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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

350 hedge funds and large institutions have $2.33B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 121 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

14% more capital invested

Capital invested by funds: $2.05B → $2.33B (+$281M)

11% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 121

3% more funds holding

Funds holding: 339350 (+11)

2.58% more ownership

Funds ownership: 69.98%72.55% (+2.6%)

Holders
350
Holders Change
+11
Holders Change %
+3.24%
% of All Funds
5.9%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.77%
New
44
Increased
134
Reduced
121
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
201
UMB Bank
Missouri
$614K +$113K +3,702 +22%
BFA
202
Brendel Financial Advisors
New Hampshire
$606K -$653K -21,482 -52%
B
203
Bailard
California
$604K -$118K -3,880 -16%
PA
204
Procyon Advisors
Connecticut
$596K -$60.5K -1,992 -9%
DADC
205
D.A. Davidson & Co
Montana
$595K +$601K +19,773 New
SP
206
Successful Portfolios
Florida
$577K +$10.1K +331 +2%
CCG
207
Ceeto Capital Group
Florida
$572K
NEPWA
208
New England Private Wealth Advisors
Massachusetts
$563K -$91 -3 -0%
NGA
209
Naples Global Advisors
Florida
$555K -$6.08K -200 -1%
AAS
210
Avantax Advisory Services
Texas
$551K +$851 +28 +0.2%
ATPW
211
Ashton Thomas Private Wealth
Arizona
$550K -$29.3K -965 -5%
RI
212
Ridgewood Investments
New Jersey
$548K -$44.6K -1,467 -7%
HI
213
Harbour Investments
Wisconsin
$543K +$548K +18,034 New
RCM
214
Raleigh Capital Management
North Carolina
$541K +$213K +7,010 +64%
FHA
215
Flagship Harbor Advisors
Massachusetts
$538K -$19.5K -642 -3%
SWP
216
Strategic Wealth Partners
Ohio
$524K
KOC
217
Koss-Olinger Consulting
Florida
$523K +$973 +32 +0.2%
LMKC
218
L.M. Kohn & Company
Ohio
$501K -$53.7K -1,766 -10%
OMC
219
Old Mission Capital
Illinois
$501K +$506K +16,634 New
MWM
220
Modera Wealth Management
New Jersey
$496K -$78.3K -2,576 -14%
PL
221
Protective Life
Alabama
$491K
FA
222
Forefront Analytics
Pennsylvania
$490K +$881 +29 +0.2%
Goldman Sachs
223
Goldman Sachs
New York
$486K -$6.29K -207 -1%
SIA
224
Strategic Investment Advisors
Michigan
$485K -$71.6K -2,357 -13%
AAS
225
Ameritas Advisory Services
Nebraska
$477K -$17.2K -566 -3%

FLRN Hedge Fund Activity: Q2 2022 in Review

350 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2022, worth a combined $2.33B — up 14% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FLRN positions and 27 closed out — a net gain of 17 holders — while 134 added to existing stakes and 121 trimmed.

The largest buyer was Ameriprise, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $33.8M.

  • 350 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2022, up from 339 in Q1 2022.
  • Funds reported $2.33B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2022, up 14% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2022 and 27 closed out, a net change of +17 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2022 was Ameriprise, an estimated $189M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2022 was Morgan Stanley, an estimated $33.8M sold.

Based on aggregated 13F filings for Q2 2022.