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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

339 hedge funds and large institutions have $1.67B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 131 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $314K

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

5% more funds holding

Funds holding: 322339 (+17)

0.51% less ownership

Funds ownership: 61.32%60.81% (-0.51%)

3% less capital invested

Capital invested by funds: $1.72B → $1.67B (-$46.8M)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

17% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 131

Holders
339
Holders Change
+17
Holders Change %
+5.28%
% of All Funds
4.46%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.26%
New
37
Increased
109
Reduced
131
Closed
18
Calls
$1.22M
Puts
$314K
Net Calls
+$910K
Net Calls Change
+$826K
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
151
SageView Advisory Group
California
$797K -$144K -4,707 -15%
GWM
152
Geneos Wealth Management
Colorado
$781K -$998K -32,525 -56%
NS
153
NBC Securities
Alabama
$759K -$132K -4,295 -15%
MLM
154
Mount Lucas Management
Pennsylvania
$751K -$8.87K -289 -1%
ECML
155
Eagle Capital Management (Louisiana)
Louisiana
$748K
TC
156
TownSquare Capital
Utah
$715K
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$713K +$392K +12,771 +123%
BSTWA
158
Blake Schutter Theil Wealth Advisors
Ohio
$699K
MWM
159
Modera Wealth Management
New Jersey
$654K -$7.46K -243 -1%
TW
160
TritonPoint Wealth
Maryland
$638K
OC
161
Oppenheimer & Co
New York
$630K -$3.07K -100 -0.5%
CWM
162
Congress Wealth Management
Massachusetts
$617K
LCAM
163
London & Capital Asset Management
United Kingdom
$612K
AI
164
Auour Investments
Massachusetts
$605K -$26.1K -850 -4%
Northern Trust
165
Northern Trust
Illinois
$594K +$330K +10,753 +126%
BAM
166
Belpointe Asset Management
Nevada
$591K +$139K +4,526 +31%
RPA
167
Rock Point Advisors
Vermont
$587K +$39.9K +1,300 +7%
WA
168
Waverly Advisors
Alabama
$576K +$29.4K +957 +5%
Cerity Partners
169
Cerity Partners
New York
$574K +$2.15K +70 +0.4%
GIA
170
Gladstone Institutional Advisory
Florida
$569K +$567K +18,465 New
Bank of New York Mellon
171
Bank of New York Mellon
New York
$559K -$21.8K -709 -4%
CCG
172
Ceeto Capital Group
Florida
$555K +$276K +9,000 +100%
BFG
173
Beacon Financial Group
Texas
$553K -$191K -6,212 -26%
IFG
174
Independent Financial Group
California
$553K +$40.4K +1,316 +8%
AWM
175
Avior Wealth Management
Nebraska
$550K -$3.1K -101 -0.6%

FLRN Hedge Fund Activity: Q2 2025 in Review

339 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2025, worth a combined $1.67B — down 2.7% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FLRN positions and 18 closed out — a net gain of 19 holders — while 109 added to existing stakes and 131 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $40.5M. The largest seller was Wealthfront Advisers, cutting an estimated $71.4M.

  • 339 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2025, up from 322 in Q1 2025.
  • Funds reported $1.67B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2025, down 2.7% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2025 and 18 closed out, a net change of +19 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $40.5M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2025 was Wealthfront Advisers, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2025.