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State Street Blackstone Senior Loan ETF
SRLN

140 hedge funds and large institutions have $821M invested in State Street Blackstone Senior Loan ETF in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

109% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 32

54% more capital invested

Capital invested by funds: $532M → $821M (+$289M)

13% more funds holding

Funds holding: 124 → 140 (+16)

7.85% more ownership

Funds ownership: 49.15% → 57% (+7.9%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
140
Holders Change
+16
Holders Change %
+12.9%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
28
Increased
67
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$73M
2
HI
Horizon Investments
North Carolina
+$34.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.9M
4
Morgan Stanley
Morgan Stanley
New York
+$21.7M
5
RJA
Raymond James & Associates
Florida
+$18.8M

Top Sellers

Rank Fund Capital Flow
1
ACM
Aviance Capital Management
Florida
-$9.61M
2
FTUS
Flow Traders U.S.
New York
-$2.73M
3
AUIM
Aegon USA Investment Management
Iowa
-$1.47M
4
RTS
Round Table Services
New Jersey
-$1.31M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Guggenheim Capital
Illinois
$7.47M +$454K +9,554 +6%
PAG
27
Private Advisor Group
New Jersey
$7.4M +$848K +17,864 +13%
NEIRG
28
New England Investment & Retirement Group
Massachusetts
$6.77M +$381K +8,031 +6%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$6.17M +$3.02M +63,686 +96%
Ameriprise
30
Ameriprise
Minnesota
$5.77M -$110K -2,306 -2%
BTS
31
BB&T Securities
Virginia
$5.28M +$4.94M +103,968 +1,459%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$5.26M +$5.25M +110,633 New
Jane Street
33
Jane Street
New York
$4.13M +$4.12M +86,759 New
EDRIA
34
Edmonds Duncan Registered Investment Advisors
Kansas
$3.98M +$636K +13,386 +19%
HIM
35
Hillsdale Investment Management
Ontario, Canada
$3.86M – – –
RPG
36
Risk Paradigm Group
Texas
$3.78M +$842K +17,740 +29%
AUIM
37
Aegon USA Investment Management
Iowa
$3.76M -$1.47M -31,000 -28%
BFM
38
Boston Financial Management
Massachusetts
$3.71M -$68.9K -1,450 -2%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$3.31M -$28.8K -607 -0.9%
FA
40
FC Advisory
Pennsylvania
$3.28M +$41.1K +865 +1%
EMA
41
Efficient Market Advisors
California
$3.17M -$533K -11,229 -14%
AP
42
Agilis Partners
Massachusetts
$2.77M +$21.3K +449 +0.8%
BAM
43
Baring Asset Management
United Kingdom
$2.7M – – –
CB
44
Community Bank
New York
$2.48M +$2.41M +50,706 +3,661%
KA
45
Kovack Advisors
Florida
$2.41M -$4.75K -100 -0.2%
BCM
46
Bluefin Capital Management
New York
$2.38M +$2.37M +50,000 New
AWM
47
AE Wealth Management
Kansas
$2.37M +$455K +9,587 +24%
AI
48
Atria Investments
North Carolina
$2.33M +$2.33M +48,981 New
Citadel Advisors
49
Citadel Advisors
Florida
$2.3M +$1.81M +38,090 +372%
FIM
50
Freedom Investment Management
Connecticut
$2.12M -$496K -10,440 -19%
1
2
3 4 5

SRLN Hedge Fund Activity: Q1 2017 in Review

140 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q1 2017, worth a combined $821M — up 54% from $532M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SRLN positions and 11 closed out — a net gain of 17 holders — while 67 added to existing stakes and 32 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $73M. The largest seller was Aviance Capital Management, cutting an estimated $9.61M.

  • 140 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q1 2017, up from 124 in Q4 2016.
  • Funds reported $821M of State Street Blackstone Senior Loan ETF stock for Q1 2017, up 54% quarter-over-quarter.
  • 28 funds opened new State Street Blackstone Senior Loan ETF positions in Q1 2017 and 11 closed out, a net change of +17 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q1 2017 was RiverFront Investment Group, an estimated $73M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q1 2017 was Aviance Capital Management, an estimated $9.61M sold.

Based on aggregated 13F filings for Q1 2017.