FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

294 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+7
Holders Change %
+2.44%
% of All Funds
6.37%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.91%
New
44
Increased
107
Reduced
118
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AMH
Apollo Management Holdings
New York
+$116M
2
VBFP
Valtinson Bruner Financial Planning
Minnesota
+$29.3M
3
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
+$25.9M
4
Wells Fargo
Wells Fargo
California
+$19.5M
5
TWA
Tillar-Wenstrup Advisors
Ohio
+$16.8M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$72.6M
2
FI
FormulaFolio Investments
Michigan
-$48.5M
3
Verition Fund Management
Verition Fund Management
Connecticut
-$45.9M
4
Ameriprise
Ameriprise
Minnesota
-$43.2M
5
PAG
Pinnacle Advisory Group
Maryland
-$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
176
FDx Advisors
Illinois
$847K +$286K +9,312 +51%
ECA
177
Elevated Capital Advisors
Utah
$847K +$847K +28,243 New
CB
178
Community Bank
New York
$778K +$4.61K +150 +0.6%
CCG
179
Chatham Capital Group
Georgia
$777K -$95.2K -3,100 -11%
FA
180
Forefront Analytics
Pennsylvania
$770K +$260K +8,475 +51%
Creative Planning
181
Creative Planning
Kansas
$766K -$87.1K -2,835 -10%
NAM
182
NTV Asset Management
West Virginia
$746K -$338K -11,000 -31%
WIC
183
Woodmont Investment Counsel
Tennessee
$739K -$41.7K -1,360 -5%
JIP
184
Jaffetilchin Investment Partners
Florida
$737K +$16.8K +546 +2%
BOTW
185
Bank of the West
California
$726K -$121K -3,938 -14%
WIA
186
World Investment Advisors
California
$726K -$103K -3,373 -12%
GTAM
187
Global Trust Asset Management
Florida
$725K +$233K +7,590 +47%
PFA
188
Pinnacle Family Advisors
Missouri
$722K -$62.4K -2,032 -8%
SP
189
Successful Portfolios
Florida
$708K +$148K +4,831 +26%
SIA
190
Strategic Investment Advisors
Michigan
$689K +$689K +22,443 New
CCM
191
Cribstone Capital Management
Maine
$685K -$12.2K -398 -2%
FGAM
192
Financial Gravity Asset Management
Texas
$679K +$679K +22,147 New
CAGAS
193
Capital Advisory Group Advisory Services
Minnesota
$669K +$21.5K +700 +3%
Stifel Financial
194
Stifel Financial
Missouri
$660K -$351K -11,562 -35%
RBC
195
Roble Belko & Company
Pennsylvania
$655K -$19K -618 -3%
RPA
196
Rock Point Advisors
Vermont
$627K -$9.22K -300 -1%
HFS
197
HL Financial Services
Kentucky
$618K -$9.21K -300 -1%
APC
198
Aspire Private Capital
North Carolina
$613K +$613K +19,965 New
NSB
199
Norway Savings Bank
Maine
$575K +$348K +11,357 +154%
3C
200
361 Capital
Colorado
$544K +$161K +5,242 +42%
6 7
8
9 10