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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
LPT
76
Legacy Private Trust
Wisconsin
$1.9M -$4.37M -92,398 -70%
BRWA
77
B. Riley Wealth Advisors
Florida
$1.78M -$154K -3,254 -8%
KPCM
78
Kings Point Capital Management
New York
$1.62M +$189K +3,999 +13%
CFB
79
Cullen/Frost Bankers
Texas
$1.5M +$41.3K +873 +3%
IA
80
IFP Advisors
Florida
$1.41M +$177K +3,743 +14%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$1.36M +$1.15M +24,221 +526%
SB
82
Suntrust Banks
Georgia
$1.35M +$1.35M +28,532 New
BAAM
83
Baker Avenue Asset Management
California
$1.34M +$534K +11,295 +66%
TIM
84
Tortoise Investment Management
New York
$1.26M -$180K -3,814 -13%
Millennium Management
85
Millennium Management
New York
$1.25M -$183K -3,878 -13%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$1.21M +$191K +4,040 +19%
RFC
87
Regions Financial Corp
Alabama
$1.2M – – –
BCM
88
Bluefin Capital Management
New York
$1.18M – – –
GRP
89
Global Retirement Partners
California
$1.15M +$231K +4,889 +25%
TFA
90
Transamerica Financial Advisors
Florida
$1.14M +$131K +2,767 +13%
WP
91
WealthPLAN Partners
Nebraska
$1.14M +$1.14M +24,102 New
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$1.1M +$1.11M +23,429 New
MML Investors Services
93
MML Investors Services
Massachusetts
$1.02M +$263K +5,559 +35%
FIM
94
Freedom Investment Management
Connecticut
$1.01M +$158K +3,334 +19%
RRWA
95
Rainey & Randall Wealth Advisors
Florida
$990K +$993K +20,980 New
B
96
Bailard
California
$976K – – –
Mirae Asset Global Investments
97
Mirae Asset Global Investments
South Korea
$876K +$879K +18,568 New
OC
98
Oppenheimer & Co
New York
$830K +$126K +2,659 +18%
BTIS
99
BB&T Investment Services
North Carolina
$823K +$676K +14,289 +475%
WS
100
Wedbush Securities
California
$812K +$155K +3,285 +24%
2 3
4
5 6

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.