We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

282 hedge funds and large institutions have $1.55B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 79 increasing their positions, 117 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

8% more funds holding

Funds holding: 262282 (+20)

0.94% less ownership

Funds ownership: 66.94%66% (-0.94%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

7% less capital invested

Capital invested by funds: $1.68B → $1.55B (-$125M)

32% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 117

Holders
282
Holders Change
+20
Holders Change %
+7.63%
% of All Funds
4.99%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
46
Increased
79
Reduced
117
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
201
GS Investments
Minnesota
$271K -$69K -2,256 -20%
RIG
202
RiverFront Investment Group
Virginia
$271K +$271K +8,871 New
BHWM
203
Bay Harbor Wealth Management
Maryland
$266K -$148K -4,823 -36%
RIM
204
Rockbridge Investment Management
New York
$253K -$248K -8,120 -50%
MFW
205
Mosaic Family Wealth
Missouri
$253K +$253K +8,259 New
ME
206
McIlrath & Eck
Washington
$251K +$251K +8,214 New
RI
207
Ridgewood Investments
New Jersey
$237K
MSFS
208
Main Street Financial Solutions
Pennsylvania
$235K +$235K +7,670 New
IP
209
Intellectus Partners
California
$230K -$61.1K -1,999 -21%
SP
210
Successful Portfolios
Florida
$229K -$12.6K -413 -5%
MCA
211
Magnolia Capital Advisors
Mississippi
$229K -$2.75K -90 -1%
VBFP
212
Valtinson Bruner Financial Planning
Minnesota
$222K -$2.72M -88,871 -92%
TA
213
TrueWealth Advisors
Alabama
$220K +$220K +7,181 New
PWMG
214
Prestige Wealth Management Group
New Jersey
$217K
NL
215
NWAM LLC
Washington
$214K +$214K +7,005 New
SPA
216
Sentinel Pension Advisors
Massachusetts
$212K -$1.65K -54 -0.8%
SB
217
Strategic Blueprint
Georgia
$212K -$1.22K -40 -0.6%
SPC
218
Sigma Planning Corp
Michigan
$210K -$296K -9,666 -58%
CGFA
219
Colton Groome Financial Advisors
North Carolina
$209K -$110K -3,582 -34%
LWPC
220
Legacy Wealth Partners (California)
California
$209K
AWA
221
Arete Wealth Advisors
Illinois
$207K -$18.9K -618 -8%
CA
222
Cetera Advisors
Colorado
$207K -$14.3K -467 -6%
MGI
223
MayTech Global Investments
New York
$203K +$203K +6,652 New
NEPWA
224
New England Private Wealth Advisors
Massachusetts
$202K +$398 +13 +0.2%
AIP
225
Ameritas Investment Partners
Nebraska
$197K -$50K -1,634 -20%

FLRN Hedge Fund Activity: Q4 2020 in Review

282 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2020, worth a combined $1.55B — down 7.4% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FLRN positions and 22 closed out — a net gain of 24 holders — while 79 added to existing stakes and 117 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $27.4M. The largest seller was AssetMark Inc, cutting an estimated $101M.

  • 282 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2020, up from 262 in Q3 2020.
  • Funds reported $1.55B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2020, down 7.4% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2020 and 22 closed out, a net change of +24 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2020 was Citadel Advisors, an estimated $27.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2020 was AssetMark Inc, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2020.