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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

301 hedge funds and large institutions have $1.63B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 24

7% more funds holding

Funds holding: 281301 (+20)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

1.91% more ownership

Funds ownership: 65.56%67.47% (+1.9%)

2% more capital invested

Capital invested by funds: $1.6B → $1.63B (+$29.3M)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

Holders
301
Holders Change
+20
Holders Change %
+7.12%
% of All Funds
4.63%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.42%
New
50
Increased
105
Reduced
105
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAI
151
Legal Advantage Investments
California
$1.07M +$23K +752 +2%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$1.03M +$60.7K +1,982 +6%
AFG
153
Albion Financial Group
Utah
$1M -$272K -8,900 -21%
VIP
154
Vantage Investment Partners
Missouri
$990K +$82.2K +2,684 +9%
AP
155
Advisors Preferred
Maryland
$980K +$163K +5,320 +20%
SMG
156
Smart Money Group
Texas
$959K -$395K -12,896 -29%
RIG
157
Roosevelt Investment Group
New York
$944K -$19.7K -645 -2%
AWA
158
Aletheian Wealth Advisors
Washington
$939K +$940K +30,702 New
WMA
159
Wealth Management Associates
New Jersey
$887K
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$854K -$33K -1,079 -4%
CAAM
161
Cornerstone Advisors Asset Management
Pennsylvania
$820K +$821K +26,812 New
OCM
162
Orion Capital Management
California
$792K -$796 -26 -0.1%
FA
163
Fagan Associates
New York
$788K +$765 +25 +0.1%
KAS
164
Kestra Advisory Services
Texas
$779K -$78.3K -2,557 -9%
FT
165
Fiduciary Trust
Massachusetts
$763K
NAM
166
NTV Asset Management
West Virginia
$751K
LFA
167
Laraway Financial Advisors
Minnesota
$741K +$741K +24,220 New
CCM
168
Crabel Capital Management
California
$727K +$498K +16,274 +218%
B
169
Bailard
California
$718K +$254K +8,290 +55%
AAS
170
Avantax Advisory Services
Texas
$715K -$13.4K -437 -2%
BWM
171
BerganKDV Wealth Management
Minnesota
$711K -$84.7K -2,768 -11%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$688K +$124K +4,042 +22%
PA
173
Procyon Advisors
Connecticut
$667K -$210K -6,850 -24%
CCG
174
Chatham Capital Group
Georgia
$664K
SLA
175
Silver Lake Advisory
Utah
$652K -$10.3K -335 -2%

FLRN Hedge Fund Activity: Q4 2021 in Review

301 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2021, worth a combined $1.63B — up 1.8% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new FLRN positions and 24 closed out — a net gain of 26 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was Terril Brothers, adding an estimated $24.1M. The largest seller was Alesco Advisors, cutting an estimated $68.9M.

  • 301 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2021, up from 281 in Q3 2021.
  • Funds reported $1.63B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2021, up 1.8% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2021 and 24 closed out, a net change of +26 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2021 was Terril Brothers, an estimated $24.1M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2021 was Alesco Advisors, an estimated $68.9M sold.

Based on aggregated 13F filings for Q4 2021.