We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

301 hedge funds and large institutions have $1.63B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 24

7% more funds holding

Funds holding: 281301 (+20)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

1.91% more ownership

Funds ownership: 65.56%67.47% (+1.9%)

2% more capital invested

Capital invested by funds: $1.6B → $1.63B (+$29.3M)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

Holders
301
Holders Change
+20
Holders Change %
+7.12%
% of All Funds
4.63%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.42%
New
50
Increased
105
Reduced
105
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
176
Eaton Vance Management
Massachusetts
$646K -$105K -3,430 -14%
CA
177
Cetera Advisors
Colorado
$634K +$73.9K +2,415 +13%
WWM
178
WT Wealth Management
Arizona
$624K -$149K -4,866 -19%
Stifel Financial
179
Stifel Financial
Missouri
$624K +$625K +20,411 New
CT
180
Coastline Trust
Rhode Island
$623K -$34K -1,110 -5%
SWM
181
Silverlake Wealth Management
Vermont
$621K +$622K +20,310 New
CCG
182
Ceeto Capital Group
Florida
$612K
MWM
183
Modera Wealth Management
New Jersey
$603K +$99.4K +3,248 +20%
AAS
184
Ameritas Advisory Services
Nebraska
$603K +$604K +19,723 New
BWM
185
BCS Wealth Management
Tennessee
$581K +$177K +5,770 +44%
RI
186
Ridgewood Investments
New Jersey
$571K +$48.2K +1,573 +9%
NGA
187
Naples Global Advisors
Florida
$568K -$1.99K -65 -0.3%
AWM
188
AE Wealth Management
Kansas
$563K -$6.25K -204 -1%
NEPWA
189
New England Private Wealth Advisors
Massachusetts
$563K +$551 +18 +0.1%
MLM
190
Mount Lucas Management
Pennsylvania
$549K -$521K -17,017 -49%
SP
191
Successful Portfolios
Florida
$548K +$45.9K +1,498 +9%
CT
192
Clearstead Trust
Maine
$544K -$19.8K -648 -4%
BRWM
193
B. Riley Wealth Management
Tennessee
$503K +$517K +16,877 New
PL
194
Protective Life
Alabama
$499K
FA
195
Forefront Analytics
Pennsylvania
$497K -$401K -13,107 -45%
KOC
196
Koss-Olinger Consulting
Florida
$497K +$14K +458 +3%
ATPW
197
Ashton Thomas Private Wealth
Arizona
$488K +$30.7K +1,003 +7%
AWA
198
Arete Wealth Advisors
Illinois
$478K +$478K +15,618 New
KFP
199
KMG Fiduciary Partners
Ohio
$468K +$122 +4 +0%
TC
200
TownSquare Capital
Utah
$454K -$235K -7,683 -34%

FLRN Hedge Fund Activity: Q4 2021 in Review

301 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2021, worth a combined $1.63B — up 1.8% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new FLRN positions and 24 closed out — a net gain of 26 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was Terril Brothers, adding an estimated $24.1M. The largest seller was Alesco Advisors, cutting an estimated $68.9M.

  • 301 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2021, up from 281 in Q3 2021.
  • Funds reported $1.63B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2021, up 1.8% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2021 and 24 closed out, a net change of +26 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2021 was Terril Brothers, an estimated $24.1M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2021 was Alesco Advisors, an estimated $68.9M sold.

Based on aggregated 13F filings for Q4 2021.