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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

325 hedge funds and large institutions have $1.7B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

7% more capital invested

Capital invested by funds: $1.59B → $1.7B (+$116M)

2% more funds holding

Funds holding: 319325 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

0.41% less ownership

Funds ownership: 69.15%68.73% (-0.41%)

2% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 118

89% less call options, than puts

Call options by funds: $43K | Put options by funds: $376K

Holders
325
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
4.69%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
39
Increased
116
Reduced
118
Closed
29
Calls
$43K
Puts
$376K
Net Calls
-$333K
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
151
Revisor Wealth Management
Ohio
$959K -$755K -24,525 -44%
MWM
152
Meridian Wealth Management
Kentucky
$936K +$934K +30,350 New
GM
153
GeoWealth Management
Illinois
$908K -$625K -20,297 -41%
SWP
154
Stratos Wealth Partners
Ohio
$905K -$1.14K -37 -0.1%
UCI
155
Uncommon Cents Investing
Wisconsin
$869K
OIA
156
OneDigital Investment Advisors
Kansas
$858K -$64.3K -2,089 -7%
RI
157
Ridgewood Investments
New Jersey
$854K -$2.46K -80 -0.3%
SI
158
SimpliFi Inc
California
$829K -$206K -6,692 -20%
AAS
159
Avantax Advisory Services
Texas
$803K -$207K -6,736 -21%
HI
160
Harbour Investments
Wisconsin
$745K -$1.29K -42 -0.2%
ECML
161
Eagle Capital Management (Louisiana)
Louisiana
$744K
BAM
162
Belpointe Asset Management
Nevada
$739K -$33.6K -1,090 -4%
AIM
163
Avity Investment Management
Connecticut
$714K
TC
164
TownSquare Capital
Utah
$713K -$6.53K -212 -0.9%
MLM
165
Mount Lucas Management
Pennsylvania
$696K -$30.3K -985 -4%
SCM
166
Sage Capital Management
New Jersey
$688K -$584K -18,978 -46%
MWM
167
Modera Wealth Management
New Jersey
$656K +$95K +3,088 +17%
VIM
168
Vista Investment Management
Pennsylvania
$651K -$476K -15,463 -42%
LCWP
169
Legacy Capital Wealth Partners
Arkansas
$641K +$640K +20,786 New
TW
170
TritonPoint Wealth
Maryland
$639K
IFG
171
Independent Financial Group
California
$632K +$400K +12,982 +173%
TSS
172
Two Sigma Securities
New York
$623K +$621K +20,185 New
PHWM
173
Pine Harbor Wealth Management
Maryland
$594K
ATPW
174
Ashton Thomas Private Wealth
Arizona
$593K -$2.96K -96 -0.5%
AWM
175
Avior Wealth Management
Nebraska
$568K +$70.9K +2,303 +14%

FLRN Hedge Fund Activity: Q2 2024 in Review

325 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2024, worth a combined $1.7B — up 7.3% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FLRN positions and 29 closed out — a net gain of 10 holders — while 116 added to existing stakes and 118 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $52.8M. The largest seller was Wells Fargo, cutting an estimated $17.2M.

  • 325 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2024, up from 319 in Q1 2024.
  • Funds reported $1.7B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2024 and 29 closed out, a net change of +10 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $52.8M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2024 was Wells Fargo, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2024.