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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

262 hedge funds and large institutions have $1.68B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.07% more ownership

Funds ownership: 61.87%66.94% (+5.1%)

2% more capital invested

Capital invested by funds: $1.64B → $1.68B (+$36.4M)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

1% less funds holding

Funds holding: 265262 (-3)

21% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 111

Holders
262
Holders Change
-3
Holders Change %
-1.13%
% of All Funds
5.29%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
23
Increased
88
Reduced
111
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
201
Ameritas Investment Partners
Nebraska
$247K +$6.2K +203 +3%
SP
202
Successful Portfolios
Florida
$242K -$18.3K -600 -7%
SWP
203
Strategic Wealth Partners
Ohio
$241K -$88.3K -2,890 -27%
RI
204
Ridgewood Investments
New Jersey
$237K +$237K +7,758 New
FWM
205
Foresight Wealth Management
Utah
$232K -$134K -4,396 -37%
MCA
206
Magnolia Capital Advisors
Mississippi
$232K
AWA
207
Arete Wealth Advisors
Illinois
$226K -$16.8K -551 -7%
CA
208
Cetera Advisors
Colorado
$222K +$221K +7,245 New
PWMG
209
Prestige Wealth Management Group
New Jersey
$217K -$672 -22 -0.3%
SB
210
Strategic Blueprint
Georgia
$214K -$22.2K -725 -9%
SPA
211
Sentinel Pension Advisors
Massachusetts
$214K +$213K +6,984 New
BFEC
212
Benjamin F. Edwards & Company
Missouri
$210K -$4.58K -150 -2%
LWPC
213
Legacy Wealth Partners (California)
California
$209K
CW
214
CreativeOne Wealth
Kansas
$205K +$205K +6,721 New
MWM
215
McNaughton Wealth Management
California
$203K -$788K -25,781 -79%
NEPWA
216
New England Private Wealth Advisors
Massachusetts
$202K +$428 +14 +0.2%
GRP
217
Global Retirement Partners
California
$167K -$13.7K -450 -8%
PA
218
Parallel Advisors
California
$125K +$6.02K +197 +5%
CFG
219
Capstone Financial Group
Oklahoma
$123K
CAAS
220
Capital Asset Advisory Services
Michigan
$108K
VFA
221
Valeo Financial Advisors
Indiana
$103K -$7.49K -245 -7%
GFPC
222
Global Financial Private Client
Florida
$96.9K -$50.5K -1,652 -34%
ACA
223
Aptus Capital Advisors
Alabama
$86K +$41.3K +1,352 +92%
CHA
224
Carmichael Hill & Associates
Maryland
$83K
AA
225
AlphaCentric Advisors
Puerto Rico
$78K -$1.01K -33 -1%

FLRN Hedge Fund Activity: Q3 2020 in Review

262 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q3 2020, worth a combined $1.68B — up 2.2% from $1.64B a quarter earlier.

Fund positioning in FLRN was balanced in Q3 2020: 23 funds opened new positions, 23 closed out, 88 added to existing stakes and 111 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $16.4M. The largest seller was Citadel Advisors, cutting an estimated $42.2M.

  • 262 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q3 2020, down from 265 in Q2 2020.
  • Funds reported $1.68B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q3 2020, up 2.2% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q3 2020 and 23 closed out, a net change of 0 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q3 2020 was AssetMark Inc, an estimated $16.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q3 2020 was Citadel Advisors, an estimated $42.2M sold.

Based on aggregated 13F filings for Q3 2020.