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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

84 hedge funds and large institutions have $474M invested in SPDR Blackstone Senior Loan ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
37
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$81.5M
2
VC
Vicus Capital
Pennsylvania
$5.44M
3
VKH
Virtu KCG Holdings
New York
$4.29M
4
Jane Street
Jane Street
New York
$3.42M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.29M

Top Sellers

1
CS
Credit Suisse
Switzerland
$0
2
UBS Group
UBS Group
Switzerland
$22.2M
3
MBT
Monroe Bank & Trust
Michigan
$0
4
Bank of America
Bank of America
North Carolina
$35.8M
5
Morgan Stanley
Morgan Stanley
New York
$63.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$108K -$149K -3,193 -58%
KFA
77
Kelleher Financial Advisors
New York
$46K +$46K +995 New
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$35K +$35K +762 New
HNB
79
Huntington National Bank
Ohio
$25K – – –
WEC
80
Winslow Evans & Crocker
Massachusetts
$22.3K -$47.5K -1,023 -68%
WA
81
WFG Advisors
Texas
$19K – – –
BFEC
82
Benjamin F. Edwards & Company
Missouri
$17K – – –
Creative Planning
83
Creative Planning
Kansas
$14K +$14K +301 New
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$12K +$12K +250 New
MWM
85
MinichMacGregor Wealth Management
New York
$1K +$1K +33 New
CS
86
Credit Suisse
Switzerland
– -$14.1M -305,456 Closed
MBT
87
Monroe Bank & Trust
Michigan
– -$3.53M -76,538 Closed
M&T Bank
88
M&T Bank
New York
– -$1.71M -36,993 Closed
Natixis Advisors
89
Natixis Advisors
Massachusetts
– -$1.54M -33,374 Closed
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
– -$1.26M -27,300 Closed
MFS
91
McNamara Financial Services
Massachusetts
– -$1.16M -25,150 Closed
RJA
92
Raymond James & Associates
Florida
– -$476K -10,313 Closed
GBA
93
Garrison Bradford & Associates
New York
– -$397K -8,600 Closed
EWA
94
EP Wealth Advisors
California
– -$387K -8,400 Closed
NCM
95
Newgate Capital Management
Connecticut
– -$369K -7,994 Closed
SS
96
Simplicity Solutions
Minnesota
– -$221K -4,798 Closed
LWM
97
LBA Wealth Management
Florida
– -$29K -630 Closed
CCS
98
Crosspoint Capital Strategies
California
– -$19K -381 Closed
FPFS
99
First Personal Financial Services
North Carolina
– -$9K -185 Closed
CFA
100
Carroll Financial Associates
North Carolina
– -$2K -45 Closed
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