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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.

New
Increased
Maintained
Reduced
Closed
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 %
AWMS
126
Advocacy Wealth Management Services
Georgia
$26K -$524K -11,102 -95%
AA
127
Apriem Advisors
California
$26K – – –
WEC
128
Winslow Evans & Crocker
Massachusetts
$20.4K – – –
HI
129
Hudock Inc
Pennsylvania
$20K +$20K +427 New
SSB
130
Sandy Spring Bank
Maryland
$18K +$18K +370 New
GAM
131
Gemmer Asset Management
California
$15K +$140 +3 +0.9%
NFG
132
Next Financial Group
Texas
$8K +$8K +164 New
IWM
133
IHT Wealth Management
Illinois
$6K – – –
AWM
134
AllSquare Wealth Management
New York
$6K – – –
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +79 New
Barclays
136
Barclays
United Kingdom
$3K +$3K +69 New
US Bancorp
137
US Bancorp
Minnesota
$2K – – –
MWM
138
MinichMacGregor Wealth Management
New York
$1K – – –
FTUS
139
Flow Traders U.S.
New York
– -$2.73M -57,410 Closed
RTS
140
Round Table Services
New Jersey
– -$1.31M -27,654 Closed
CS
141
Credit Suisse
Switzerland
– -$1.19M -25,021 Closed
IFA
142
Interactive Financial Advisors
Illinois
– -$647K -13,620 Closed
Creative Planning
143
Creative Planning
Kansas
– -$133K -2,806 Closed
WT
144
Whittier Trust
California
– -$59K -1,240 Closed
BFEC
145
Benjamin F. Edwards & Company
Missouri
– -$17K -355 Closed
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
– -$12K -250 Closed
RFM
147
Royal Fund Management
Florida
– -$7K -148 Closed
FANJ
148
Financial Architects (New Jersey)
New Jersey
– -$5K -100 Closed
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