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SPDR Blackstone Senior Loan ETF
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Overview Fund Activity

216 hedge funds and large institutions have $1.42B invested in SPDR Blackstone Senior Loan ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 84 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-8
Holders Change %
-3.57%
% of All Funds
4.7%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
22
Increased
84
Reduced
79
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$102M
2
Jane Street
2
Jane Street
New York
$28.9M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$43.3M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$20.9M
5
LPL Financial
5
LPL Financial
California
$301M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$9K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$26.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$16.7M
4
IA
4
IndexIQ Advisors
New York
$27.4M
5
GI
5
Glovista Investments
New Jersey
$220K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
201
Carroll Financial Associates
North Carolina
$9K +$9K +195 New
APA
202
American Portfolios Advisors
New York
$7.03K -$8.04K -174 -53%
PFO
203
Pathstone Family Office
New Jersey
$7K +$7K +150 New
GSWM
204
Golden State Wealth Management
California
$6K -$6.72K -158 -53%
APC
205
Aspire Private Capital
North Carolina
$6K -$5.57K -130 -48%
TFGT
206
TS Financial Group (TSFG)
Illinois
$6K – – –
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
VFA
208
Valeo Financial Advisors
Indiana
$4K – – –
AWM
209
AllSquare Wealth Management
New York
$4K – – –
GWMIA
210
Global Wealth Management Investment Advisory
Florida
$3K -$22.7K -416 -88%
CIM
211
Contravisory Investment Management
Massachusetts
$3K – – –
JFA
212
JNBA Financial Advisors
Minnesota
$2K – – –
FRA
213
Front Row Advisors
California
$2K – – –
CA
214
Crewe Advisors
Utah
$2K +$2K +47 New
BFG
215
Bouchey Financial Group
New York
– -$8.66M -188,037 Closed
PAG
216
Private Advisory Group
Washington
– -$2.08M -46,500 Closed
MA
217
Mutual Advisors
Nebraska
– -$1.33M -28,796 Closed
CTA
218
Chesley Taft & Associates
Illinois
– -$741K -16,090 Closed
BWA
219
BlueSky Wealth Advisors
North Carolina
– -$681K -14,696 Closed
DAS
220
Dynamic Advisor Solutions
Arizona
– -$502K -10,895 Closed
EWA
221
EP Wealth Advisors
California
– -$492K -10,690 Closed
DC
222
Davenport & Co
Virginia
– -$479K -10,400 Closed
SS
223
Simplicity Solutions
Minnesota
– -$471K -10,228 Closed
PWAG
224
Polaris Wealth Advisory Group
California
– -$460K -9,994 Closed
ACA
225
Ackerman Capital Advisors
Texas
– -$283 -6,135 Closed
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