SRLN icon

SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

74 hedge funds and large institutions have $326M invested in SPDR Blackstone Senior Loan ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
24
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$11M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$6.07M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.8M
4
Ameriprise
4
Ameriprise
Minnesota
$3.2M
5
Bank of America
5
Bank of America
North Carolina
$51M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$20M
2
Wells Fargo
2
Wells Fargo
California
$13.5M
3
OC
3
Oppenheimer & Co
New York
$886K
4
GCM
4
Grisanti Capital Management
New York
$0
5
IA
5
IndexIQ Advisors
New York
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$250K +$250K +5,070 New
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$244K -$176K -3,577 -42%
VAM
53
Visionary Asset Management
Texas
$221K -$16.1K -326 -7%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$221K – – –
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$219K +$219K +4,443 New
T
56
Thomaspartners
Massachusetts
$203K – – –
WT
57
Whittier Trust
California
$171K – – –
IFA
58
Interactive Financial Advisors
Illinois
$165K +$23.2K +471 +16%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$161K +$63.3K +1,285 +65%
ASN
60
Advisory Services Network
Georgia
$155K +$149K +3,019 +2,322%
SEI Investments
61
SEI Investments
Pennsylvania
$107K -$4.1K -84 -4%
RIA
62
Regal Investment Advisors
Michigan
$88K +$69.3K +1,415 +371%
MFS
63
MSI Financial Services
Massachusetts
$55K +$15K +305 +37%
HNB
64
Huntington National Bank
Ohio
$25K +$25K +498 New
WA
65
WFG Advisors
Texas
$20K -$68.5K -1,370 -77%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$17K – – –
GWM
67
Gupta Wealth Management
California
$11K +$11K +220 New
LFR
68
Lehman Financial Resources
Pennsylvania
$10K – – –
WCM
69
Wealthcare Capital Management
Virginia
$7K +$7K +141 New
CFA
70
Carroll Financial Associates
North Carolina
$6K – – –
SIA
71
Stancorp Investment Advisers
Oregon
$5K +$48 +1 +1%
NFG
72
Next Financial Group
Texas
$2K – – –
W
73
Wealthfront
California
$2K +$2K +35 New
GCM
74
Grisanti Capital Management
New York
– -$2.04M -41,785 Closed
FIM
75
Freedom Investment Management
Connecticut
– -$1.26M -25,843 Closed
1 2
3
4