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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

67 hedge funds and large institutions have $267M invested in SPDR Blackstone Senior Loan ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
14
Increased
27
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$22.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$30.8M
3
CS
3
Credit Suisse
Switzerland
$24.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$15M
5
Wells Fargo
5
Wells Fargo
California
$5.59M

Top Sellers

1
Blackstone Inc
1
Blackstone Inc
New York
$0
2
WCM
2
Weatherstone Capital Management
Colorado
$7.67M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.94M
4
PPA
4
Parametric Portfolio Associates
Washington
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFC
26
Coyle Financial Counsel
Illinois
$1.75M 35,018 +35,018 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.53M 30,601 +17,067 +126%
LPL Financial
28
LPL Financial
California
$1.48M 29,599 -925 -3%
ACM
29
Aviance Capital Management
Florida
$1.43M 28,654 -830 -3%
BRWA
30
B. Riley Wealth Advisors
Florida
$1.38M 27,648 +4,637 +20%
GCM
31
Grisanti Capital Management
New York
$1.23M 24,540 +11,900 +94%
VA
32
Valmark Advisers
Ohio
$1.1M 22,001 +22,001 New
GI
33
Gradient Investments
Minnesota
$1.06M 21,214 -4,626 -18%
VKH
34
Virtu KCG Holdings
New York
$1.02M 20,331 -14,809 -42%
CFS
35
Community Financial System
New York
$1M 20,000 +20,000 New
GLA
36
Great Lakes Advisors
Illinois
$986K 19,714 +2,318 +13%
GC
37
Guggenheim Capital
Illinois
$889K 17,788 +17,788 New
AIG
38
American International Group
New York
$872K 17,439 -588 -3%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$825K 16,487 +8,165 +98%
SFG
40
SNS Financial Group
Minnesota
$778K 15,559 +3,350 +27%
CC
41
Callan Capital
California
$724K 14,469 -6,337 -30%
KFC
42
Klingenstein Fields & Co
New York
$625K 12,495 +2,695 +28%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$621K 12,410 -2,456 -17%
KFS
44
KMS Financial Services
Washington
$488K 9,762 +186 +2%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$470K 9,400 +9,400 New
GBA
46
Garrison Bradford & Associates
New York
$440K 8,800 +8,800 New
BPBT
47
Boston Private Bank & Trust
Massachusetts
$404K 8,075 +3,848 +91%
WT
48
Whittier Trust
California
$372K 7,429 +7,429 New
CC
49
Courier Capital
New York
$337K 6,742 +1,720 +34%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$301K 6,026 +6,026 New
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