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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

79 hedge funds and large institutions have $309M invested in SPDR Blackstone Senior Loan ETF in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
23
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$11M
2
ACM
2
Aviance Capital Management
Florida
$27.1M
3
Wells Fargo
3
Wells Fargo
California
$15.8M
4
IA
4
IndexIQ Advisors
New York
$12M
5
EMA
5
Efficient Market Advisors
California
$3.22M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
CS
2
Credit Suisse
Switzerland
$29.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
JG
4
Jefferies Group
New York
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
51
Newgate Capital Management
Connecticut
$344K +$344K +7,055 New
BWM
52
Baystate Wealth Management
Massachusetts
$335K -$483K -9,917 -59%
Citigroup
53
Citigroup
New York
$317K -$33.2K -681 -9%
Citadel Advisors
54
Citadel Advisors
Florida
$315K +$83.4K +1,710 +36%
VAM
55
Visionary Asset Management
Texas
$234K +$24.2K +497 +12%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$218K – – –
T
57
Thomaspartners
Massachusetts
$201K – – –
WT
58
Whittier Trust
California
$170K – – –
PIA
59
Peachtree Investment Advisors
Georgia
$146K – – –
IFA
60
Interactive Financial Advisors
Illinois
$141K +$25.6K +523 +22%
Deutsche Bank
61
Deutsche Bank
Germany
$131K – – –
SEI Investments
62
SEI Investments
Pennsylvania
$111K +$111K +2,276 New
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$97K – – –
WA
64
WFG Advisors
Texas
$86K – – –
IPC
65
Independent Portfolio Consultants
Florida
$65K +$65K +1,341 New
MFS
66
MSI Financial Services
Massachusetts
$40K -$14.7K -299 -27%
NES
67
New England Securities
New York
$37K -$34.3K -700 -48%
NPC
68
National Planning Corporation
California
$21.8K +$21.8K +449 New
RIA
69
Regal Investment Advisors
Michigan
$19K -$14.1K -283 -43%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$17K -$4.55K -95 -21%
BRWA
71
B. Riley Wealth Advisors
Florida
$16.4K +$7.86K +30,709 +92%
LFR
72
Lehman Financial Resources
Pennsylvania
$10K – – –
CFA
73
Carroll Financial Associates
North Carolina
$6K – – –
ASN
74
Advisory Services Network
Georgia
$6K +$6K +130 New
M
75
MOTCO
Texas
$5K +$5K +96 New
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