We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

294 hedge funds and large institutions have $2.27B invested in State Street 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

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

2% more funds holding

Funds holding: 287294 (+7)

9% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 118

2.12% less ownership

Funds ownership: 57.35%55.23% (-2.1%)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

7% less capital invested

Capital invested by funds: $2.45B → $2.27B (-$178M)

Holders
294
Holders Change
+7
Holders Change %
+2.44%
% of All Funds
6.36%
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
Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
FDx Advisors
Illinois
$847K +$285K +9,312 +51%
ECA
177
Elevated Capital Advisors
Utah
$847K +$864K +28,243 New
CB
178
Community Bank
New York
$778K +$4.59K +150 +0.6%
CCG
179
Chatham Capital Group
Georgia
$777K -$94.8K -3,100 -11%
FA
180
Forefront Analytics
Pennsylvania
$770K +$259K +8,475 +51%
Creative Planning
181
Creative Planning
Kansas
$766K -$86.7K -2,835 -10%
NAM
182
NTV Asset Management
West Virginia
$746K -$336K -11,000 -31%
WIC
183
Woodmont Investment Counsel
Tennessee
$739K -$41.6K -1,360 -5%
JIP
184
Jaffetilchin Investment Partners
Florida
$737K +$16.7K +546 +2%
BOTW
185
Bank of the West
California
$726K -$120K -3,938 -14%
WIA
186
World Investment Advisors
California
$726K -$103K -3,373 -12%
GTAM
187
Global Trust Asset Management
Florida
$725K +$232K +7,590 +47%
PFA
188
Pinnacle Family Advisors
Missouri
$722K -$62.1K -2,032 -8%
SP
189
Successful Portfolios
Florida
$708K +$148K +4,831 +26%
SIA
190
Strategic Investment Advisors
Michigan
$689K +$686K +22,443 New
CCM
191
Cribstone Capital Management
Maine
$685K -$12.2K -398 -2%
FGAM
192
Financial Gravity Asset Management
Texas
$679K +$677K +22,147 New
CAGAS
193
Capital Advisory Group Advisory Services
Minnesota
$669K +$21.4K +700 +3%
Stifel Financial
194
Stifel Financial
Missouri
$660K -$354K -11,562 -35%
RBC
195
Roble Belko & Company
Pennsylvania
$655K -$18.9K -618 -3%
RPA
196
Rock Point Advisors
Vermont
$627K -$9.17K -300 -1%
HFS
197
HL Financial Services
Kentucky
$618K -$9.17K -300 -1%
APC
198
Aspire Private Capital
North Carolina
$613K +$611K +19,965 New
NSB
199
Norway Savings Bank
Maine
$575K +$347K +11,357 +154%
3C
200
361 Capital
Colorado
$544K +$160K +5,242 +42%

FLRN Hedge Fund Activity: Q1 2019 in Review

294 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q1 2019, worth a combined $2.27B — down 7.3% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FLRN positions and 36 closed out — a net gain of 8 holders — while 107 added to existing stakes and 118 trimmed.

The largest buyer was Apollo Management Holdings, adding an estimated $115M. The largest seller was RiverFront Investment Group, cutting an estimated $72.3M.

  • 294 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q1 2019, up from 287 in Q4 2018.
  • Funds reported $2.27B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q1 2019, down 7.3% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q1 2019 and 36 closed out, a net change of +8 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q1 2019 was Apollo Management Holdings, an estimated $115M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q1 2019 was RiverFront Investment Group, an estimated $72.3M sold.

Based on aggregated 13F filings for Q1 2019.