FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

313 hedge funds and large institutions have $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.99%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
32
Increased
105
Reduced
126
Closed
36
Calls
$845K
Puts
$842K
Net Calls
+$3K
Net Calls Change
-$86K

Top Buyers

1
DF
Donoghue Forlines
Massachusetts
+$21M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$20.1M
3
OPAM
Ocean Park Asset Management
California
+$15.3M
4
FAG
Fortitude Advisory Group
Washington
+$14.9M
5
SMM
Stadion Money Management
Georgia
+$12.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$89.3M
2
APP
Avantax Planning Partners
Iowa
-$68.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
4
VWA
V Wealth Advisors
Kansas
-$9.15M
5
AA
Addison Advisors
Vermont
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
126
NBC Securities
Alabama
$1.33M +$1.33M +43,437 New
OHWP
127
Oak Harbor Wealth Partners
North Carolina
$1.33M +$52K +1,693 +4%
Goldman Sachs
128
Goldman Sachs
New York
$1.29M +$1.29M +42,115 New
GEA
129
Glen Eagle Advisors
New Jersey
$1.28M -$4.37M -142,316 -77%
WB
130
Webster Bank
Connecticut
$1.26M -$32.9K -1,071 -3%
CFO
131
CVA Family Office
Colorado
$1.26M -$594K -19,334 -32%
AWA
132
Aletheian Wealth Advisors
Washington
$1.25M -$75.4K -2,455 -6%
YIA
133
YHB Investment Advisors
Connecticut
$1.24M -$67.1K -2,185 -5%
FIM
134
Fernwood Investment Management
Massachusetts
$1.23M – – –
SPC
135
Sigma Planning Corp
Michigan
$1.22M +$679K +22,107 +125%
MA
136
McBroom & Associates
Nevada
$1.22M +$30.4K +989 +3%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$1.17M -$2.19M -71,244 -65%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$1.13M +$226K +7,365 +25%
TFA
139
Transamerica Financial Advisors
Florida
$1.09M +$5.69K +185 +0.5%
AAS
140
Avantax Advisory Services
Texas
$1.08M -$484K -15,768 -31%
AWM
141
Axxcess Wealth Management
California
$1.07M +$5.56K +181 +0.5%
ASFA
142
All Season Financial Advisors
Colorado
$1.07M +$1.07M +34,789 New
LCWP
143
Legacy Capital Wealth Partners
Arkansas
$1.04M +$1.04M +33,930 New
MWM
144
Meridian Wealth Management
Kentucky
$1.04M -$72.4K -2,358 -7%
RWM
145
Revisor Wealth Management
Ohio
$990K +$290K +9,429 +41%
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$975K +$493K +16,045 +102%
State Street
147
State Street
Massachusetts
$971K -$17.7K -577 -2%
IHWM
148
Iron Horse Wealth Management
Iowa
$925K -$538K -17,521 -37%
SWP
149
Stratos Wealth Partners
Ohio
$906K +$132K +4,303 +17%
UCI
150
Uncommon Cents Investing
Wisconsin
$868K -$3.07K -100 -0.4%
4 5
6
7 8