We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

335 hedge funds and large institutions have $2.27B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 156 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.02% more ownership

Funds ownership: 73.86%81.89% (+8%)

4% less funds holding

Funds holding: 348335 (-13)

13% less capital invested

Capital invested by funds: $2.6B → $2.27B (-$330M)

13% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 47

28% less funds holding in top 10

Funds holding in top 10: 3626 (-10)

41% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 156

65% less call options, than puts

Call options by funds: $97K | Put options by funds: $280K

Holders
335
Holders Change
-13
Holders Change %
-3.74%
% of All Funds
5.34%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.41%
New
41
Increased
92
Reduced
156
Closed
47
Calls
$97K
Puts
$280K
Net Calls
-$183K
Net Calls Change
-$183K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
WBH Advisory
Maryland
$1.57M +$1.58M +51,752 New
First Trust Advisors
127
First Trust Advisors
Illinois
$1.55M -$169K -5,549 -10%
AHC
128
Anderson Hoagland & Co
Missouri
$1.54M -$172K -5,645 -10%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$1.49M +$516K +16,938 +53%
SI
130
Stephens Inc
Arkansas
$1.46M +$1.46M +47,862 New
FAM
131
Family Asset Management
South Carolina
$1.44M +$1.45M +47,420 New
WA
132
Wambolt & Associates
Colorado
$1.39M -$155K -5,089 -10%
PA
133
PFG Advisors
Arizona
$1.36M +$7.41K +243 +0.5%
OHWP
134
Oak Harbor Wealth Partners
North Carolina
$1.36M -$1.35M -44,193 -50%
ARC
135
Advisor Resource Council
Texas
$1.36M +$1.13M +37,022 +482%
YIA
136
YHB Investment Advisors
Connecticut
$1.35M -$128K -4,215 -9%
GC
137
Guggenheim Capital
Illinois
$1.31M +$146K +4,781 +13%
AWA
138
Aletheian Wealth Advisors
Washington
$1.3M -$109K -3,568 -8%
WB
139
Webster Bank
Connecticut
$1.28M
PAS
140
Park Avenue Securities
New York
$1.26M +$1.26M +41,313 New
FIM
141
Fernwood Investment Management
Massachusetts
$1.22M
WI
142
WBI Investments
New Jersey
$1.17M -$362K -11,862 -24%
SWA
143
Stratos Wealth Advisors
Ohio
$1.16M +$1.16M +38,014 New
KAS
144
Kestra Advisory Services
Texas
$1.14M -$3.43M -112,534 -75%
MA
145
McBroom & Associates
Nevada
$1.13M +$119K +3,915 +12%
LCWP
146
Legacy Capital Wealth Partners
Arkansas
$1.12M +$1.12M +36,751 New
PFA
147
Pinnacle Family Advisors
Missouri
$1.1M -$38K -1,248 -3%
RWM
148
Revisor Wealth Management
Ohio
$1.09M +$1.09M +35,912 New
GWM
149
Geneos Wealth Management
Colorado
$1.08M -$141K -4,617 -12%
SPFA
150
Summit Place Financial Advisors
New Jersey
$1.07M -$753K -24,700 -41%

FLRN Hedge Fund Activity: Q1 2023 in Review

335 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q1 2023, worth a combined $2.27B — down 13% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of FLRN and 41 opened new positions — a net loss of 6 holders — while 156 trimmed existing stakes and 92 added.

The largest buyer was Jane Street, adding an estimated $366M. The largest seller was Avantax Planning Partners, cutting an estimated $54.1M.

  • 335 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q1 2023, down from 348 in Q4 2022.
  • Funds reported $2.27B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q1 2023 and 47 closed out, a net change of -6 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q1 2023 was Jane Street, an estimated $366M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q1 2023 was Avantax Planning Partners, an estimated $54.1M sold.

Based on aggregated 13F filings for Q1 2023.