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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

301 hedge funds and large institutions have $1.63B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 24

7% more funds holding

Funds holding: 281301 (+20)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

1.91% more ownership

Funds ownership: 65.56%67.47% (+1.9%)

2% more capital invested

Capital invested by funds: $1.6B → $1.63B (+$29.3M)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

Holders
301
Holders Change
+20
Holders Change %
+7.12%
% of All Funds
4.63%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.42%
New
50
Increased
105
Reduced
105
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$449K -$73.9K -2,415 -14%
NMG
202
New Millennium Group
Utah
$421K +$422K +13,775 New
UB
203
UMB Bank
Missouri
$390K +$390K +12,737 New
IWC
204
Integrated Wealth Concepts
Massachusetts
$388K -$258K -8,425 -40%
OWA
205
Octavia Wealth Advisors
Ohio
$387K
IA
206
IFP Advisors
Florida
$385K +$16.7K +544 +5%
CPSAC
207
Chas P. Smith & Associates (CPS)
Florida
$384K
MA
208
Mutual Advisors
Nebraska
$376K -$8.57K -280 -2%
MMA
209
Miracle Mile Advisors
California
$374K +$375K +12,235 New
BWAM
210
Boyd Watterson Asset Management
Ohio
$371K -$27.9K -911 -7%
EDRIA
211
Edmonds Duncan Registered Investment Advisors
Kansas
$363K
PHS
212
Pekin Hardy Strauss
Illinois
$362K -$112K -3,650 -24%
ME
213
McIlrath & Eck
Washington
$361K +$44.1K +1,439 +14%
PWM
214
Purus Wealth Management
California
$338K -$144K -4,691 -30%
BCM
215
Brookstone Capital Management
Illinois
$334K +$18K +587 +6%
JWCA
216
J.W. Cole Advisors
Florida
$331K +$331K +10,805 New
Deutsche Bank
217
Deutsche Bank
Germany
$326K
William Blair & Company
218
William Blair & Company
Illinois
$319K -$21.1K -688 -6%
WB
219
WesBanco Bank
West Virginia
$299K
MFG
220
MidWestOne Financial Group
Iowa
$298K
SSWM
221
Sheets Smith Wealth Management
North Carolina
$281K -$55.8K -1,824 -17%
WF
222
Welch & Forbes
Massachusetts
$275K
CW
223
CreativeOne Wealth
Kansas
$263K +$263K +8,594 New
RG
224
Retirement Group
California
$260K -$79.4K -2,595 -23%
GI
225
GS Investments
Minnesota
$258K -$10.7K -350 -4%

FLRN Hedge Fund Activity: Q4 2021 in Review

301 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2021, worth a combined $1.63B — up 1.8% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new FLRN positions and 24 closed out — a net gain of 26 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was Terril Brothers, adding an estimated $24.1M. The largest seller was Alesco Advisors, cutting an estimated $68.9M.

  • 301 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2021, up from 281 in Q3 2021.
  • Funds reported $1.63B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2021, up 1.8% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2021 and 24 closed out, a net change of +26 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2021 was Terril Brothers, an estimated $24.1M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2021 was Alesco Advisors, an estimated $68.9M sold.

Based on aggregated 13F filings for Q4 2021.