FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

281 hedge funds and large institutions have $1.55B invested in 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, 116 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+20
Holders Change %
+7.66%
% 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
116
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$27.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.6M
3
State Street
State Street
Massachusetts
+$10.2M
4
Morgan Stanley
Morgan Stanley
New York
+$7.78M
5
UIA
UBP Investment Advisors
Switzerland
+$7.38M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$101M
2
MCM
Model Capital Management
Massachusetts
-$78.9M
3
Wells Fargo
Wells Fargo
California
-$15.6M
4
SMM
Stadion Money Management
Georgia
-$12.6M
5
MWC
MBM Wealth Consultants
Missouri
-$9.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
201
RiverFront Investment Group
Virginia
$271K +$271K +8,871 New
BHWM
202
Bay Harbor Wealth Management
Maryland
$266K -$148K -4,823 -36%
RIM
203
Rockbridge Investment Management
New York
$253K -$249K -8,120 -50%
MFW
204
Mosaic Family Wealth
Missouri
$253K +$253K +8,259 New
ME
205
McIlrath & Eck
Washington
$251K +$251K +8,214 New
RI
206
Ridgewood Investments
New Jersey
$237K – – –
MSFS
207
Main Street Financial Solutions
Pennsylvania
$235K +$235K +7,670 New
IP
208
Intellectus Partners
California
$230K -$61.3K -1,999 -21%
SP
209
Successful Portfolios
Florida
$229K -$12.6K -413 -5%
MCA
210
Magnolia Capital Advisors
Mississippi
$229K -$2.75K -90 -1%
VBFP
211
Valtinson Bruner Financial Planning
Minnesota
$222K -$2.72M -88,871 -92%
TA
212
TrueWealth Advisors
Alabama
$220K +$220K +7,181 New
PWMG
213
Prestige Wealth Management Group
New Jersey
$217K – – –
NL
214
NWAM LLC
Washington
$214K +$214K +7,005 New
SPA
215
Sentinel Pension Advisors
Massachusetts
$212K -$1.65K -54 -0.8%
SB
216
Strategic Blueprint
Georgia
$212K -$1.22K -40 -0.6%
SPC
217
Sigma Planning Corp
Michigan
$210K -$296K -9,666 -58%
CGFA
218
Colton Groome Financial Advisors
North Carolina
$209K -$110K -3,582 -34%
LWP
219
Legacy Wealth Partners
California
$209K – – –
AWA
220
Arete Wealth Advisors
Illinois
$207K -$18.9K -618 -8%
CA
221
Cetera Advisors
Colorado
$207K -$14.3K -467 -6%
MGI
222
MayTech Global Investments
New York
$203K +$203K +6,652 New
NEPWA
223
New England Private Wealth Advisors
Massachusetts
$202K +$397 +13 +0.2%
AIP
224
Ameritas Investment Partners
Nebraska
$197K -$49.8K -1,634 -20%
BFEC
225
Benjamin F. Edwards & Company
Missouri
$193K -$17.2K -560 -8%
7 8
9
10 11