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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

144 hedge funds and large institutions have $1.08B invested in SPDR Blackstone Senior Loan ETF in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+4
Holders Change %
+2.86%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
20
Increased
70
Reduced
41
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$155M
2
Wells Fargo
2
Wells Fargo
California
$70.9M
3
AIM
3
Astor Investment Management
Illinois
$37.3M
4
GFPC
4
Global Financial Private Capital
Florida
$32.4M
5
Bank of America
5
Bank of America
North Carolina
$84.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$9.18M
2
ACM
2
Aviance Capital Management
Florida
$27.6M
3
BAM
3
Baring Asset Management
United Kingdom
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
126
Wealthspire Advisors (Maryland)
Maryland
$38K +$38K +800 New
US Bancorp
127
US Bancorp
Minnesota
$22K +$20.1K +422 +1,029%
WEC
128
Winslow Evans & Crocker
Massachusetts
$20.4K – – –
HI
129
Hudock Inc
Pennsylvania
$20K -$94 -2 -0.5%
AWMS
130
Advocacy Wealth Management Services
Georgia
$18K -$8.73K -180 -33%
GAM
131
Gemmer Asset Management
California
$15K +$139 +3 +0.9%
CPIG
132
Chicago Partners Investment Group
Illinois
$14K -$32.7K -700 -70%
TWA
133
TCI Wealth Advisors
Arizona
$14K +$14K +292 New
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$12K +$12K +250 New
IP
135
Intellectus Partners
California
$9K +$9K +200 New
OIA
136
OneDigital Investment Advisors
Kansas
$7K +$7K +140 New
AWM
137
AllSquare Wealth Management
New York
$6K – – –
DADC
138
D.A. Davidson & Co
Montana
$5K -$95.9K -2,053 -95%
SSB
139
Sandy Spring Bank
Maryland
$4K -$14K -288 -78%
Creative Planning
140
Creative Planning
Kansas
$4K +$4K +84 New
IWM
141
IHT Wealth Management
Illinois
$3.07K +$2.8K +1,249 +1,015%
Barclays
142
Barclays
United Kingdom
$3K – – –
RFM
143
Royal Fund Management
Florida
$1K +$1K +29 New
BAM
144
Baring Asset Management
United Kingdom
– -$2.7M -56,753 Closed
Citadel Advisors
145
Citadel Advisors
Florida
– -$2.3M -48,338 Closed
IAA
146
Independent Advisor Alliance
North Carolina
– -$1.92M -40,410 Closed
OMC
147
Old Mission Capital
Illinois
– -$1.59M -33,375 Closed
HCMT
148
Highland Capital Management (Texas)
Texas
– -$1.19M -25,000 Closed
DZ Bank
149
DZ Bank
Germany
– -$425K -8,950 Closed
GLA
150
Great Lakes Advisors
Illinois
– -$256K -5,378 Closed
3 4 5
6
7