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State Street Blackstone Senior Loan ETF

140 hedge funds and large institutions have $821M invested in State Street Blackstone Senior Loan ETF in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

109% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 32

54% more capital invested

Capital invested by funds: $532M → $821M (+$289M)

13% more funds holding

Funds holding: 124140 (+16)

7.85% more ownership

Funds ownership: 49.15%57% (+7.9%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
140
Holders Change
+16
Holders Change %
+12.9%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
28
Increased
67
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
76
Bailard
California
$842K -$247K -5,210 -23%
SSWM
77
Sheets Smith Wealth Management
North Carolina
$787K -$73.3K -1,544 -9%
VKH
78
Virtu KCG Holdings
New York
$780K +$66.7K +1,405 +9%
HIM
79
Hutchens Investment Management
New Hampshire
$688K +$687K +14,475 New
Bessemer Group
80
Bessemer Group
New Jersey
$668K
UR
81
USCA RIA
Texas
$668K
OC
82
Oppenheimer & Co
New York
$661K +$28.5K +601 +5%
FHA
83
Flagship Harbor Advisors
Massachusetts
$609K +$102K +2,153 +20%
FA
84
FDx Advisors
Illinois
$605K +$199K +4,188 +49%
PIA
85
Peachtree Investment Advisors
Georgia
$587K +$54.1K +1,140 +10%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$565K +$54.5K +1,147 +11%
LFAS
87
Level Four Advisory Services
Texas
$546K +$91.2K +1,921 +20%
VC
88
Vicus Capital
Pennsylvania
$544K -$157K -3,315 -22%
PAG
89
Pinnacle Advisory Group
Maryland
$537K +$186K +3,921 +53%
WS
90
Wedbush Securities
California
$511K +$82.1K +1,729 +19%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$509K +$169K +3,568 +50%
MMA
92
Miracle Mile Advisors
California
$507K -$88.2K -1,858 -15%
ICOA
93
Investment Centers of America
North Dakota
$502K +$63.4K +1,335 +15%
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
$499K +$499K +10,498 New
AFP
95
Ausdal Financial Partners
Iowa
$435K +$25.1K +529 +6%
AG
96
Advisor Group
Arizona
$427K +$73.2K +1,541 +21%
DZ Bank
97
DZ Bank
Germany
$425K +$245K +5,150 +136%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$424K +$424K +8,920 New
AAM
99
Advisors Asset Management
Colorado
$385K -$5.41K -114 -1%
PTC
100
Private Trust Company
Ohio
$369K -$72.4K -1,524 -16%

SRLN Hedge Fund Activity: Q1 2017 in Review

140 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q1 2017, worth a combined $821M — up 54% from $532M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SRLN positions and 11 closed out — a net gain of 17 holders — while 67 added to existing stakes and 32 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $73M. The largest seller was Aviance Capital Management, cutting an estimated $9.61M.

  • 140 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q1 2017, up from 124 in Q4 2016.
  • Funds reported $821M of State Street Blackstone Senior Loan ETF stock for Q1 2017, up 54% quarter-over-quarter.
  • 28 funds opened new State Street Blackstone Senior Loan ETF positions in Q1 2017 and 11 closed out, a net change of +17 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q1 2017 was RiverFront Investment Group, an estimated $73M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q1 2017 was Aviance Capital Management, an estimated $9.61M sold.

Based on aggregated 13F filings for Q1 2017.