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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

322 hedge funds and large institutions have $1.72B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 132 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 91

13% more call options, than puts

Call options by funds: $740K | Put options by funds: $656K

11% more capital invested

Capital invested by funds: $1.55B → $1.72B (+$169M)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

2% less funds holding

Funds holding: 329322 (-7)

2.3% less ownership

Funds ownership: 63.62%61.32% (-2.3%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
322
Holders Change
-7
Holders Change %
-2.13%
% of All Funds
4.32%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
32
Increased
132
Reduced
91
Closed
31
Calls
$740K
Puts
$656K
Net Calls
+$84K
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
YIA
126
YHB Investment Advisors
Connecticut
$1.18M -$28.3K -920 -2%
RFG
127
Range Financial Group
Oregon
$1.17M -$124K -4,040 -10%
MA
128
McBroom & Associates
Nevada
$1.12M +$49.3K +1,600 +5%
FPAS
129
Focus Partners Advisor Solutions
Missouri
$1.11M -$4.37K -142 -0.4%
CFG
130
Carr Financial Group
Massachusetts
$1.06M +$46.7K +1,516 +5%
KP
131
Keel Point
Alabama
$1.02M
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$1.01M -$92.6K -3,007 -8%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$1.01M -$111K -3,596 -10%
SWP
134
Stratos Wealth Partners
Ohio
$994K -$15.5K -504 -2%
MWP
135
Meriwether Wealth & Planning
Louisiana
$978K -$132K -4,301 -12%
KAS
136
Kestra Advisory Services
Texas
$965K -$50.1K -1,627 -5%
BMWS
137
Brady Martz Wealth Solutions
North Dakota
$958K
SAG
138
SageView Advisory Group
California
$941K +$209K +6,781 +29%
WWM
139
Western Wealth Management
Colorado
$928K +$94.4K +3,065 +11%
PIWA
140
Prevail Innovative Wealth Advisors
Kansas
$897K +$159K +5,147 +21%
MWM
141
Meridian Wealth Management
Kentucky
$894K +$370 +12 +0%
OHWP
142
Oak Harbor Wealth Partners
North Carolina
$892K +$8.22K +267 +0.9%
NS
143
NBC Securities
Alabama
$891K +$890K +28,901 +99,659%
FIA
144
Foundations Investment Advisors
Arizona
$890K +$258K +8,368 +41%
BCA
145
Bay Colony Advisors
Massachusetts
$887K -$26.7K -866 -3%
HI
146
Harbour Investments
Wisconsin
$877K +$115K +3,724 +15%
UCI
147
Uncommon Cents Investing
Wisconsin
$871K +$3.08K +100 +0.4%
FAIM
148
Financial Advocates Investment Management
Washington
$844K +$508K +16,506 +152%
MLM
149
Mount Lucas Management
Pennsylvania
$760K -$13.1K -426 -2%
ECML
150
Eagle Capital Management (Louisiana)
Louisiana
$748K +$5.17K +168 +0.7%

FLRN Hedge Fund Activity: Q1 2025 in Review

322 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q1 2025, worth a combined $1.72B — up 11% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FLRN positions and 31 closed out — a net gain of 1 holder — while 132 added to existing stakes and 91 trimmed.

The largest buyer was IHT Wealth Management, adding an estimated $28.4M. The largest seller was Fortitude Advisory Group, exiting entirely with an estimated $6.35M sold.

  • 322 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q1 2025, down from 329 in Q4 2024.
  • Funds reported $1.72B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q1 2025 and 31 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q1 2025 was IHT Wealth Management, an estimated $28.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q1 2025 was Fortitude Advisory Group, an estimated $6.35M sold.

Based on aggregated 13F filings for Q1 2025.