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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

322 hedge funds and large institutions have $1.72B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 132 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 91

13% more call options, than puts

Call options by funds: $740K | Put options by funds: $656K

11% more capital invested

Capital invested by funds: $1.55B → $1.72B (+$169M)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

2% less funds holding

Funds holding: 329322 (-7)

2.3% less ownership

Funds ownership: 63.62%61.32% (-2.3%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
322
Holders Change
-7
Holders Change %
-2.13%
% of All Funds
4.32%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
32
Increased
132
Reduced
91
Closed
31
Calls
$740K
Puts
$656K
Net Calls
+$84K
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$175M +$20M +650,634 +13%
Ameriprise
2
Ameriprise
Minnesota
$123M +$12.2M +397,516 +11%
Morgan Stanley
3
Morgan Stanley
New York
$66.2M +$2.27M +73,726 +4%
LPL Financial
4
LPL Financial
California
$60.4M +$4.86M +157,739 +9%
Renaissance Technologies
5
Renaissance Technologies
New York
$56M +$6.24M +202,500 +13%
Bank of America
6
Bank of America
North Carolina
$54M +$2.65M +85,962 +5%
NYLIM
7
New York Life Investment Management
New York
$49M -$667K -21,650 -1%
IWM
8
IHT Wealth Management
Illinois
$36.7M +$28.4M +923,106 +344%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$35.1M +$8.58M +278,447 +32%
CFMC
10
Curbstone Financial Management Corp
New Hampshire
$34.7M +$1.78M +57,800 +5%
Wells Fargo
11
Wells Fargo
California
$33.9M -$1.07M -34,806 -3%
KeyBank National Association
12
KeyBank National Association
Ohio
$33.3M -$1.09M -35,357 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$30.4M +$1.91M +62,118 +7%
FWI
14
Facet Wealth Inc
Maryland
$30M -$446K -14,466 -1%
VA
15
Valmark Advisers
Ohio
$27.2M +$832K +27,000 +3%
State Street
16
State Street
Massachusetts
$27.1M -$4.2M -136,259 -13%
SIM
17
Stratos Investment Management
Ohio
$25.9M +$629K +20,416 +2%
MAM
18
Milestone Asset Management
Pennsylvania
$25.9M +$23.4M +760,338 +955%
CM
19
Cornerstone Management
Georgia
$23.8M +$516K +16,766 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$23M +$11.6M +375,373 +101%
AA
21
Advisory Alpha
Michigan
$22.6M +$1.35M +43,739 +6%
TCM
22
Towercrest Capital Management
Pennsylvania
$21.4M -$1.61M -52,262 -7%
MWA
23
MFA Wealth Advisors
Pennsylvania
$21.4M +$272K +8,815 +1%
AWMG
24
Alliance Wealth Management Group
New Jersey
$20.6M -$1.54M -49,855 -7%
UBS Group
25
UBS Group
Switzerland
$19M -$564K -18,302 -3%

FLRN Hedge Fund Activity: Q1 2025 in Review

322 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q1 2025, worth a combined $1.72B — up 11% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FLRN positions and 31 closed out — a net gain of 1 holder — while 132 added to existing stakes and 91 trimmed.

The largest buyer was IHT Wealth Management, adding an estimated $28.4M. The largest seller was Fortitude Advisory Group, exiting entirely with an estimated $6.35M sold.

  • 322 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q1 2025, down from 329 in Q4 2024.
  • Funds reported $1.72B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q1 2025 and 31 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q1 2025 was IHT Wealth Management, an estimated $28.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q1 2025 was Fortitude Advisory Group, an estimated $6.35M sold.

Based on aggregated 13F filings for Q1 2025.