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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

220 hedge funds and large institutions have $1.86B invested in SPDR Blackstone Senior Loan ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+17
Holders Change %
+8.37%
% of All Funds
4.34%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.14%
New
44
Increased
85
Reduced
65
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
$213M
2
Goldman Sachs
Goldman Sachs
New York
$487M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$55.2M
4
Federated Hermes
Federated Hermes
Pennsylvania
$44.7M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$44.9M

Top Sellers

1
WCM
Windham Capital Management
Massachusetts
$1.3M
2
GI
Glovista Investments
New Jersey
$1.31M
3
PI
PineBridge Investments
New York
$0
4
Jane Street
Jane Street
New York
$25.3M
5
SAM
Silphium Asset Management
United Kingdom
$489K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
126
J.W. Cole Advisors
Florida
$641K +$641K +13,760 New
NFG
127
Next Financial Group
Texas
$638K +$47.5K +1,020 +8%
LWP
128
Legacy Wealth Partners
California
$631K +$631K +13,616 New
GWM
129
Greenwich Wealth Management
Connecticut
$597K -$1.17K -25 -0.2%
B
130
Bailard
California
$584K +$5.12K +110 +0.9%
GVAG
131
Great Valley Advisor Group
Delaware
$582K -$18.4K -394 -3%
CC
132
Courier Capital
New York
$559K -$61.1K -1,305 -10%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$554K -$54.2K -1,163 -9%
LWM
134
Laidlaw Wealth Management
New York
$532K +$532K +11,425 New
WP
135
WealthPLAN Partners
Nebraska
$520K +$126K +2,721 +32%
GWM
136
Geneos Wealth Management
Colorado
$509K -$57.9K -1,245 -10%
BAM
137
Bruderman Asset Management
New York
$496K +$66.9K +1,434 +16%
RG
138
Retirement Group
California
$491K +$491K +10,537 New
SAM
139
Silphium Asset Management
United Kingdom
$489K -$7.15M -153,500 -94%
HIIFS
140
Harel Insurance Investments & Financial Services
Israel
$466K +$466K +10,000 New
HIM
141
Hanlon Investment Management
New Jersey
$462K -$4.75K -102 -1%
KA
142
Kovack Advisors
Florida
$456K -$3.13M -67,043 -87%
CAG
143
Curtis Advisory Group
California
$445K +$445K +9,543 New
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$440K -$308K – –
HBWM
145
Hollow Brook Wealth Management
New York
$430K +$430K +9,222 New
QWM
146
Quaker Wealth Management
New Jersey
$430K +$430K +9,223 New
MML Investors Services
147
MML Investors Services
Massachusetts
$411K +$69.6K +1,495 +20%
IWC
148
Integrated Wealth Concepts
Massachusetts
$393K +$180K +3,858 +84%
SFS
149
Sowell Financial Services
Arkansas
$379K -$308K -6,606 -45%
FHA
150
First Horizon Advisors
Tennessee
$365K +$365K +7,838 New
4 5
6
7 8