We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

253 hedge funds and large institutions have $2.36B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 15

163% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 48

19% more capital invested

Capital invested by funds: $1.98B → $2.36B (+$385M)

17% more funds holding

Funds holding: 217253 (+36)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.24% more ownership

Funds ownership: 58.23%58.47% (+0.24%)

Holders
253
Holders Change
+36
Holders Change %
+16.59%
% of All Funds
5.78%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.73%
New
52
Increased
126
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
151
Woodmont Investment Counsel
Tennessee
$971K -$207K -6,718 -18%
KF
152
Krilogy Financial
Missouri
$960K +$55K +1,789 +6%
AWM
153
Aries Wealth Management
Maine
$959K +$115K +3,750 +14%
CC
154
Courier Capital
New York
$871K +$43.3K +1,407 +5%
GTAM
155
Global Trust Asset Management
Florida
$867K +$52.9K +1,720 +7%
IWM
156
IHT Wealth Management
Illinois
$825K +$824K +26,791 New
PFA
157
Pinnacle Family Advisors
Missouri
$812K -$1.17M -38,125 -59%
AP
158
Advisors Preferred
Maryland
$804K -$385K -12,530 -32%
CCG
159
Chatham Capital Group
Georgia
$782K +$64.6K +2,100 +9%
CCM
160
Cribstone Capital Management
Maine
$765K -$7.93K -258 -1%
JIP
161
Jaffetilchin Investment Partners
Florida
$759K +$419K +13,640 +124%
CB
162
Community Bank
New York
$745K +$30.3K +985 +4%
TSS
163
Two Sigma Securities
New York
$703K +$703K +22,846 New
EIA
164
Eldridge Investment Advisors
New Hampshire
$668K +$126K +4,100 +23%
EWM
165
Elmwood Wealth Management
California
$652K +$255K +8,285 +64%
RPA
166
Rock Point Advisors
Vermont
$647K
IA
167
IFP Advisors
Florida
$587K -$249K -8,112 -30%
GWM
168
Greenwich Wealth Management
Connecticut
$576K +$47.6K +1,548 +9%
PMG
169
ProVise Management Group
Florida
$554K -$4.08M -132,831 -88%
AFP
170
Ausdal Financial Partners
Iowa
$554K +$189K +6,142 +52%
CCA
171
Clearwater Capital Advisors
Illinois
$529K +$528K +17,166 New
BOTW
172
Bank of the West
California
$498K -$201K -6,526 -29%
ANBT
173
American National Bank & Trust
Texas
$484K -$444K -14,433 -48%
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$481K +$430K +13,980 +859%
FCIM
175
Fairview Capital Investment Management
California
$429K +$190K +6,175 +80%

FLRN Hedge Fund Activity: Q3 2018 in Review

253 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q3 2018, worth a combined $2.36B — up 19% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FLRN positions and 15 closed out — a net gain of 37 holders — while 126 added to existing stakes and 48 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $83.8M. The largest seller was Orgel Wealth Management, cutting an estimated $130M.

  • 253 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q3 2018, up from 217 in Q2 2018.
  • Funds reported $2.36B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q3 2018, up 19% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q3 2018 and 15 closed out, a net change of +37 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q3 2018 was Jane Street, an estimated $83.8M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q3 2018 was Orgel Wealth Management, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2018.