FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

217 hedge funds and large institutions have $1.98B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+39
Holders Change %
+21.91%
% of All Funds
4.97%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.71%
New
55
Increased
108
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$63.4M
2
FI
FormulaFolio Investments
Michigan
+$48.8M
3
VA
Valmark Advisers
Ohio
+$48M
4
WCM
Windham Capital Management
Massachusetts
+$45M
5
GC
Grimes & Company
Massachusetts
+$28.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$17.7M
2
UIA
UBP Investment Advisors
Switzerland
-$7.64M
3
State Street
State Street
Massachusetts
-$7.15M
4
SWP
Stratos Wealth Partners
Ohio
-$3.89M
5
RRC
Relaxing Retirement Coach
Massachusetts
-$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
201
Hudock Inc
Pennsylvania
$22K – – –
GBBWRPM
202
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$20K – – –
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15K +500 New
GEA
204
Glen Eagle Advisors
New Jersey
$13.8K +$3.23K +105 +30%
AWM
205
AllSquare Wealth Management
New York
$13K -$132K -4,433 -91%
PG
206
Patten Group
Tennessee
$12K – – –
RFWA
207
RPg Family Wealth Advisory
Massachusetts
$11.4K – – –
CHP
208
Cable Hill Partners
Oregon
$11K – – –
IF
209
Ironwood Financial
Arizona
$8K – – –
WC
210
Whitney & Co
New York
$8K +$8K +270 New
MIFH
211
Migdal Insurance & Financial Holdings
Israel
$5K +$5K +160 New
PMG
212
ProVise Management Group
Florida
$4.64K +$4.64K +150,826 New
TWA
213
TCI Wealth Advisors
Arizona
$3K +$3K +97 New
GRP
214
Global Retirement Partners
California
$2K – – –
JFA
215
JNBA Financial Advisors
Minnesota
$1K – – –
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$1K – – –
Jane Street
217
Jane Street
New York
– -$17.7M -574,614 Closed
UIA
218
UBP Investment Advisors
Switzerland
– -$7.64M -248,462 Closed
SWP
219
Stratos Wealth Partners
Ohio
– -$3.89M -126,501 Closed
EDRH
220
Edmond de Rothschild Holding
Switzerland
– -$1.4M -45,554 Closed
KWA
221
KCS Wealth Advisory
California
– -$727K -23,643 Closed
LCC
222
Lincoln Capital Corp
Rhode Island
– -$437K -14,228 Closed
TCM
223
Tuttle Capital Management
Connecticut
– -$433K -14,114 Closed
RA
224
RFG Advisory
Alabama
– -$299K -9,714 Closed
VF
225
Virtu Financial
New York
– -$281K -9,144 Closed
6 7 8
9
10