FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

347 hedge funds and large institutions have $2.6B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 109 increasing their positions, 147 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+10
Holders Change %
+2.97%
% of All Funds
5.6%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.58%
New
51
Increased
109
Reduced
147
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
Tradewinds Capital Management
Washington
$47.7M
2
Renaissance Technologies
Renaissance Technologies
New York
$25.6M
3
LPL Financial
LPL Financial
California
$60.7M
4
OIA
OneDigital Investment Advisors
Kansas
$12.3M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$12.1M

Top Sellers

1
DCM
Davidson Capital Management
Texas
$0
2
Wells Fargo
Wells Fargo
California
$121M
3
TF
TIAA FSB
Florida
$24.9M
4
APW
Aurora Private Wealth
New Jersey
$0
5
RA
RFG Advisory
Alabama
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECML
176
Eagle Capital Management (Louisiana)
Louisiana
$738K -$6.65M -219,098 -90%
AAS
177
Avantax Advisory Services
Texas
$737K +$46.6K +1,532 +7%
CAAM
178
Cornerstone Advisors Asset Management
Pennsylvania
$717K -$201K -6,601 -22%
RCM
179
Raleigh Capital Management
North Carolina
$694K -$112K -3,681 -14%
LFA
180
Laraway Financial Advisors
Minnesota
$693K -$13.8K -453 -2%
MIG
181
McGuire Investment Group
Rhode Island
$693K -$6.6M -217,207 -91%
SFS
182
Strategic Financial Services
New York
$687K -$24K -791 -3%
NAM
183
NTV Asset Management
West Virginia
$685K – – –
Wealthfront Advisers
184
Wealthfront Advisers
California
$661K +$178K +5,871 +37%
FIM
185
Freedom Investment Management
Connecticut
$658K -$109K -3,588 -14%
ATPW
186
Ashton Thomas Private Wealth
Arizona
$654K +$20K +658 +3%
DADC
187
D.A. Davidson & Co
Montana
$650K +$48.9K +1,610 +8%
WWM
188
WT Wealth Management
Arizona
$640K -$194K -6,371 -23%
1WM
189
1900 Wealth Management
Texas
$639K +$122K +4,018 +24%
LMKC
190
L.M. Kohn & Company
Ohio
$628K +$101K +3,337 +19%
HFS
191
Horizon Financial Services
North Carolina
$618K +$234K +7,698 +61%
WCM
192
Windham Capital Management
Massachusetts
$610K -$6.62M -217,728 -92%
SFG
193
StrategIQ Financial Group
Indiana
$608K -$128K -4,220 -17%
MLM
194
Mount Lucas Management
Pennsylvania
$598K +$10.2K +334 +2%
RI
195
Ridgewood Investments
New Jersey
$595K +$36K +1,184 +6%
AIM
196
Aspen Investment Management
Michigan
$552K -$90.3K -2,970 -14%
NGA
197
Naples Global Advisors
Florida
$545K -$7.29K -240 -1%
KPWS
198
Kestra Private Wealth Services
Texas
$533K +$14.2K +468 +3%
CFAM
199
Center For Asset Management
Florida
$529K -$20.2K -666 -4%
Cerity Partners
200
Cerity Partners
New York
$528K +$528K +17,365 New
6 7
8
9 10