State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
38 hedge funds and large institutions have $119M invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
12% more funds holding
Funds holding: 34 → 38 (+4)
7% more capital invested
Capital invested by funds: $111M → $119M (+$8.08M)
2.25% more ownership
Funds ownership: 28.02% → 30.26% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.76M |
| 2 |
BOTW
Bank of the West
Monterey Park,
California
|
+$1.8M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$1.67M |
| 4 |
Morgan Stanley
New York
|
+$882K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$508K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Avity Investment Management
Greenwich,
Connecticut
|
-$947K |
| 2 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$829K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$541K |
| 4 |
State Street
Boston,
Massachusetts
|
-$134K |
| 5 |
SCA
Strategic Capital Alternatives
Gig Harbor,
United States
|
-$125K |
FLRN Hedge Fund Activity: Q4 2014 in Review
38 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2014, worth a combined $119M — up 7.3% from $111M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FLRN positions and 3 closed out — a net gain of 5 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $2.76M. The largest seller was Avity Investment Management, cutting an estimated $947K.
- 38 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2014, up from 34 in Q3 2014.
- Funds reported $119M of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2014, up 7.3% quarter-over-quarter.
- 8 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2014 and 3 closed out, a net change of +5 holders.
- The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2014 was Raymond James & Associates, an estimated $2.76M added.
- The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2014 was Avity Investment Management, an estimated $947K sold.
Based on aggregated 13F filings for Q4 2014.