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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

67 hedge funds and large institutions have $267M invested in SPDR Blackstone Senior Loan ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
14
Increased
27
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$22.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$30.8M
3
CS
3
Credit Suisse
Switzerland
$24.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$15M
5
Wells Fargo
5
Wells Fargo
California
$5.59M

Top Sellers

1
Blackstone Inc
1
Blackstone Inc
New York
$0
2
WCM
2
Weatherstone Capital Management
Colorado
$7.67M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.94M
4
PPA
4
Parametric Portfolio Associates
Washington
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$39.8M 795,481 +2,212 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$30.8M 615,098 +153,756 +33%
CS
3
Credit Suisse
Switzerland
$24.9M 497,208 +85,195 +21%
U
4
UBS
Switzerland
$22.5M 450,526 +177,328 +65%
NC
5
NewSquare Capital
Pennsylvania
$16.2M 324,590 -8,160 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$15M 300,381 +80,031 +36%
Goldman Sachs
7
Goldman Sachs
New York
$12.4M 247,675 -68,380 -22%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.94M 198,653 -144,362 -42%
BFA
9
Beaumont Financial Advisors
Massachusetts
$9.88M 197,530 -3,031 -2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$8.03M 160,620 +15,877 +11%
WCM
11
Weatherstone Capital Management
Colorado
$7.67M 153,437 -208,640 -58%
BCI
12
Brinker Capital Investments
Pennsylvania
$6.25M 125,000 -25,000 -17%
Wells Fargo
13
Wells Fargo
California
$5.59M 111,720 +73,285 +191%
MM
14
Main Management
California
$4.84M 96,693 -3,292 -3%
MBT
15
Monroe Bank & Trust
Michigan
$4.01M 80,205 +20,318 +34%
PSW
16
Portfolio Strategies (Washington)
Washington
$3.05M 61,041 +61,041 New
OC
17
Oppenheimer & Co
New York
$3.05M 61,021 +5,774 +10%
TIM
18
Tortoise Investment Management
New York
$2.94M 58,750 +58,750 New
HighTower Advisors
19
HighTower Advisors
Illinois
$2.82M 56,277 +44,062 +361%
PI
20
Placemark Investments
Illinois
$2.75M 55,042 -33,816 -38%
KC
21
Kingfisher Capital
North Carolina
$2.26M 45,171 -1,779 -4%
CCA
22
Catalyst Capital Advisors
New York
$2.25M 45,000 +30,000 +200%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2.21M 44,232 +11,145 +34%
Barclays
24
Barclays
United Kingdom
$2.02M 40,376 -22,641 -36%
GWM
25
Greenwich Wealth Management
Connecticut
$1.86M 37,240 +26,001 +231%
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