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State Street Blackstone Senior Loan ETF
SRLN

185 hedge funds and large institutions have $1.56B invested in State Street Blackstone Senior Loan ETF in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 77 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 10

141% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 32

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

48% more capital invested

Capital invested by funds: $1.05B → $1.56B (+$506M)

29% more funds holding

Funds holding: 143 → 185 (+42)

9.16% more ownership

Funds ownership: 56.78% → 65.94% (+9.2%)

Holders
185
Holders Change
+42
Holders Change %
+29.37%
% of All Funds
4.2%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.25%
New
53
Increased
77
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$297M
2
LPL Financial
LPL Financial
California
+$19.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$17.6M
4
SAS
Sage Advisory Services
Texas
+$15.9M
5
Bank of America
Bank of America
North Carolina
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
ACM
Aviance Capital Management
Florida
-$6.4M
2
LPT
Legacy Private Trust
Wisconsin
-$4.37M
3
Jane Street
Jane Street
New York
-$3.92M
4
Morgan Stanley
Morgan Stanley
New York
-$2.24M
5
Wolverine Trading
Wolverine Trading
Illinois
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
51
FC Advisory
Pennsylvania
$3.47M +$119K +2,505 +4%
SS
52
Simplicity Solutions
Minnesota
$3.34M +$3.35M +70,741 New
HIM
53
Hillsdale Investment Management
Ontario, Canada
$3.33M – – –
AF
54
Advisornet Financial
Minnesota
$3.31M +$3.32M +70,162 New
RPG
55
Risk Paradigm Group
Texas
$3.3M -$67.1K -1,418 -2%
CB
56
Community Bank
New York
$3.16M +$5.92K +125 +0.2%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$3.16M +$3.17M +67,014 New
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$3.12M +$3.13M +66,100 New
BDS
59
Banco de Sabadell
Florida
$3.1M +$3.11M +65,669 New
CA
60
Calton & Associates
Florida
$2.99M +$2.98M +62,924 New
ECM
61
ETrade Capital Management
Virginia
$2.82M +$2.83M +59,732 New
LFS
62
Legacy Financial Strategies
Kansas
$2.74M +$2.75M +58,053 New
Comerica Bank
63
Comerica Bank
Texas
$2.67M +$2.66M +56,207 New
KA
64
Kovack Advisors
Florida
$2.53M +$2.27K +48 +0.1%
PAG
65
Private Advisory Group
Washington
$2.38M +$263K +5,568 +12%
SCM
66
Southport Capital Management
Tennessee
$2.28M +$27.3K +576 +1%
IWC
67
Integrated Wealth Concepts
Massachusetts
$2.23M +$2.22M +47,008 New
CCM
68
Canal Capital Management
Virginia
$2.17M +$11.7K +248 +0.5%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.11M +$269K +5,691 +15%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$2.08M +$501K +10,578 +32%
PI
71
PFS Investments
Georgia
$2.03M +$2.02M +42,604 New
FFG
72
Ford Financial Group
California
$2.01M +$2.01M +42,457 New
VIM
73
Vista Investment Management
Pennsylvania
$1.95M +$1.96M +41,325 New
FAIM
74
Financial Advocates Investment Management
Washington
$1.94M +$1.94M +41,033 New
AP
75
Agilis Partners
Massachusetts
$1.92M -$693K -14,652 -26%
1 2
3
4 5

SRLN Hedge Fund Activity: Q4 2017 in Review

185 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q4 2017, worth a combined $1.56B — up 48% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SRLN positions and 10 closed out — a net gain of 43 holders — while 77 added to existing stakes and 32 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $297M. The largest seller was Aviance Capital Management, cutting an estimated $6.4M.

  • 185 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q4 2017, up from 143 in Q3 2017.
  • Funds reported $1.56B of State Street Blackstone Senior Loan ETF stock for Q4 2017, up 48% quarter-over-quarter.
  • 53 funds opened new State Street Blackstone Senior Loan ETF positions in Q4 2017 and 10 closed out, a net change of +43 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q4 2017 was Goldman Sachs, an estimated $297M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q4 2017 was Aviance Capital Management, an estimated $6.4M sold.

Based on aggregated 13F filings for Q4 2017.