FLRN icon

SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN

Overview Fund Activity

338 hedge funds and large institutions have $2.05B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 126 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+38
Holders Change %
+12.67%
% of All Funds
5.35%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.6%
New
68
Increased
126
Reduced
98
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DCM
Davidson Capital Management
Texas
+$64.5M
2
Wells Fargo
Wells Fargo
California
+$50.1M
3
Ameriprise
Ameriprise
Minnesota
+$47.3M
4
MWA
MFA Wealth Advisors
Pennsylvania
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.6M

Top Sellers

1
UIA
UBP Investment Advisors
Switzerland
-$271M
2
RWM
Refined Wealth Management
Utah
-$13.3M
3
COF
Capital One Financial
Virginia
-$9.97M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$9.22M
5
CL
COWA LLC
Oklahoma
-$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$147M +$47.3M +1,552,472 +48%
APP
2
Avantax Planning Partners
Iowa
$143M +$775K +25,409 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$131M +$19.7M +645,095 +18%
Wells Fargo
4
Wells Fargo
California
$70.8M +$50.1M +1,643,508 +243%
VA
5
Valmark Advisers
Ohio
$70M -$667K -21,878 -0.9%
KeyBank National Association
6
KeyBank National Association
Ohio
$66.8M +$1.65M +54,147 +3%
DCM
7
Davidson Capital Management
Texas
$64.5M +$64.5M +2,116,379 New
Bank of America
8
Bank of America
North Carolina
$56.8M +$21.9M +719,866 +63%
LPL Financial
9
LPL Financial
California
$39.9M +$13M +425,357 +48%
UBS Group
10
UBS Group
Switzerland
$38.3M +$805K +26,417 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$35.1M +$23.6M +774,461 +205%
CCA
12
Clearwater Capital Advisors
Illinois
$34.9M +$7.71M +252,858 +28%
State Street
13
State Street
Massachusetts
$33.7M +$3.34M +109,695 +11%
TB
14
Terril Brothers
Missouri
$32.4M -$716K -23,485 -2%
AA
15
Alesco Advisors
New York
$30.6M +$196K +6,426 +0.6%
MWA
16
MFA Wealth Advisors
Pennsylvania
$29.1M +$29.1M +954,262 New
RA
17
RFG Advisory
Alabama
$29M +$3.56M +116,774 +14%
ECML
18
Eagle Capital Management (Louisiana)
Louisiana
$23.9M +$147K +4,805 +0.6%
Osaic Holdings
19
Osaic Holdings
Arizona
$22.2M +$13.8M +517,661 +164%
APW
20
Aurora Private Wealth
New Jersey
$21.7M +$4.43M +145,202 +26%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$19.8M +$1.35M +44,238 +7%
AIM
22
Astor Investment Management
Illinois
$19.7M +$19.7M +647,408 New
CM
23
Cornerstone Management
Georgia
$19.5M +$14.1M +461,836 +258%
TCM
24
Towercrest Capital Management
Pennsylvania
$19.5M -$751K -24,622 -4%
WMG
25
WESCAP Management Group
California
$19.4M -$163K -5,362 -0.8%
1
2 3 4 5