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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

75 hedge funds and large institutions have $304M invested in SPDR Blackstone Senior Loan ETF in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
75
Holders Change
+8
Holders Change %
+11.94%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
34
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Aviance Capital Management
Florida
$14.6M
2
AIM
2
Astor Investment Management
Illinois
$11.9M
3
CS
3
Credit Suisse
Switzerland
$31.8M
4
BCM
4
Bluefin Capital Management
New York
$6.2M
5
U
5
UBS
Switzerland
$27M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
WCM
2
Weatherstone Capital Management
Colorado
$4.41M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.17M
4
CCA
4
Catalyst Capital Advisors
New York
$0
5
NC
5
NewSquare Capital
Pennsylvania
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$40.6M 811,236 +15,755 +2%
CS
2
Credit Suisse
Switzerland
$31.8M 635,121 +137,913 +28%
Morgan Stanley
3
Morgan Stanley
New York
$31.6M 632,141 +17,043 +3%
U
4
UBS
Switzerland
$27M 540,103 +89,577 +20%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$15M 300,381 – –
ACM
6
Aviance Capital Management
Florida
$14.6M 292,729 +264,075 +922%
NC
7
NewSquare Capital
Pennsylvania
$14.3M 285,016 -39,574 -12%
AIM
8
Astor Investment Management
Illinois
$11.9M 238,194 +238,194 New
BFA
9
Beaumont Financial Advisors
Massachusetts
$9.06M 181,047 -16,483 -8%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$7.82M 156,395 -4,225 -3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.17M 143,390 -55,263 -28%
Wells Fargo
12
Wells Fargo
California
$6.75M 134,951 +23,231 +21%
BCI
13
Brinker Capital Investments
Pennsylvania
$6.29M 125,652 +652 +0.5%
BCM
14
Bluefin Capital Management
New York
$6.2M 123,488 +123,488 New
MBT
15
Monroe Bank & Trust
Michigan
$5.03M 100,537 +20,332 +25%
HighTower Advisors
16
HighTower Advisors
Illinois
$4.66M 93,239 +36,962 +66%
WCM
17
Weatherstone Capital Management
Colorado
$4.41M 88,155 -65,282 -43%
TIM
18
Tortoise Investment Management
New York
$3.59M 71,697 +12,947 +22%
OC
19
Oppenheimer & Co
New York
$3.49M 69,769 +8,748 +14%
MM
20
Main Management
California
$3.41M 68,163 -28,530 -30%
PSW
21
Portfolio Strategies (Washington)
Washington
$3.28M 65,523 +4,482 +7%
JG
22
Jefferies Group
New York
$2.8M 55,948 +53,392 +2,089%
Barclays
23
Barclays
United Kingdom
$2.74M 54,767 +14,391 +36%
Stifel Financial
24
Stifel Financial
Missouri
$2.39M 47,768 +47,768 New
PI
25
Placemark Investments
Illinois
$2.37M 47,406 -7,636 -14%
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