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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

282 hedge funds and large institutions have $1.55B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 79 increasing their positions, 117 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

8% more funds holding

Funds holding: 262282 (+20)

0.94% less ownership

Funds ownership: 66.94%66% (-0.94%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

7% less capital invested

Capital invested by funds: $1.68B → $1.55B (-$125M)

32% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 117

Holders
282
Holders Change
+20
Holders Change %
+7.63%
% of All Funds
4.99%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
46
Increased
79
Reduced
117
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
126
SeaBridge Investment Advisors
New Jersey
$1.16M -$66.5K -2,174 -5%
PCM
127
Parsons Capital Management
Rhode Island
$1.15M +$153K +4,994 +15%
AP
128
Adero Partners
California
$1.14M -$3.92K -128 -0.3%
APC
129
Aspire Private Capital
North Carolina
$1.14M -$5.66K -185 -0.5%
AAS
130
Avantax Advisory Services
Texas
$1.12M -$810K -26,490 -42%
AIM
131
Aspen Investment Management
Michigan
$1.11M +$25.1K +820 +2%
AP
132
Advisors Preferred
Maryland
$1.09M -$64.2K -2,100 -6%
BCI
133
Brinker Capital Investments
Pennsylvania
$1.07M
NAM
134
NorthCoast Asset Management
Connecticut
$1.07M +$436K +14,246 +69%
BlackRock
135
BlackRock
New York
$1.06M +$1.05M +34,383 +18,585%
MLM
136
Mount Lucas Management
Pennsylvania
$1.05M +$105K +3,446 +11%
Creative Planning
137
Creative Planning
Kansas
$1.02M +$346K +11,295 +51%
LAI
138
Legal Advantage Investments
California
$1M +$1M +32,800 New
NGA
139
Naples Global Advisors
Florida
$956K -$51.2K -1,675 -5%
RIG
140
Roosevelt Investment Group
New York
$941K +$11.2K +367 +1%
CFGS
141
Concourse Financial Group Securities
Alabama
$940K +$35.6K +1,164 +4%
RCA
142
Rowland Carmichael Advisors
Arizona
$919K -$330K -10,780 -26%
VIP
143
Vantage Investment Partners
Missouri
$908K -$484K -15,818 -35%
TSS
144
Two Sigma Securities
New York
$898K +$107K +3,482 +13%
FA
145
Forefront Analytics
Pennsylvania
$895K +$1.71K +56 +0.2%
KAS
146
Kestra Advisory Services
Texas
$869K +$865K +28,262 +18,841%
ECA
147
Elevated Capital Advisors
Utah
$850K -$14.3K -468 -2%
RPA
148
Rock Point Advisors
Vermont
$844K +$22.5K +735 +3%
AIC
149
Ameritas Investment Company
Nebraska
$824K +$19.5K +636 +2%
MML Investors Services
150
MML Investors Services
Massachusetts
$807K +$51.3K +1,676 +7%

FLRN Hedge Fund Activity: Q4 2020 in Review

282 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2020, worth a combined $1.55B — down 7.4% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FLRN positions and 22 closed out — a net gain of 24 holders — while 79 added to existing stakes and 117 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $27.4M. The largest seller was AssetMark Inc, cutting an estimated $101M.

  • 282 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2020, up from 262 in Q3 2020.
  • Funds reported $1.55B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2020, down 7.4% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2020 and 22 closed out, a net change of +24 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2020 was Citadel Advisors, an estimated $27.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2020 was AssetMark Inc, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2020.