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State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

328 hedge funds and large institutions have $1.76B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 107 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 107

5% more capital invested

Capital invested by funds: $1.67B → $1.76B (+$90.7M)

4.42% more ownership

Funds ownership: 60.81% → 65.23% (+4.4%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

3% less funds holding

Funds holding: 339 → 328 (-11)

10% less funds holding in top 10

Funds holding in top 10: 20 → 18 (-2)

Holders
328
Holders Change
-11
Holders Change %
-3.24%
% of All Funds
4.31%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
29
Increased
128
Reduced
107
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$33.2M
2
OPAM
Ocean Park Asset Management
California
+$25.7M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$22.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.5M
5
NYLIM
New York Life Investment Management
New York
+$8.68M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$14.6M
2
OWA
Outlook Wealth Advisors
Texas
-$7.65M
3
AF
Allworth Financial
California
-$6.47M
4
AssetMark Inc
AssetMark Inc
California
-$5.68M
5
Ameriprise
Ameriprise
Minnesota
-$5.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
201
Lunt Capital Management
Utah
$365K +$677 +22 +0.2%
Envestnet Portfolio Solutions
202
Envestnet Portfolio Solutions
Illinois
$358K +$74.1K +2,408 +26%
Comerica Bank
203
Comerica Bank
Texas
$355K -$82.6K -2,682 -19%
MA
204
MCF Advisors
Kentucky
$352K +$2.34K +76 +0.7%
CPL
205
CAP Partners LLC
Tennessee
$348K -$11.1K -362 -3%
IA
206
IFG Advisory
Georgia
$347K -$35K -1,137 -9%
1L
207
10Elms LLP
Oklahoma
$343K – – –
CPRC
208
Consolidated Portfolio Review Corp
New York
$341K +$110K +3,587 +48%
Koshinski Asset Management
209
Koshinski Asset Management
Illinois
$336K +$84.1K +2,731 +34%
ATPW
210
Ashton Thomas Private Wealth
Arizona
$333K +$60.2K +1,955 +22%
BAMG
211
Brand Asset Management Group
Missouri
$329K +$328K +10,661 New
NFG
212
Nations Financial Group
Iowa
$320K -$45K -1,460 -12%
VIP
213
Vantage Investment Partners
Missouri
$320K – – –
BFG
214
Bleakley Financial Group
New Jersey
$318K +$1.69K +55 +0.5%
Stifel Financial
215
Stifel Financial
Missouri
$313K +$312K +10,146 New
VFS
216
Valpey Financial Services
New Hampshire
$312K +$16.8K +545 +6%
CCG
217
Chatham Capital Group
Georgia
$309K – – –
OFG
218
Opulen Financial Group
Virginia
$307K -$19.6K -637 -6%
NAM
219
NTV Asset Management
West Virginia
$306K -$97.8K -3,175 -24%
P
220
&Partners
Tennessee
$299K +$67.8K +2,201 +29%
FW
221
FullCircle Wealth
Texas
$298K -$9.12K -296 -3%
RFP
222
Root Financial Partners
California
$293K -$187K -6,086 -39%
VT
223
Vise Technologies
New York
$293K +$293K +9,509 New
LWM
224
Liberty Wealth Management
California
$291K +$3.57K +116 +1%
GWM
225
GSB Wealth Management
Connecticut
$285K +$26.2K +850 +10%
7 8
9
10 11

FLRN Hedge Fund Activity: Q3 2025 in Review

328 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q3 2025, worth a combined $1.76B — up 5.4% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of FLRN and 29 opened new positions — a net loss of 3 holders — while 107 trimmed existing stakes and 128 added.

The largest buyer was JP Morgan Chase, adding an estimated $33.2M. The largest seller was Renaissance Technologies, cutting an estimated $14.6M.

  • 328 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q3 2025, down from 339 in Q2 2025.
  • Funds reported $1.76B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q3 2025, up 5.4% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q3 2025 and 32 closed out, a net change of -3 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $33.2M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q3 2025 was Renaissance Technologies, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2025.