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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

140 hedge funds and large institutions have $821M invested in SPDR 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.

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
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$73.1M
2
HI
2
Horizon Investments
North Carolina
$34.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$53.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$76.7M
5
RJA
5
Raymond James & Associates
Florida
$20.4M

Top Sellers

1
ACM
1
Aviance Capital Management
Florida
$31.4M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
AUIM
3
Aegon USA Investment Management
Iowa
$3.76M
4
RTS
4
Round Table Services
New Jersey
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
101
Kingsview Wealth Management
Oregon
$351K +$351K +7,378 New
KM
102
Kalos Management
Georgia
$297K -$7.7K -162 -3%
ASN
103
Advisory Services Network
Georgia
$294K +$294K +6,184 New
GLA
104
Great Lakes Advisors
Illinois
$256K -$38.2K -802 -13%
GWM
105
Greenwich Wealth Management
Connecticut
$243K +$243K +5,110 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$242K -$247K -5,200 -50%
WA
107
WFG Advisors
Texas
$241K -$1.09M -23,069 -82%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$228K -$263K -5,530 -54%
RFWA
109
RPg Family Wealth Advisory
Massachusetts
$224K +$224K +4,712 New
GRP
110
Global Retirement Partners
California
$208K +$80.7K +1,698 +63%
RCA
111
Rowland Carmichael Advisors
Arizona
$203K -$27K -568 -12%
CFD
112
Creative Financial Designs
Indiana
$200K +$200K +4,211 New
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$162K +$108K +2,275 +198%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$157K – – –
MA
115
MCF Advisors
Kentucky
$132K +$132K +2,768 New
Citigroup
116
Citigroup
New York
$120K -$54.9K -1,159 -31%
DADC
117
D.A. Davidson & Co
Montana
$102K -$211K -4,475 -67%
SEI Investments
118
SEI Investments
Pennsylvania
$94K -$282K -5,889 -75%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$77K +$58.1K +1,224 +308%
JCM
120
Jacobi Capital Management
Pennsylvania
$66K +$47.7K +1,000 +260%
GWM
121
Geneos Wealth Management
Colorado
$60K +$95 +2 +0.2%
HCA
122
Harbour Capital Advisors
Virginia
$52.3K +$52.3K +1,100 New
CPIG
123
Chicago Partners Investment Group
Illinois
$48K -$24K -500 -33%
CFS
124
Commonwealth Financial Services
West Virginia
$36K +$36K +765 New
BTIS
125
BB&T Investment Services
North Carolina
$33K +$33K +692 New
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5
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