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State Street Blackstone Senior Loan ETF

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: 511 (+6)

48% more capital invested

Capital invested by funds: $1.05B → $1.56B (+$506M)

29% more funds holding

Funds holding: 143185 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$796K +$467K +9,872 +141%
AGA
102
Accuvest Global Advisors
Utah
$785K
CC
103
Courier Capital
New York
$772K -$13.7K -290 -2%
GC
104
Grimes & Company
Massachusetts
$771K -$159K -3,357 -17%
UR
105
USCA RIA
Texas
$760K +$33.1K +700 +5%
AIM
106
Advantage Investment Management
Iowa
$744K +$82.4K +1,741 +12%
Neuberger Berman Group
107
Neuberger Berman Group
New York
$741K -$328K -6,934 -31%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$686K -$40.6K -858 -6%
MMA
109
Miracle Mile Advisors
California
$682K -$122K -2,580 -15%
PAG
110
Pinnacle Advisory Group
Maryland
$670K +$206K +4,359 +44%
Bessemer Group
111
Bessemer Group
New Jersey
$663K
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$658K +$149K +3,147 +29%
GWM
113
Greenwich Wealth Management
Connecticut
$632K +$5.82K +123 +0.9%
KWA
114
KCS Wealth Advisory
California
$613K +$615K +12,987 New
GTAM
115
Global Trust Asset Management
Florida
$602K +$605K +12,781 New
PIA
116
Peachtree Investment Advisors
Georgia
$584K -$31.5K -665 -5%
HPC
117
Hobart Private Capital
North Carolina
$567K +$569K +12,016 New
FHA
118
Flagship Harbor Advisors
Massachusetts
$565K -$17.6K -373 -3%
ASN
119
Advisory Services Network
Georgia
$559K -$30.1K -636 -5%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$557K -$71K -1,500 -11%
PTC
121
Private Trust Company
Ohio
$547K +$97.1K +2,053 +21%
DC
122
Davenport & Co
Virginia
$468K +$470K +9,925 New
GIA
123
Granite Investment Advisors
New Hampshire
$465K +$466K +9,850 New
HIM
124
Hutchens Investment Management
New Hampshire
$464K
JG
125
Jefferies Group
New York
$450K +$112K +2,361 +33%

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.