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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

325 hedge funds and large institutions have $1.7B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

7% more capital invested

Capital invested by funds: $1.59B → $1.7B (+$116M)

2% more funds holding

Funds holding: 319325 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

0.41% less ownership

Funds ownership: 69.15%68.73% (-0.41%)

2% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 118

89% less call options, than puts

Call options by funds: $43K | Put options by funds: $376K

Holders
325
Holders Change
+6
Holders Change %
+1.88%
% of All Funds
4.69%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
39
Increased
116
Reduced
118
Closed
29
Calls
$43K
Puts
$376K
Net Calls
-$333K
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Change in
Stake
CPL
201
CAP Partners LLC
Tennessee
$412K +$203K +6,589 +97%
CW
202
CreativeOne Wealth
Kansas
$412K -$683K -22,200 -62%
DWM
203
Destination Wealth Management
California
$405K +$2.52K +82 +0.6%
CFS
204
Cannon Financial Strategists
Georgia
$404K
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$404K -$236K -7,672 -37%
EH
206
Equitable Holdings
New York
$400K -$17.9K -581 -4%
MWM
207
Marion Wealth Management
Pennsylvania
$388K -$192K -6,235 -33%
SWM
208
Silverlake Wealth Management
Vermont
$381K +$523 +17 +0.1%
EFG
209
Ethos Financial Group
Pennsylvania
$378K +$117K +3,792 +45%
HNB
210
Huntington National Bank
Ohio
$376K
OWA
211
Octavia Wealth Advisors
Ohio
$369K +$29.9K +970 +9%
Comerica Bank
212
Comerica Bank
Texas
$369K +$14.9K +483 +4%
NA
213
NewEdge Advisors
Louisiana
$359K +$16.5K +537 +5%
SPFA
214
Summit Place Financial Advisors
New Jersey
$358K -$339K -11,000 -49%
SA
215
Sanctuary Advisors
Indiana
$354K +$353K +11,477 New
OWA
216
Outlook Wealth Advisors
Texas
$353K +$398K +12,944 +6%
VIP
217
Vantage Investment Partners
Missouri
$340K -$418K -13,574 -55%
MA
218
MCF Advisors
Kentucky
$339K +$2.65K +86 +0.8%
Focus Partners Wealth
219
Focus Partners Wealth
Massachusetts
$339K +$2.4K +78 +0.7%
Stifel Financial
220
Stifel Financial
Missouri
$339K +$4.06K +132 +1%
GWM
221
GSB Wealth Management
Connecticut
$333K
AP
222
Adero Partners
California
$331K
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$328K -$106K -3,444 -24%
WIA
224
World Investment Advisors
California
$319K +$67.7K +2,198 +27%
LCM
225
Lunt Capital Management
Utah
$316K +$20.2K +656 +7%

FLRN Hedge Fund Activity: Q2 2024 in Review

325 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2024, worth a combined $1.7B — up 7.3% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FLRN positions and 29 closed out — a net gain of 10 holders — while 116 added to existing stakes and 118 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $52.8M. The largest seller was Wells Fargo, cutting an estimated $17.2M.

  • 325 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2024, up from 319 in Q1 2024.
  • Funds reported $1.7B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2024 and 29 closed out, a net change of +10 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $52.8M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2024 was Wells Fargo, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2024.