FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

338 hedge funds and large institutions have $2.05B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 126 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+38
Holders Change %
+12.67%
% of All Funds
5.35%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.6%
New
68
Increased
126
Reduced
98
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DCM
Davidson Capital Management
Texas
+$64.5M
2
Wells Fargo
Wells Fargo
California
+$50.1M
3
Ameriprise
Ameriprise
Minnesota
+$47.3M
4
MWA
MFA Wealth Advisors
Pennsylvania
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.6M

Top Sellers

1
UIA
UBP Investment Advisors
Switzerland
-$271M
2
RWM
Refined Wealth Management
Utah
-$13.3M
3
COF
Capital One Financial
Virginia
-$9.97M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$9.22M
5
CL
COWA LLC
Oklahoma
-$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
201
Ashton Thomas Private Wealth
Arizona
$586K +$99.8K +3,272 +21%
MWM
202
Modera Wealth Management
New Jersey
$581K -$20.1K -660 -3%
GA
203
GFS Advisors
Texas
$579K -$1.96M -64,200 -77%
CCG
204
Ceeto Capital Group
Florida
$579K -$30.5K -1,000 -5%
PAS
205
Park Avenue Securities
New York
$576K +$576K +18,885 New
SP
206
Successful Portfolios
Florida
$574K +$27.5K +901 +5%
NGA
207
Naples Global Advisors
Florida
$568K +$1.53K +50 +0.3%
FHA
208
Flagship Harbor Advisors
Massachusetts
$564K +$564K +18,506 New
SIA
209
Strategic Investment Advisors
Michigan
$563K -$725K -23,772 -56%
NEPWA
210
New England Private Wealth Advisors
Massachusetts
$563K +$306 +10 +0.1%
LMKC
211
L.M. Kohn & Company
Ohio
$561K +$561K +18,381 New
AAS
212
Avantax Advisory Services
Texas
$558K -$156K -5,102 -22%
SWP
213
Strategic Wealth Partners
Ohio
$530K +$530K +17,393 New
KOC
214
Koss-Olinger Consulting
Florida
$528K +$32.5K +1,067 +7%
GWM
215
Geneos Wealth Management
Colorado
$526K +$307K +10,096 +141%
UB
216
UMB Bank
Missouri
$509K +$121K +3,968 +31%
AAS
217
Ameritas Advisory Services
Nebraska
$500K -$101K -3,308 -17%
Goldman Sachs
218
Goldman Sachs
New York
$499K -$3.41M -111,685 -87%
PL
219
Protective Life
Alabama
$497K – – –
ASN
220
Advisory Services Network
Georgia
$497K +$497K +16,283 New
FA
221
Forefront Analytics
Pennsylvania
$495K +$274 +9 +0.1%
AWA
222
Arete Wealth Advisors
Illinois
$482K +$5.46K +179 +1%
SW
223
Simplicity Wealth
New Jersey
$481K -$635K -20,809 -57%
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$476K +$28.6K +940 +6%
KFP
225
KMG Fiduciary Partners
Ohio
$467K +$61 +2 +0%
7 8
9
10 11