We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

178 hedge funds and large institutions have $1.37B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

486% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 7

275% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 24

90% more funds holding in top 10

Funds holding in top 10: 1019 (+9)

60% more capital invested

Capital invested by funds: $858M → $1.37B (+$514M)

23% more funds holding

Funds holding: 145178 (+33)

5.84% more ownership

Funds ownership: 51.61%57.45% (+5.8%)

Holders
178
Holders Change
+33
Holders Change %
+22.76%
% of All Funds
4.08%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.44%
New
41
Increased
90
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$208M +$40.3M +1,309,747 +24%
RJA
2
Raymond James & Associates
Florida
$167M +$26M +847,389 +18%
RIG
3
RiverFront Investment Group
Virginia
$90.6M +$12.4M +403,026 +16%
APP
4
Avantax Planning Partners
Iowa
$88.6M +$5.58M +181,583 +7%
PAG
5
Pinnacle Advisory Group
Maryland
$84.3M +$84.3M +2,744,555 New
Morgan Stanley
6
Morgan Stanley
New York
$69M +$24.3M +789,896 +54%
Wells Fargo
7
Wells Fargo
California
$36.8M +$30.7M +998,679 +506%
UBS Group
8
UBS Group
Switzerland
$31.1M +$15.3M +496,814 +96%
CPO
9
Cerity Partners OCIO
New York
$31M +$30M +976,894 +3,114%
State Street
10
State Street
Massachusetts
$30.5M +$30.5M +993,742 New
MA
11
MCF Advisors
Kentucky
$22M +$21.9M +711,066 +12,264%
KeyBank National Association
12
KeyBank National Association
Ohio
$21.5M +$1.76M +57,286 +9%
BlackRock
13
BlackRock
New York
$20.8M
Bank of America
14
Bank of America
North Carolina
$19.3M +$6.8M +221,398 +54%
Jane Street
15
Jane Street
New York
$17.7M +$17.7M +574,614 New
PIM
16
Penobscot Investment Management
Massachusetts
$16.2M +$2.23M +72,590 +16%
KFA
17
Kays Financial Advisory
Georgia
$16M +$16M +522,046 New
ECML
18
Eagle Capital Management (Louisiana)
Louisiana
$14.4M +$14.1M +458,315 +5,217%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$13.5M +$792K +25,765 +6%
William Blair & Company
20
William Blair & Company
Illinois
$12M -$200K -6,495 -2%
RRC
21
Relaxing Retirement Coach
Massachusetts
$11.6M -$5.45M -177,195 -32%
LYV
22
Live Your Vision
Pennsylvania
$10.5M +$7.71M +250,957 +281%
RRWA
23
Rainey & Randall Wealth Advisors
Florida
$10.3M +$7.57M +246,198 +275%
HAC
24
Harbor Advisory Corp
New Hampshire
$10.2M +$3.52M +114,700 +53%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$9.92M -$3.77M -122,650 -28%

FLRN Hedge Fund Activity: Q1 2018 in Review

178 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q1 2018, worth a combined $1.37B — up 60% from $858M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FLRN positions and 7 closed out — a net gain of 34 holders — while 90 added to existing stakes and 24 trimmed.

The largest buyer was Pinnacle Advisory Group, opening a new position worth an estimated $84.3M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $7.46M sold.

  • 178 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q1 2018, up from 145 in Q4 2017.
  • Funds reported $1.37B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q1 2018, up 60% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q1 2018 and 7 closed out, a net change of +34 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q1 2018 was Pinnacle Advisory Group, an estimated $84.3M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q1 2018 was Mirae Asset Global Investments, an estimated $7.46M sold.

Based on aggregated 13F filings for Q1 2018.