State Street Blackstone Senior Loan ETF
SRLN
144 hedge funds and large institutions have $1.08B invested in State Street 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.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
71% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 41
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
31% more capital invested
Capital invested by funds: $821M → $1.08B (+$255M)
3% more funds holding
Funds holding: 140 → 144 (+4)
2.84% more ownership
Funds ownership: 57% → 59.84% (+2.8%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
151
MCF Advisors
Covington,
Kentucky
| – | -$132K | -2,768 | Closed |
|
|
HCA
152
Harbour Capital Advisors
Tysons Corner,
Virginia
| – | -$52.3K | -1,100 | Closed |
|
|
AA
153
Apriem Advisors
Irvine,
California
| – | -$26K | -550 | Closed |
|
|
NFG
154
Next Financial Group
Houston,
Texas
| – | -$8K | -164 | Closed |
|
155
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4K | -79 | Closed |
|
|
MWM
156
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$1K | -33 | Closed |
|
SRLN Hedge Fund Activity: Q2 2017 in Review
144 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q2 2017, worth a combined $1.08B — up 31% from $821M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SRLN positions and 14 closed out — a net gain of 6 holders — while 70 added to existing stakes and 41 trimmed.
The largest buyer was LPL Financial, adding an estimated $147M. The largest seller was Wellington Management Group, cutting an estimated $9.19M.
- 144 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q2 2017, up from 140 in Q1 2017.
- Funds reported $1.08B of State Street Blackstone Senior Loan ETF stock for Q2 2017, up 31% quarter-over-quarter.
- 20 funds opened new State Street Blackstone Senior Loan ETF positions in Q2 2017 and 14 closed out, a net change of +6 holders.
- The largest State Street Blackstone Senior Loan ETF buyer in Q2 2017 was LPL Financial, an estimated $147M added.
- The largest State Street Blackstone Senior Loan ETF seller in Q2 2017 was Wellington Management Group, an estimated $9.19M sold.
Based on aggregated 13F filings for Q2 2017.