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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

38 hedge funds and large institutions have $95.5M invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 3838 (0)

4.67% less ownership

Funds ownership: 30.26%25.59% (-4.7%)

20% less capital invested

Capital invested by funds: $119M → $95.5M (-$23.4M)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
9
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$59.5M +$9.59M +314,191 +19%
BOTW
2
Bank of the West
California
$8.46M -$2.81M -92,200 -25%
Morgan Stanley
3
Morgan Stanley
New York
$5.1M +$564K +18,475 +12%
Bank of America
4
Bank of America
North Carolina
$3.76M -$3.93M -128,864 -51%
AIM
5
Avity Investment Management
Connecticut
$1.79M -$232K -7,600 -12%
AP
6
Advisors Preferred
Maryland
$1.75M +$73.8K +2,420 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.36M -$159K -5,210 -11%
Ameriprise
8
Ameriprise
Minnesota
$1.29M +$76.3K +2,499 +6%
F
9
FolioMetrix
Nebraska
$1.21M -$238K -7,795 -16%
SCA
10
Strategic Capital Alternatives
United States
$1.2M +$415K +13,605 +53%
NEPWA
11
New England Private Wealth Advisors
Massachusetts
$1.01M -$2.24M -73,388 -69%
UBS Group
12
UBS Group
Switzerland
$894K -$138K -4,517 -13%
CT
13
Coastline Trust
Rhode Island
$845K -$54.9K -1,800 -6%
FIM
14
Freedom Investment Management
Connecticut
$818K +$215K +7,051 +36%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$650K +$44.5K +1,458 +7%
CC
16
Courier Capital
New York
$611K -$229K -7,510 -27%
HFS
17
HL Financial Services
Kentucky
$591K -$29.9K -981 -5%
State Street
18
State Street
Massachusetts
$567K -$201K -6,597 -26%
CWM
19
Cabot Wealth Management
Massachusetts
$553K
LPL Financial
20
LPL Financial
California
$495K +$20K +656 +4%
RIA
21
Regal Investment Advisors
Michigan
$415K -$22.5K -736 -5%
ACM
22
Argentus Capital Management
Texas
$396K +$395K +12,960 New
MCM
23
MV Capital Management
Maryland
$350K
Goldman Sachs
24
Goldman Sachs
New York
$335K +$334K +10,955 New
AIG
25
American International Group
New York
$307K -$631K -20,673 -67%

FLRN Hedge Fund Activity: Q1 2015 in Review

38 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q1 2015, worth a combined $95.5M — down 20% from $119M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FLRN positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $9.59M. The largest seller was AGF Investments Inc, exiting entirely with an estimated $16.7M sold.

  • 38 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $95.5M of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q1 2015, down 20% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q1 2015 and 5 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q1 2015 was Raymond James & Associates, an estimated $9.59M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q1 2015 was AGF Investments Inc, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2015.