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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

75 hedge funds and large institutions have $304M invested in SPDR Blackstone Senior Loan ETF in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+8
Holders Change %
+11.94%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
34
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Aviance Capital Management
Florida
$14.6M
2
CS
2
Credit Suisse
Switzerland
$31.8M
3
BCM
3
Bluefin Capital Management
New York
$6.2M
4
U
4
UBS
Switzerland
$27M
5
JG
5
Jefferies Group
New York
$2.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
WCM
2
Weatherstone Capital Management
Colorado
$4.41M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.17M
4
CCA
4
Catalyst Capital Advisors
New York
$0
5
NC
5
NewSquare Capital
Pennsylvania
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
26
American International Group
New York
$2.32M +$1.44M +28,878 +166%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$2.22M +$8.8K +176 +0.4%
SCG
28
Strategic Capital Group
Washington
$2.15M +$2.07M +41,299 +2,616%
BRWA
29
B. Riley Wealth Advisors
Florida
$2.14M +$761K +15,221 +55%
GWM
30
Greenwich Wealth Management
Connecticut
$2.12M +$253K +5,057 +14%
KC
31
Kingfisher Capital
North Carolina
$2.03M -$233K -4,657 -10%
GCM
32
Grisanti Capital Management
New York
$1.89M +$659K +13,175 +54%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.66M +$132K +2,630 +9%
Bessemer Group
34
Bessemer Group
New Jersey
$1.59M +$1.59M +31,736 New
GC
35
Guggenheim Capital
Illinois
$1.55M +$662K +13,243 +74%
GLA
36
Great Lakes Advisors
Illinois
$1.46M +$478K +9,552 +48%
LPL Financial
37
LPL Financial
California
$1.37M -$106K -2,120 -7%
CFS
38
Community Financial System
New York
$1M – – –
GI
39
Gradient Investments
Minnesota
$883K -$178K -3,567 -17%
FAAS
40
First Allied Advisory Services
California
$774K +$774K +15,281 New
FAAM
41
First Allied Asset Management
California
$758K +$543K +10,888 +253%
CC
42
Courier Capital
New York
$746K +$409K +8,168 +121%
CC
43
Callan Capital
California
$728K +$4.15K +83 +0.6%
SFG
44
SNS Financial Group
Minnesota
$703K -$75K -1,499 -10%
KFC
45
Klingenstein Fields & Co
New York
$643K +$17.5K +350 +3%
KFS
46
KMS Financial Services
Washington
$546K +$58K +1,161 +12%
BPBT
47
Boston Private Bank & Trust
Massachusetts
$541K +$137K +2,733 +34%
RCM
48
Rivernorth Capital Management
Florida
$524K +$524K +10,466 New
Natixis Advisors
49
Natixis Advisors
Massachusetts
$494K -$331K -6,610 -40%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$470K – – –
1
2
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