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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

223 hedge funds and large institutions have $1.68B invested in SPDR Blackstone Senior Loan ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 75 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+28
Holders Change %
+14.36%
% of All Funds
3.96%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.2%
New
54
Increased
75
Reduced
67
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Grimes & Company
Massachusetts
$84.2M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$57.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$89.6M
4
AWA
4
ARS Wealth Advisors
Florida
$32.8M
5
PAG
5
Pinnacle Advisory Group
Maryland
$30.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$62.8M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
MD
3
Money Design
Japan
$10.2M
4
NA
4
Nottingham Advisors
New York
$10.5M
5
FF
5
Friedenthal Financial
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NWA
151
Navis Wealth Advisors
New York
$342K +$342K +7,500 New
KA
152
Kovack Advisors
Florida
$337K – – –
TNA
153
True North Advisors
Texas
$334K +$3.47K +76 +1%
IP
154
Intellectus Partners
California
$324K +$324K +7,100 New
LWP
155
Legacy Wealth Partners
California
$323K -$1.37K -30 -0.4%
IFA
156
Interactive Financial Advisors
Illinois
$321K -$54.2K -1,188 -14%
WEPOG
157
Wealth Enhancement & Preservation of GA
Georgia
$312K -$253K -5,539 -45%
GVAG
158
Great Valley Advisor Group
Delaware
$309K -$40.6K -888 -12%
BOPW
159
Brandywine Oak Private Wealth
Pennsylvania
$304K +$5.2K +114 +2%
AAM
160
Advisors Asset Management
Colorado
$296K +$11.5K +252 +4%
TVAMP
161
Tennessee Valley Asset Management Partners
Tennessee
$296K +$296K +6,482 New
SWP
162
Stratos Wealth Partners
Ohio
$291K -$37.6K -823 -11%
US Bancorp
163
US Bancorp
Minnesota
$291K +$272K +5,957 +1,418%
AIM
164
Arcadia Investment Management
Michigan
$290K – – –
UAS
165
United Asset Strategies
New York
$278K +$278K +6,096 New
TC
166
Telemus Capital
Michigan
$276K +$276K +6,048 New
PTC
167
Private Trust Company
Ohio
$276K +$276K +6,063 New
UCFA
168
United Capital Financial Advisors
Texas
$270K -$903K -19,795 -77%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$264K -$29.9K -656 -10%
LFAS
170
Level Four Advisory Services
Texas
$256K -$3.6K -79 -1%
SS
171
Simplicity Solutions
Minnesota
$243K +$23.8K +521 +11%
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$239K +$9.1K +199 +4%
EWA
173
EP Wealth Advisors
California
$234K +$234K +5,125 New
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$231K +$231K +5,063 New
EWM
175
Empirical Wealth Management
Washington
$213K – – –
5 6
7
8 9