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State Street Blackstone Senior Loan ETF

144 hedge funds and large institutions have $1.08B invested in State Street Blackstone Senior Loan ETF in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

71% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 41

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

31% more capital invested

Capital invested by funds: $821M → $1.08B (+$255M)

3% more funds holding

Funds holding: 140144 (+4)

2.84% more ownership

Funds ownership: 57%59.84% (+2.8%)

Holders
144
Holders Change
+4
Holders Change %
+2.86%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
20
Increased
70
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Bluefin Capital Management
New York
$2.37M
SCM
52
Southport Capital Management
Tennessee
$2.22M +$2.22M +46,876 New
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.17M +$1.66M +34,955 +326%
BRWA
54
B. Riley Wealth Advisors
Florida
$1.96M +$10.5K +222 +0.5%
CCM
55
Canal Capital Management
Virginia
$1.94M +$197K +4,145 +11%
TIM
56
Tortoise Investment Management
New York
$1.86M -$170K -3,572 -8%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$1.83M +$438K +9,234 +31%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$1.78M +$536K +11,286 +43%
FIM
59
Freedom Investment Management
Connecticut
$1.7M -$407K -8,573 -19%
AGA
60
Accuvest Global Advisors
Utah
$1.58M
CFB
61
Cullen/Frost Bankers
Texas
$1.41M +$424K +8,934 +43%
KPCM
62
Kings Point Capital Management
New York
$1.4M +$126K +2,657 +10%
IA
63
IFP Advisors
Florida
$1.22M -$176K -3,717 -13%
RFC
64
Regions Financial Corp
Alabama
$1.21M
SWP
65
Stratos Wealth Partners
Ohio
$1.18M -$4.03K -85 -0.3%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.12M -$277K -5,847 -20%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$1.11M -$176K -3,710 -14%
TFA
68
Transamerica Financial Advisors
Florida
$1.06M +$37.3K +785 +4%
B
69
Bailard
California
$1.04M +$200K +4,210 +24%
FFS
70
Founders Financial Securities
Maryland
$1.04M +$1.04M +21,897 New
CPP
71
Crow Point Partners
Massachusetts
$1M -$74K -1,560 -7%
Wolverine Trading
72
Wolverine Trading
Illinois
$967K +$969K +20,427 New
GC
73
Grimes & Company
Massachusetts
$927K -$3.32K -70 -0.4%
CC
74
Courier Capital
New York
$824K -$24.5K -517 -3%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$754K +$331K +6,980 +78%

SRLN Hedge Fund Activity: Q2 2017 in Review

144 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q2 2017, worth a combined $1.08B — up 31% from $821M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SRLN positions and 14 closed out — a net gain of 6 holders — while 70 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $147M. The largest seller was Wellington Management Group, cutting an estimated $9.19M.

  • 144 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q2 2017, up from 140 in Q1 2017.
  • Funds reported $1.08B of State Street Blackstone Senior Loan ETF stock for Q2 2017, up 31% quarter-over-quarter.
  • 20 funds opened new State Street Blackstone Senior Loan ETF positions in Q2 2017 and 14 closed out, a net change of +6 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q2 2017 was LPL Financial, an estimated $147M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q2 2017 was Wellington Management Group, an estimated $9.19M sold.

Based on aggregated 13F filings for Q2 2017.