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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

231 hedge funds and large institutions have $1.61B invested in SPDR Blackstone Senior Loan ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 107 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
5.16%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.4%
New
39
Increased
66
Reduced
107
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IndexIQ Advisors
New York
$66M
2
GI
2
Glovista Investments
New Jersey
$42M
3
HI
3
Horizon Investments
North Carolina
$36.8M
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$24.6M
5
WCM
5
Windham Capital Management
Massachusetts
$30.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$59.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$17.7M
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$0
4
GC
4
Grimes & Company
Massachusetts
$1.6M
5
RIG
5
RiverFront Investment Group
Virginia
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
151
Bluefin Capital Management
New York
$434K +$434K +9,700 New
PIA
152
Peachtree Investment Advisors
Georgia
$418K -$152K -3,390 -27%
IA
153
IFG Advisory
Georgia
$415K -$187K -4,176 -31%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$405K +$193K +4,306 +91%
WP
155
WealthPLAN Partners
Nebraska
$391K – – –
PA
156
PFG Advisors
Arizona
$390K -$60.1K -1,312 -13%
RFWA
157
RPg Family Wealth Advisory
Massachusetts
$389K +$160K +3,583 +70%
PWAG
158
Polaris Wealth Advisory Group
California
$371K -$36.3M -812,817 -99%
SCI
159
Stableford Capital II
Arizona
$360K +$22.7K +509 +7%
SSWM
160
Sheets Smith Wealth Management
North Carolina
$339K -$221K -4,937 -39%
HIM
161
Hillsdale Investment Management
Ontario, Canada
$333K +$38K +850 +13%
SFP
162
Shepherd Financial Partners
Massachusetts
$317K -$76K -1,704 -19%
PCM
163
Parsons Capital Management
Rhode Island
$315K +$5.32K +119 +2%
FFS
164
Founders Financial Securities
Maryland
$303K -$433K -9,692 -59%
PWPS
165
Pinnacle Wealth Planning Services
Ohio
$302K +$302K +6,758 New
RRWA
166
Rainey & Randall Wealth Advisors
Florida
$301K -$411K -9,196 -58%
KWA
167
KCS Wealth Advisory
California
$287K -$164K -3,663 -36%
DBRC
168
D.B. Root & Company
Pennsylvania
$281K -$12.3K -276 -4%
G
169
GenTrust
Florida
$269K +$269K +6,035 New
CA
170
Cetera Advisors
Colorado
$263K +$63.6K +1,413 +32%
KM
171
Kalos Management
Georgia
$255K -$25.4K -569 -9%
NEIRG
172
New England Investment & Retirement Group
Massachusetts
$250K -$7.41M -165,749 -97%
CL
173
CPWM LLC
Washington
$250K -$2.39M -53,300 -91%
DP
174
Denver PWM
Colorado
$237K +$237K +5,168 New
EWM
175
Empirical Wealth Management
Washington
$228K +$228K +5,100 New
5 6
7
8 9