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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

301 hedge funds and large institutions have $1.63B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 24

7% more funds holding

Funds holding: 281301 (+20)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

1.91% more ownership

Funds ownership: 65.56%67.47% (+1.9%)

2% more capital invested

Capital invested by funds: $1.6B → $1.63B (+$29.3M)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

Holders
301
Holders Change
+20
Holders Change %
+7.12%
% of All Funds
4.63%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.42%
New
50
Increased
105
Reduced
105
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GGS
126
Galvin Gaustad & Stein
Arizona
$1.49M +$33.6K +1,098 +2%
CFGS
127
Concourse Financial Group Securities
Alabama
$1.49M +$73.4K +2,396 +5%
MML Investors Services
128
MML Investors Services
Massachusetts
$1.43M +$139K +4,540 +11%
AHC
129
Anderson Hoagland & Co
Missouri
$1.41M +$121K +3,949 +9%
PA
130
PFG Advisors
Arizona
$1.41M -$12.8K -418 -0.9%
VIM
131
Vista Investment Management
Pennsylvania
$1.4M -$845K -27,600 -38%
HPM
132
Hudson Portfolio Management
New York
$1.38M +$682K +22,290 +97%
RPA
133
Rock Point Advisors
Vermont
$1.32M +$27.6K +900 +2%
BAM
134
Belpointe Asset Management
Nevada
$1.32M -$11.7K -382 -0.9%
SIA
135
Strategic Investment Advisors
Michigan
$1.29M -$204K -6,657 -14%
SWM
136
Spire Wealth Management
Virginia
$1.28M +$7.65K +250 +0.6%
UCI
137
Uncommon Cents Investing
Wisconsin
$1.28M -$47.1K -1,540 -4%
BFA
138
Brendel Financial Advisors
New Hampshire
$1.27M -$493K -16,100 -28%
AIM
139
Aspen Investment Management
Michigan
$1.25M +$91.5K +2,990 +8%
SFS
140
Strategic Financial Services
New York
$1.25M +$39.1K +1,276 +3%
AP
141
Adero Partners
California
$1.25M +$3.52K +115 +0.3%
SIA
142
SeaBridge Investment Advisors
New Jersey
$1.24M +$104K +3,404 +9%
FIM
143
Fernwood Investment Management
Massachusetts
$1.22M
GC
144
Grace Capital
Massachusetts
$1.22M
GL
145
Graypoint LLC
New York
$1.21M -$162K -5,284 -12%
AIM
146
Avity Investment Management
Connecticut
$1.21M -$57K -1,863 -5%
SC
147
Scotia Capital
Ontario, Canada
$1.19M +$1.19M +38,947 New
HFS
148
Horizon Financial Services
North Carolina
$1.17M -$172K -5,623 -13%
LWM
149
Laidlaw Wealth Management
New York
$1.14M -$612K -20,002 -35%
SW
150
Simplicity Wealth
New Jersey
$1.12M +$1.12M +36,575 New

FLRN Hedge Fund Activity: Q4 2021 in Review

301 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2021, worth a combined $1.63B — up 1.8% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new FLRN positions and 24 closed out — a net gain of 26 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was Terril Brothers, adding an estimated $24.1M. The largest seller was Alesco Advisors, cutting an estimated $68.9M.

  • 301 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2021, up from 281 in Q3 2021.
  • Funds reported $1.63B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2021, up 1.8% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2021 and 24 closed out, a net change of +26 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2021 was Terril Brothers, an estimated $24.1M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2021 was Alesco Advisors, an estimated $68.9M sold.

Based on aggregated 13F filings for Q4 2021.