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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

68 hedge funds and large institutions have $308M invested in SPDR Blackstone Senior Loan ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
3
Increased
31
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IndexIQ Advisors
New York
$7.56M
2
CS
2
Credit Suisse
Switzerland
$37.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.1M
4
Bank of America
4
Bank of America
North Carolina
$45M
5
AIM
5
Astor Investment Management
Illinois
$15.2M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$709K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.44M
3
WCM
3
Weatherstone Capital Management
Colorado
$0
4
BCM
4
Bluefin Capital Management
New York
$3M
5
U
5
UBS
Switzerland
$24.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$389K 7,776 -727 -9%
TFA
52
Transamerica Financial Advisors
Florida
$380K 7,596 +1,104 +17%
Citigroup
53
Citigroup
New York
$328K 6,558 +904 +16%
PMG
54
ProVise Management Group
Florida
$239K 4,775 +600 +14%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$224K 4,480 – –
T
56
Thomaspartners
Massachusetts
$207K 4,130 – –
VAM
57
Visionary Asset Management
Texas
$204K 4,075 -1,152 -22%
WT
58
Whittier Trust
California
$174K 3,479 – –
Deutsche Bank
59
Deutsche Bank
Germany
$159K 3,194 +2,194 +219%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$99K 1,985 +1,985 New
WA
61
WFG Advisors
Texas
$93K 1,850 +750 +68%
IFA
62
Interactive Financial Advisors
Illinois
$90K 1,803 +1,803 New
NES
63
New England Securities
New York
$68K 1,355 -270 -17%
MFS
64
MSI Financial Services
Massachusetts
$41K 815 -880 -52%
RIA
65
Regal Investment Advisors
Michigan
$35K 700 – –
BFEC
66
Benjamin F. Edwards & Company
Missouri
$23K 450 – –
LFR
67
Lehman Financial Resources
Pennsylvania
$10K 200 – –
Ameriprise
68
Ameriprise
Minnesota
$5K 107 – –
WCM
69
Weatherstone Capital Management
Colorado
– – -88,155 Closed
CFS
70
Community Financial System
New York
– – -20,000 Closed
CC
71
Callan Capital
California
– – -14,552 Closed
RCM
72
Rivernorth Capital Management
Florida
– – -10,466 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
– – -9,400 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
– – -9,165 Closed
Jane Street
75
Jane Street
New York
– – -4,548 Closed
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