filings for Q3 2020.