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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

282 hedge funds and large institutions have $1.55B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 79 increasing their positions, 117 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

8% more funds holding

Funds holding: 262282 (+20)

0.94% less ownership

Funds ownership: 66.94%66% (-0.94%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

7% less capital invested

Capital invested by funds: $1.68B → $1.55B (-$125M)

32% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 117

Holders
282
Holders Change
+20
Holders Change %
+7.63%
% of All Funds
4.99%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
46
Increased
79
Reduced
117
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
151
Chatham Capital Group
Georgia
$801K
PHS
152
Pekin Hardy Strauss
Illinois
$792K -$195K -6,380 -20%
SLA
153
Silver Lake Advisory
Utah
$775K -$41.4K -1,352 -5%
RRC
154
Relaxing Retirement Coach
Massachusetts
$766K -$3.09M -101,052 -80%
FT
155
Fiduciary Trust
Massachusetts
$763K
FA
156
Fagan Associates
New York
$761K -$14.8K -485 -2%
PA
157
Procyon Advisors
Connecticut
$745K +$45.9K +1,500 +7%
NAM
158
NTV Asset Management
West Virginia
$684K +$22.9K +750 +3%
LWM
159
Laidlaw Wealth Management
New York
$677K +$677K +22,146 New
CCM
160
Crabel Capital Management
California
$667K +$667K +21,794 New
FWM
161
Foresight Wealth Management
Utah
$664K +$432K +14,118 +186%
KFP
162
KMG Fiduciary Partners
Ohio
$658K +$214 +7 +0%
Deutsche Bank
163
Deutsche Bank
Germany
$619K -$1.21M -39,540 -66%
WFA
164
Wipfli Financial Advisors
Wisconsin
$614K +$614K +20,072 New
CCG
165
Ceeto Capital Group
Florida
$612K
PWM
166
Purus Wealth Management
California
$575K +$575K +18,783 New
CT
167
Clearstead Trust
Maine
$564K
FIM
168
Freedom Investment Management
Connecticut
$561K +$21.9K +715 +4%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$532K -$8.99K -294 -2%
PL
170
Protective Life
Alabama
$499K
WAS
171
Wealth Advisory Solutions
Indiana
$498K -$10.9K -355 -2%
CPO
172
Cerity Partners OCIO
New York
$459K -$180K -5,900 -28%
AHC
173
Anderson Hoagland & Co
Missouri
$446K +$446K +14,596 New
OWA
174
Octavia Wealth Advisors
Ohio
$410K +$410K +13,417 New
MA
175
Mutual Advisors
Nebraska
$402K -$40.4K -1,321 -9%

FLRN Hedge Fund Activity: Q4 2020 in Review

282 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2020, worth a combined $1.55B — down 7.4% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FLRN positions and 22 closed out — a net gain of 24 holders — while 79 added to existing stakes and 117 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $27.4M. The largest seller was AssetMark Inc, cutting an estimated $101M.

  • 282 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2020, up from 262 in Q3 2020.
  • Funds reported $1.55B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2020, down 7.4% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2020 and 22 closed out, a net change of +24 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2020 was Citadel Advisors, an estimated $27.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2020 was AssetMark Inc, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2020.