FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

337 hedge funds and large institutions have $2.33B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 134 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-12
Holders Change %
-3.44%
% of All Funds
5.83%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.76%
New
31
Increased
116
Reduced
134
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$157M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$29.7M
3
TF
TIAA FSB
Florida
$50.2M
4
AIM
Astor Investment Management
Illinois
$50.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$57M

Top Sellers

1
DCM
Davidson Capital Management
Texas
$43.6M
2
State Street
State Street
Massachusetts
$3.34M
3
OIM
Orca Investment Management
Oregon
$447K
4
Renaissance Technologies
Renaissance Technologies
New York
$4.15M
5
Bank of America
Bank of America
North Carolina
$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
151
Transamerica Financial Advisors
Florida
$1.24M -$101K -3,331 -8%
AIM
152
Avity Investment Management
Connecticut
$1.21M – – –
FIM
153
Fernwood Investment Management
Massachusetts
$1.21M – – –
GCA
154
Genesee Capital Advisors
New York
$1.18M -$13.4K -442 -1%
BW
155
Bison Wealth
Georgia
$1.11M -$1.32M -43,736 -54%
GL
156
Graypoint LLC
New York
$1.08M -$59.4K -1,961 -5%
GWM
157
Geneos Wealth Management
Colorado
$1.08M +$284K +9,365 +36%
VIP
158
Vantage Investment Partners
Missouri
$1.07M – – –
DC
159
Davenport & Co
Virginia
$1.07M +$326K +10,759 +44%
GWM
160
GSB Wealth Management
Connecticut
$1.05M -$578K -19,100 -36%
TC
161
TownSquare Capital
Utah
$1.04M -$2.33K -77 -0.2%
AFG
162
Albion Financial Group
Utah
$1.02M -$6.12K -202 -0.6%
SW
163
Simplicity Wealth
New Jersey
$1.02M -$8.72K -288 -0.8%
DAS
164
Dynamic Advisor Solutions
Arizona
$1.02M +$92.4K +3,049 +10%
GC
165
Guggenheim Capital
Illinois
$1.01M +$92.6K +3,056 +10%
RPA
166
Rock Point Advisors
Vermont
$963K -$96.8K -3,195 -9%
RIG
167
Roosevelt Investment Group
New York
$949K -$30.1K -995 -3%
UCI
168
Uncommon Cents Investing
Wisconsin
$941K -$38.8K -1,280 -4%
CAAM
169
Cornerstone Advisors Asset Management
Pennsylvania
$914K +$102K +3,367 +13%
William Blair & Company
170
William Blair & Company
Illinois
$910K +$531K +17,510 +140%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$885K +$24.5K +809 +3%
ASN
172
Advisory Services Network
Georgia
$871K +$215K +7,077 +33%
SWP
173
Stratos Wealth Partners
Ohio
$852K -$22.9K -756 -3%
RFG
174
Range Financial Group
Oregon
$851K +$697 +23 +0.1%
WWM
175
WT Wealth Management
Arizona
$831K +$49.8K +1,642 +6%
5 6
7
8 9