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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

143 hedge funds and large institutions have $1.05B invested in SPDR Blackstone Senior Loan ETF in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
3.57%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
20
Increased
59
Reduced
47
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$47.4M
2
LPL Financial
2
LPL Financial
California
$178M
3
SWP
3
Stratos Wealth Partners
Ohio
$11.7M
4
CTB
4
Country Trust Bank
Illinois
$8.43M
5
PWAG
5
Polaris Wealth Advisory Group
California
$32.7M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
Wells Fargo
2
Wells Fargo
California
$51.8M
3
AIM
3
Astor Investment Management
Illinois
$21.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$41.6M
5
GFPC
5
Global Financial Private Capital
Florida
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
126
Hudock Inc
Pennsylvania
$20K – – –
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$20K +$20K +425 New
AWMS
128
Advocacy Wealth Management Services
Georgia
$18K – – –
GAM
129
Gemmer Asset Management
California
$16K +$195 +4 +1%
TWA
130
TCI Wealth Advisors
Arizona
$13K -$1.22K -25 -9%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$12K – – –
IP
132
Intellectus Partners
California
$9K – – –
BF
133
BOK Financial
Oklahoma
$9K +$9K +184 New
First Manhattan
134
First Manhattan
New York
$9K +$9K +201 New
AF
135
Allworth Financial
California
$8K +$8K +178 New
CPA
136
Clear Perspective Advisors
Illinois
$7K +$7K +145 New
AWM
137
AllSquare Wealth Management
New York
$6K – – –
US Bancorp
138
US Bancorp
Minnesota
$5K -$15.5K -350 -76%
BCMIO
139
Beacon Capital Management Inc (Ohio)
Ohio
$5K +$5K +113 New
SSB
140
Sandy Spring Bank
Maryland
$4K – – –
Barclays
141
Barclays
United Kingdom
$3K – – –
AIS
142
Accurate Investment Solutions
Pennsylvania
$2K +$2K +44 New
HI
143
Horizon Investments
North Carolina
– -$33.4M -703,088 Closed
Wellington Management Group
144
Wellington Management Group
Massachusetts
– -$9.18M -193,600 Closed
CIBC World Market
145
CIBC World Market
Ontario, Canada
– -$6.31M -132,986 Closed
SS
146
Simplicity Solutions
Minnesota
– -$4.63M -97,520 Closed
BFM
147
Boston Financial Management
Massachusetts
– -$3.63M -76,607 Closed
JPMPWA
148
J.P. Morgan Private Wealth Advisors
California
– -$3.3M -69,545 Closed
CFIA
149
Cantor Fitzgerald Investment Advisors
New York
– -$2.97M -62,697 Closed
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
– -$1.12M -23,541 Closed
3 4 5
6
7