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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

124 hedge funds and large institutions have $532M invested in SPDR Blackstone Senior Loan ETF in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
124
Holders Change
+22
Holders Change %
+21.57%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
29
Increased
49
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$27.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$29.2M
3
UBS Group
3
UBS Group
Switzerland
$32.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$19.7M
5
Bank of America
5
Bank of America
North Carolina
$61.8M

Top Sellers

1
ACM
1
Aviance Capital Management
Florida
$40.9M
2
Jane Street
2
Jane Street
New York
$0
3
IA
3
IndexIQ Advisors
New York
$4.62M
4
VC
4
Vicus Capital
Pennsylvania
$701K
5
RPG
5
Risk Paradigm Group
Texas
$2.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$156K – – –
Creative Planning
102
Creative Planning
Kansas
$133K -$1.14K -24 -0.8%
GRP
103
Global Retirement Partners
California
$127K +$127K +2,680 New
CPIG
104
Chicago Partners Investment Group
Illinois
$71K -$94.7K -2,000 -57%
CB
105
Community Bank
New York
$66K – – –
GWM
106
Geneos Wealth Management
Colorado
$60K +$14.9K +315 +33%
WT
107
Whittier Trust
California
$59K -$8.33K -175 -12%
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$55K +$55K +1,147 New
AA
109
Apriem Advisors
California
$26K +$26K +550 New
WEC
110
Winslow Evans & Crocker
Massachusetts
$20.4K – – –
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$19K +$19K +397 New
JCM
112
Jacobi Capital Management
Pennsylvania
$18K -$46.8K -1,000 -72%
BFEC
113
Benjamin F. Edwards & Company
Missouri
$17K – – –
GAM
114
Gemmer Asset Management
California
$15K +$15K +318 New
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$12K +$12K +250 New
RFM
116
Royal Fund Management
Florida
$7K +$7K +148 New
AWM
117
AllSquare Wealth Management
New York
$6K +$6K +122 New
IWM
118
IHT Wealth Management
Illinois
$6K +$6K +123 New
FANJ
119
Financial Architects (New Jersey)
New Jersey
$5K +$5K +100 New
AssetMark Inc
120
AssetMark Inc
California
$5K +$5K +106 New
US Bancorp
121
US Bancorp
Minnesota
$2K -$878 -18 -31%
MWM
122
MinichMacGregor Wealth Management
New York
$1K – – –
Jane Street
123
Jane Street
New York
– -$5.17M -109,405 Closed
HIM
124
Hutchens Investment Management
New Hampshire
– -$958K -20,275 Closed
Prudential Financial
125
Prudential Financial
New Jersey
– -$865K -18,300 Closed
2 3 4
5
6