FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

313 hedge funds and large institutions have $1.56B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.53%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
31
Increased
116
Reduced
108
Closed
39
Calls
$43K
Puts
$6K
Net Calls
+$37K
Net Calls Change
+$370K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$77.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$46.9M
3
LPL Financial
LPL Financial
California
$70.6M
4
Wealthfront Advisers
Wealthfront Advisers
California
$105M
5
State Street
State Street
Massachusetts
$35.4M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$57M
2
Citadel Advisors
Citadel Advisors
Florida
$2.3M
3
MNA
Manning & Napier Advisors
New York
$0
4
FAG
Fortitude Advisory Group
Washington
$0
5
WCM
Wealthcare Capital Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
126
Principal Securities
Iowa
$1.03M -$13.6K -441 -1%
MA
127
McBroom & Associates
Nevada
$1.03M -$94.2K -3,052 -8%
CFG
128
Carr Financial Group
Massachusetts
$1.02M -$888K -28,788 -46%
BCA
129
Bay Colony Advisors
Massachusetts
$1.02M -$869K -28,164 -46%
KP
130
Keel Point
Alabama
$1.02M +$1.02M +33,000 New
HFS
131
Horizon Financial Services
North Carolina
$1M -$28.5K -923 -3%
FIM
132
Fernwood Investment Management
Massachusetts
$987K – – –
OMC
133
Old Mission Capital
Illinois
$964K +$964K +31,243 New
FHA
134
Flagship Harbor Advisors
Massachusetts
$964K +$964K +31,239 New
NS
135
NBC Securities
Alabama
$963K -$13K -422 -1%
MWM
136
Meridian Wealth Management
Kentucky
$903K -$33.7K -1,093 -4%
OHWP
137
Oak Harbor Wealth Partners
North Carolina
$898K -$109K -3,529 -11%
SAG
138
SageView Advisory Group
California
$888K +$888K +28,786 New
UCI
139
Uncommon Cents Investing
Wisconsin
$869K – – –
RI
140
Ridgewood Investments
New Jersey
$862K +$7.93K +257 +0.9%
KBFS
141
Kohmann Bosshard Financial Services
Ohio
$860K -$425K -13,784 -33%
RWIA
142
Roger Wittlin Investment Advisory
California
$849K -$247K -8,018 -23%
ARC
143
Advisor Resource Council
Texas
$844K +$438K +14,199 +108%
NCFG
144
New Century Financial Group
New Jersey
$834K +$834K +27,045 New
SI
145
SimpliFi Inc
California
$829K +$93 +3 +0%
OIA
146
OneDigital Investment Advisors
Kansas
$804K -$53.6K -1,738 -6%
DC
147
Davenport & Co
Virginia
$800K +$284K +9,195 +55%
HI
148
Harbour Investments
Wisconsin
$772K +$26.3K +853 +4%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$762K -$3.4M -110,129 -82%
MLM
150
Mount Lucas Management
Pennsylvania
$744K +$48K +1,557 +7%
4 5
6
7 8