FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

261 hedge funds and large institutions have $1.67B invested in 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, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
5.28%
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
110
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$16.4M
2
IA
IndexIQ Advisors
New York
+$14.5M
3
SMM
Stadion Money Management
Georgia
+$12.6M
4
State Street
State Street
Massachusetts
+$11.8M
5
WCM
Windham Capital Management
Massachusetts
+$11.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$42.2M
2
Jane Street
Jane Street
New York
-$32.7M
3
UBS Group
UBS Group
Switzerland
-$19M
4
Ameriprise
Ameriprise
Minnesota
-$11.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
201
Successful Portfolios
Florida
$242K -$18.4K -600 -7%
SWP
202
Strategic Wealth Partners
Ohio
$241K -$88.3K -2,890 -27%
RI
203
Ridgewood Investments
New Jersey
$237K +$237K +7,758 New
FWM
204
Foresight Wealth Management
Utah
$232K -$134K -4,396 -37%
MCA
205
Magnolia Capital Advisors
Mississippi
$232K – – –
AWA
206
Arete Wealth Advisors
Illinois
$226K -$16.9K -551 -7%
CA
207
Cetera Advisors
Colorado
$222K +$222K +7,245 New
PWMG
208
Prestige Wealth Management Group
New Jersey
$217K -$673 -22 -0.3%
SB
209
Strategic Blueprint
Georgia
$214K -$22.2K -725 -9%
SPA
210
Sentinel Pension Advisors
Massachusetts
$214K +$214K +6,984 New
BFEC
211
Benjamin F. Edwards & Company
Missouri
$210K -$4.6K -150 -2%
LWP
212
Legacy Wealth Partners
California
$209K – – –
CW
213
CreativeOne Wealth
Kansas
$205K +$205K +6,721 New
MWM
214
McNaughton Wealth Management
California
$203K -$787K -25,781 -79%
NEPWA
215
New England Private Wealth Advisors
Massachusetts
$202K +$428 +14 +0.2%
GRP
216
Global Retirement Partners
California
$167K -$13.8K -450 -8%
PA
217
Parallel Advisors
California
$125K +$6.01K +197 +5%
CFG
218
Capstone Financial Group
Oklahoma
$123K – – –
CAAS
219
Capital Asset Advisory Services
Michigan
$108K – – –
VFA
220
Valeo Financial Advisors
Indiana
$103K -$7.51K -245 -7%
GFPC
221
Global Financial Private Client
Florida
$96.9K -$50.5K -1,652 -34%
ACA
222
Aptus Capital Advisors
Alabama
$86K +$41.2K +1,352 +92%
CHA
223
Carmichael Hill & Associates
Maryland
$83K – – –
AA
224
AlphaCentric Advisors
Puerto Rico
$78K -$1K -33 -1%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$78K – – –
7 8
9
10 11