State Street Blackstone Senior Loan ETF
SRLN
143 hedge funds and large institutions have $1.05B invested in State Street 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.
26% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 47
5% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 19
1% less funds holding
Funds holding: 144 → 143 (-1)
2% less capital invested
Capital invested by funds: $1.08B → $1.05B (-$24.2M)
3.06% less ownership
Funds ownership: 59.84% → 56.78% (-3.1%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$47.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$22.4M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$10.5M |
| 4 |
CTB
Country Trust Bank
Bloomington,
Illinois
|
+$8.29M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$5.46M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFS
151
Founders Financial Securities
Towson,
Maryland
| – | -$1.04M | -21,897 | Closed |
|
|
CPP
152
Crow Point Partners
Boston,
Massachusetts
| – | -$1M | -21,198 | Closed |
|
|
FTUS
153
Flow Traders U.S.
New York
| – | -$416K | -8,775 | Closed |
|
|
VAM
154
Visionary Asset Management
Houston,
Texas
| – | -$327K | -6,893 | Closed |
|
|
AFP
155
Ausdal Financial Partners
Davenport,
Iowa
| – | -$218K | -4,597 | Closed |
|
|
RCA
156
Rowland Carmichael Advisors
Scottsdale,
Arizona
| – | -$203K | -4,273 | Closed |
|
|
NA
157
NewEdge Advisors
New Orleans,
Louisiana
| – | -$62.9K | -1,330 | Closed |
|
|
OIA
158
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$7K | -140 | Closed |
|
|
DADC
159
D.A. Davidson & Co
Great Falls,
Montana
| – | -$5K | -107 | Closed |
|
160
Creative Planning
Overland Park,
Kansas
| – | -$4K | -84 | Closed |
|
|
RFM
161
Royal Fund Management
Lady Lake,
Florida
| – | -$1K | -29 | Closed |
|
SRLN Hedge Fund Activity: Q3 2017 in Review
143 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q3 2017, worth a combined $1.05B — down 2.3% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SRLN positions and 19 closed out — a net gain of 1 holder — while 59 added to existing stakes and 47 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $47.4M. The largest seller was Horizon Investments, exiting entirely with an estimated $33.4M sold.
- 143 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q3 2017, down from 144 in Q2 2017.
- Funds reported $1.05B of State Street Blackstone Senior Loan ETF stock for Q3 2017, down 2.3% quarter-over-quarter.
- 20 funds opened new State Street Blackstone Senior Loan ETF positions in Q3 2017 and 19 closed out, a net change of +1 holder.
- The largest State Street Blackstone Senior Loan ETF buyer in Q3 2017 was Goldman Sachs, an estimated $47.4M added.
- The largest State Street Blackstone Senior Loan ETF seller in Q3 2017 was Horizon Investments, an estimated $33.4M sold.
Based on aggregated 13F filings for Q3 2017.