FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

317 hedge funds and large institutions have $1.59B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-7
Holders Change %
-2.16%
% of All Funds
4.59%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
31
Increased
112
Reduced
129
Closed
35
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$33K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$15.2M
2
WCM
Wealthcare Capital Management
Virginia
+$13.6M
3
CFG
Carr Financial Group
Massachusetts
+$9.27M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.75M
5
State Street
State Street
Massachusetts
+$6.41M

Top Sellers

1
Jane Street
Jane Street
New York
-$53.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.2M
3
Morgan Stanley
Morgan Stanley
New York
-$33.1M
4
VA
Valmark Advisers
Ohio
-$27.4M
5
DF
Donoghue Forlines
Massachusetts
-$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
176
Albion Financial Group
Utah
$614K -$114K -3,685 -16%
ATPW
177
Ashton Thomas Private Wealth
Arizona
$596K +$29.6K +959 +5%
PHWM
178
Pine Harbor Wealth Management
Maryland
$594K – – –
MWM
179
Marion Wealth Management
Pennsylvania
$579K -$64.7K -2,099 -10%
BCA
180
Bay Colony Advisors
Massachusetts
$570K +$163K +5,282 +40%
HIC
181
Hartline Investment Corp
Illinois
$570K +$570K +18,483 New
MWM
182
Modera Wealth Management
New Jersey
$561K +$11K +358 +2%
NFG
183
Nations Financial Group
Iowa
$558K +$14K +455 +3%
RPA
184
Rock Point Advisors
Vermont
$546K -$9.25K -300 -2%
LFA
185
Laraway Financial Advisors
Minnesota
$531K -$14.2K -460 -3%
SWP
186
Significant Wealth Partners
Illinois
$511K +$511K +16,581 New
NAM
187
NTV Asset Management
West Virginia
$506K -$4.63K -150 -0.9%
LNC
188
Lincoln National Corp
Pennsylvania
$499K -$6.1K -198 -1%
SWP
189
Strategic Wealth Partners
Ohio
$499K -$4.78K -155 -0.9%
AWM
190
Avior Wealth Management
Nebraska
$496K +$496K +16,097 New
WA
191
Waverly Advisors
Alabama
$492K +$492K +15,956 New
GWM
192
Geneos Wealth Management
Colorado
$490K -$100K -3,259 -17%
FCM
193
Fourpath Capital Management
Oklahoma
$479K -$2.34K -76 -0.5%
TA
194
Tactive Advisors
Florida
$438K -$52.8K -1,711 -11%
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$435K +$435K +14,112 New
MIM
196
MTM Investment Management
South Carolina
$430K -$1.54K -50 -0.4%
CPSAC
197
Chas P. Smith & Associates (CPS)
Florida
$423K +$423K +13,714 New
EH
198
Equitable Holdings
New York
$417K +$207K +6,700 +98%
WCM
199
Windham Capital Management
Massachusetts
$413K +$15K +486 +4%
CFS
200
Cannon Financial Strategists
Georgia
$404K – – –
6 7
8
9 10