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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

339 hedge funds and large institutions have $1.67B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 131 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $314K

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

5% more funds holding

Funds holding: 322339 (+17)

0.51% less ownership

Funds ownership: 61.32%60.81% (-0.51%)

3% less capital invested

Capital invested by funds: $1.72B → $1.67B (-$46.8M)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

17% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 131

Holders
339
Holders Change
+17
Holders Change %
+5.28%
% of All Funds
4.46%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.26%
New
37
Increased
109
Reduced
131
Closed
18
Calls
$1.22M
Puts
$314K
Net Calls
+$910K
Net Calls Change
+$826K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
MCF Advisors
Kentucky
$349K +$2.3K +75 +0.7%
1L
202
10Elms LLP
Oklahoma
$343K -$6.38K -208 -2%
GRP
203
Global Retirement Partners
California
$340K +$338K +11,029 New
OWA
204
Octavia Wealth Advisors
Ohio
$339K -$29.8K -970 -8%
AI
205
Atria Investments
North Carolina
$327K +$51K +1,663 +19%
OFG
206
Opulen Financial Group
Virginia
$326K -$28.2K -919 -8%
MWP
207
Meriwether Wealth & Planning
Louisiana
$321K -$654K -21,319 -67%
VIP
208
Vantage Investment Partners
Missouri
$320K
BFG
209
Bleakley Financial Group
New Jersey
$316K +$1.66K +54 +0.5%
IAN
210
Integrated Advisors Network
Texas
$315K -$21.6K -705 -6%
CCG
211
Chatham Capital Group
Georgia
$308K
SAM
212
Synergy Asset Management
Washington
$308K
FW
213
FullCircle Wealth
Texas
$307K
ARC
214
Advisor Resource Council
Texas
$301K -$6.34M -206,657 -95%
WAM
215
Worth Asset Management
Texas
$301K -$614 -20 -0.2%
Focus Partners Wealth
216
Focus Partners Wealth
Massachusetts
$299K -$16.3K -532 -5%
CPSAC
217
Chas P. Smith & Associates (CPS)
Florida
$296K -$113K -3,675 -28%
VFS
218
Valpey Financial Services
New Hampshire
$295K +$294K +9,567 New
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$289K -$10.7K -350 -4%
LWM
220
Liberty Wealth Management
California
$287K -$256K -8,356 -47%
Envestnet Portfolio Solutions
221
Envestnet Portfolio Solutions
Illinois
$284K -$27.3K -890 -9%
ET
222
Equitable Trust
Tennessee
$278K -$278K -9,043 -50%
KOC
223
Koss-Olinger Consulting
Florida
$277K -$1.44K -47 -0.5%
ATPW
224
Ashton Thomas Private Wealth
Arizona
$273K -$706 -23 -0.3%
RWM
225
Revisor Wealth Management
Ohio
$267K -$11.4K -371 -4%

FLRN Hedge Fund Activity: Q2 2025 in Review

339 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2025, worth a combined $1.67B — down 2.7% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FLRN positions and 18 closed out — a net gain of 19 holders — while 109 added to existing stakes and 131 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $40.5M. The largest seller was Wealthfront Advisers, cutting an estimated $71.4M.

  • 339 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2025, up from 322 in Q1 2025.
  • Funds reported $1.67B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2025, down 2.7% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2025 and 18 closed out, a net change of +19 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $40.5M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2025 was Wealthfront Advisers, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2025.