We are live on ! Find out more
SRLN icon

State Street Blackstone Senior Loan ETF

140 hedge funds and large institutions have $821M invested in State Street 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

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

109% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 32

54% more capital invested

Capital invested by funds: $532M → $821M (+$289M)

13% more funds holding

Funds holding: 124140 (+16)

7.85% more ownership

Funds ownership: 49.15%57% (+7.9%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

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
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
126
Advocacy Wealth Management Services
Georgia
$26K -$527K -11,102 -95%
AA
127
Apriem Advisors
California
$26K
WEC
128
Winslow Evans & Crocker
Massachusetts
$20.4K
HI
129
Hudock Inc
Pennsylvania
$20K +$20.3K +427 New
SSB
130
Sandy Spring Bank
Maryland
$18K +$17.6K +370 New
GAM
131
Gemmer Asset Management
California
$15K +$142 +3 +0.9%
NFG
132
Next Financial Group
Texas
$8K +$7.79K +164 New
AWM
133
AllSquare Wealth Management
New York
$6K
IWM
134
IHT Wealth Management
Illinois
$6K
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.75K +79 New
Barclays
136
Barclays
United Kingdom
$3K +$3.28K +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
AssetMark Inc
148
AssetMark Inc
California
-$4.89K -103 -97%
FANJ
149
Financial Architects (New Jersey)
New Jersey
-$5K -100 Closed

SRLN Hedge Fund Activity: Q1 2017 in Review

140 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q1 2017, worth a combined $821M — up 54% from $532M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SRLN positions and 11 closed out — a net gain of 17 holders — while 67 added to existing stakes and 32 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $73M. The largest seller was Aviance Capital Management, cutting an estimated $9.61M.

  • 140 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q1 2017, up from 124 in Q4 2016.
  • Funds reported $821M of State Street Blackstone Senior Loan ETF stock for Q1 2017, up 54% quarter-over-quarter.
  • 28 funds opened new State Street Blackstone Senior Loan ETF positions in Q1 2017 and 11 closed out, a net change of +17 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q1 2017 was RiverFront Investment Group, an estimated $73M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q1 2017 was Aviance Capital Management, an estimated $9.61M sold.

Based on aggregated 13F filings for Q1 2017.