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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

38 hedge funds and large institutions have $109M invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $109M → $109M (-$176K)

0.3% less ownership

Funds ownership: 28.11%27.81% (-0.3%)

5% less funds holding

Funds holding: 4038 (-2)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$69.5M +$3.28M +108,047 +5%
Bank of America
2
Bank of America
North Carolina
$8.36M +$540K +17,785 +7%
Morgan Stanley
3
Morgan Stanley
New York
$5.6M +$381K +12,542 +7%
UBS Group
4
UBS Group
Switzerland
$2.51M +$513K +16,889 +26%
LPL Financial
5
LPL Financial
California
$2.3M +$1.33M +43,692 +138%
FIM
6
Freedom Investment Management
Connecticut
$2.3M -$746K -24,544 -25%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.18M +$55.9K +1,841 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.77M -$201K -6,623 -10%
BOTW
9
Bank of the West
California
$1.6M
AIM
10
Avity Investment Management
Connecticut
$1.52M -$993K -32,700 -40%
Ameriprise
11
Ameriprise
Minnesota
$1.49M -$556K -18,310 -27%
AP
12
Advisors Preferred
Maryland
$1.46M +$177K +5,840 +14%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.09M -$1.19M -39,136 -52%
NEPWA
14
New England Private Wealth Advisors
Massachusetts
$1.01M +$2.04K +67 +0.2%
TFA
15
Transamerica Financial Advisors
Florida
$988K +$114K +3,748 +13%
Jane Street
16
Jane Street
New York
$864K +$864K +28,434 New
ACM
17
Argentus Capital Management
Texas
$740K -$271K -8,909 -27%
HFS
18
HL Financial Services
Kentucky
$650K -$19.7K -650 -3%
CC
19
Courier Capital
New York
$512K -$63.8K -2,100 -11%
CWM
20
Cabot Wealth Management
Massachusetts
$448K -$15.2K -500 -3%
CT
21
Coastline Trust
Rhode Island
$415K
AIG
22
American International Group
New York
$404K +$128K +4,200 +46%
WB
23
WesBanco Bank
West Virginia
$297K
CG
24
Colony Group
Massachusetts
$237K -$54.7K -1,800 -19%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$235K -$25.9K -854 -10%

FLRN Hedge Fund Activity: Q1 2016 in Review

38 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q1 2016, worth a combined $109M — down 0.16% from $109M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FLRN and 4 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 11 added.

The largest buyer was Raymond James & Associates, adding an estimated $3.28M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.68M sold.

  • 38 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q1 2016, down from 40 in Q4 2015.
  • Funds reported $109M of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q1 2016, down 0.16% quarter-over-quarter.
  • 4 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q1 2016 and 6 closed out, a net change of -2 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q1 2016 was Raymond James & Associates, an estimated $3.28M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q1 2016 was Susquehanna International Group, an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2016.