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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

253 hedge funds and large institutions have $2.36B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 15

163% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 48

19% more capital invested

Capital invested by funds: $1.98B → $2.36B (+$385M)

17% more funds holding

Funds holding: 217253 (+36)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.24% more ownership

Funds ownership: 58.23%58.47% (+0.24%)

Holders
253
Holders Change
+36
Holders Change %
+16.59%
% of All Funds
5.78%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.73%
New
52
Increased
126
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
176
Citigroup
New York
$417K +$79.1K +2,573 +23%
GRP
177
Global Retirement Partners
California
$388K +$385K +12,527 +16,483%
CFA
178
Cahill Financial Advisors
Minnesota
$387K -$181K -5,873 -32%
DJSG
179
D.J. St. Germain
Massachusetts
$383K +$383K +12,440 New
CCG
180
Ceeto Capital Group
Florida
$369K
SP
181
Successful Portfolios
Florida
$369K +$368K +11,983 New
SWM
182
Stockman Wealth Management
Montana
$365K +$364K +11,851 New
LA
183
LexAurum Advisors
Kansas
$364K +$363K +11,807 New
WS
184
Wedbush Securities
California
$363K -$71.7K -2,332 -17%
FA
185
FDx Advisors
Illinois
$361K -$131K -4,274 -27%
BSWM
186
Boston Standard Wealth Management
Massachusetts
$353K +$354K +11,498 New
BCA
187
Bay Colony Advisors
Massachusetts
$337K -$186K -6,036 -36%
NGA
188
Naples Global Advisors
Florida
$333K +$332K +10,800 New
FFG
189
Ford Financial Group
California
$305K +$306K +9,960 New
WB
190
WesBanco Bank
West Virginia
$301K
CCM
191
Crabel Capital Management
California
$291K
RCA
192
Rowland Carmichael Advisors
Arizona
$266K +$50.9K +1,655 +24%
FA
193
Forefront Analytics
Pennsylvania
$259K -$247K -8,027 -49%
BAM
194
Berkshire Asset Management
Pennsylvania
$258K +$258K +8,389 New
AI
195
Atria Investments
North Carolina
$256K -$1.6M -51,901 -86%
FHB
196
First Hawaiian Bank
Hawaii
$251K +$250K +8,145 New
PWM
197
Perigon Wealth Management
California
$250K +$29.8K +968 +14%
PP
198
PDS Planning
Ohio
$248K -$263K -8,551 -51%
AWA
199
Arete Wealth Advisors
Illinois
$235K +$2.86K +93 +1%
AIM
200
Advantage Investment Management
Iowa
$231K +$14K +456 +6%

FLRN Hedge Fund Activity: Q3 2018 in Review

253 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q3 2018, worth a combined $2.36B — up 19% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FLRN positions and 15 closed out — a net gain of 37 holders — while 126 added to existing stakes and 48 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $83.8M. The largest seller was Orgel Wealth Management, cutting an estimated $130M.

  • 253 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q3 2018, up from 217 in Q2 2018.
  • Funds reported $2.36B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q3 2018, up 19% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q3 2018 and 15 closed out, a net change of +37 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q3 2018 was Jane Street, an estimated $83.8M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q3 2018 was Orgel Wealth Management, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2018.