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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

282 hedge funds and large institutions have $1.55B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 79 increasing their positions, 117 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

8% more funds holding

Funds holding: 262282 (+20)

0.94% less ownership

Funds ownership: 66.94%66% (-0.94%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

7% less capital invested

Capital invested by funds: $1.68B → $1.55B (-$125M)

32% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 117

Holders
282
Holders Change
+20
Holders Change %
+7.63%
% of All Funds
4.99%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
46
Increased
79
Reduced
117
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
176
Hartford Financial Management
Connecticut
$401K -$582K -19,036 -59%
OCM
177
Orion Capital Management
California
$398K +$505K +16,511 New
EDRIA
178
Edmonds Duncan Registered Investment Advisors
Kansas
$394K
PWM
179
Peterson Wealth Management
Nevada
$382K -$28.6K -934 -7%
IFG
180
Investors Financial Group
Minnesota
$380K +$1.13K +37 +0.3%
BWM
181
BCS Wealth Management
Tennessee
$361K -$138K -4,502 -28%
RJT
182
Raymond James Trust
Florida
$354K -$190K -6,197 -35%
JWCA
183
J.W. Cole Advisors
Florida
$351K +$67K +2,191 +24%
NSB
184
Norway Savings Bank
Maine
$348K -$101K -3,304 -23%
William Blair & Company
185
William Blair & Company
Illinois
$345K -$3.85K -126 -1%
WIC
186
Woodmont Investment Counsel
Tennessee
$318K -$67.3K -2,200 -17%
MHS
187
M Holdings Securities
Oregon
$318K +$318K +10,382 New
CC
188
Courier Capital
New York
$315K
CFAM
189
Center For Asset Management
Florida
$314K +$314K +10,251 New
CF
190
Centaurus Financial
California
$313K -$677K -22,145 -68%
RG
191
Retirement Group
California
$309K +$31K +1,013 +11%
MFG
192
MidWestOne Financial Group
Iowa
$298K
WP
193
WealthPLAN Partners
Nebraska
$298K
OMC
194
Old Mission Capital
Illinois
$298K +$299K +9,766 New
ASN
195
Advisory Services Network
Georgia
$287K -$1.65K -54 -0.6%
LAS
196
Lloyd Advisory Services
Georgia
$287K +$15.1K +493 +6%
GCA
197
Gradient Capital Advisors
California
$283K -$1.14M -37,386 -80%
MWC
198
MBM Wealth Consultants
Missouri
$275K -$9.75M -318,873 -97%
UCFA
199
United Capital Financial Advisors
Texas
$274K -$77.1K -2,519 -22%
RBC
200
Roble Belko & Company
Pennsylvania
$274K -$19.9K -650 -7%

FLRN Hedge Fund Activity: Q4 2020 in Review

282 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2020, worth a combined $1.55B — down 7.4% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FLRN positions and 22 closed out — a net gain of 24 holders — while 79 added to existing stakes and 117 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $27.4M. The largest seller was AssetMark Inc, cutting an estimated $101M.

  • 282 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2020, up from 262 in Q3 2020.
  • Funds reported $1.55B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2020, down 7.4% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2020 and 22 closed out, a net change of +24 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2020 was Citadel Advisors, an estimated $27.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2020 was AssetMark Inc, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2020.