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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
CAM
126
Concorde Asset Management
Michigan
$436K +$437K +9,230 New
CCM
127
Crabel Capital Management
California
$423K +$424K +8,970 New
OMC
128
Old Mission Capital
Illinois
$422K +$423K +8,934 New
IFA
129
Interactive Financial Advisors
Illinois
$398K -$131K -2,770 -25%
SSWM
130
Sheets Smith Wealth Management
North Carolina
$386K +$47.6K +1,006 +14%
AI
131
Atria Investments
North Carolina
$357K +$44.2K +935 +14%
LFAS
132
Level Four Advisory Services
Texas
$334K +$12.2K +257 +4%
AFNAS
133
American Financial Network Advisory Services
California
$326K -$429K -9,063 -57%
KWM
134
Kingsview Wealth Management
Oregon
$320K +$26.9K +569 +9%
FAAS
135
First Allied Advisory Services
California
$319K +$320K +6,757 New
KM
136
Kalos Management
Georgia
$316K -$4.02K -85 -1%
CCA
137
Clearwater Capital Advisors
Illinois
$315K +$315K +6,667 New
VC
138
Vicus Capital
Pennsylvania
$314K -$86.4K -1,827 -22%
EWA
139
EP Wealth Advisors
California
$269K +$270K +5,710 New
HighTower Advisors
140
HighTower Advisors
Illinois
$263K -$11.9K -251 -4%
PFGIA
141
Patriot Financial Group Insurance Agency
Massachusetts
$259K +$49.6K +1,049 +24%
RFWA
142
RPg Family Wealth Advisory
Massachusetts
$244K +$26.8K +567 +12%
PCM
143
Parsons Capital Management
Rhode Island
$242K +$243K +5,135 New
OWM
144
Orgel Wealth Management
Wisconsin
$228K +$1.42K +30 +0.6%
IA
145
IFG Advisory
Georgia
$217K +$218K +4,611 New
US Bancorp
146
US Bancorp
Minnesota
$209K +$205K +4,325 +3,827%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$208K +$31.9K +675 +18%
CFD
148
Creative Financial Designs
Indiana
$205K +$2.79K +59 +1%
CCM
149
Covington Capital Management
California
$189K
FGC
150
Financial Gravity Companies
Texas
$157K +$156K +3,300 New

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.