We are live on ! Find out more
SRLN icon

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
IWM
151
IHT Wealth Management
Illinois
$151K +$85.7K +1,811 +132%
AG
152
Advisor Group
Arizona
$130K +$1.42K +30 +1%
SEI Investments
153
SEI Investments
Pennsylvania
$102K -$2.18K -46 -2%
GWM
154
Geneos Wealth Management
Colorado
$99K +$39.2K +829 +65%
Citigroup
155
Citigroup
New York
$88K -$24K -508 -21%
JCM
156
Jacobi Capital Management
Pennsylvania
$66K
WEC
157
Winslow Evans & Crocker
Massachusetts
$47.1K +$26.9K +568 +132%
CPIG
158
Chicago Partners Investment Group
Illinois
$47K
WB
159
Webster Bank
Connecticut
$47K +$47.3K +1,000 New
WAM
160
Wealthspire Advisors (Maryland)
Maryland
$38K
TF
161
Tompkins Financial
New York
$32K +$31.7K +670 New
MBT
162
Monroe Bank & Trust
Michigan
$24K +$23.7K +500 New
HI
163
Hudock Inc
Pennsylvania
$20K
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$20K
AAM
165
Advisors Asset Management
Colorado
$18K -$33.7K -712 -65%
AWMS
166
Advocacy Wealth Management Services
Georgia
$18K
GAM
167
Gemmer Asset Management
California
$16K +$189 +4 +1%
PGWM
168
Parisi Gray Wealth Management
New Jersey
$15K +$14.9K +315 New
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$12K
MOS
170
MGO One Seven
Ohio
$12K +$12.4K +262 New
SHJ
171
Sharkey, Howes & Javer
Colorado
$10K +$9.65K +204 New
IP
172
Intellectus Partners
California
$9K
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$8K -$54.5K -1,151 -87%
TWA
174
TCI Wealth Advisors
Arizona
$8K -$4.97K -105 -39%
CPA
175
Clear Perspective Advisors
Illinois
$7K

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.