State Street Blackstone Senior Loan ETF
SRLN
68 hedge funds and large institutions have $308M invested in State Street Blackstone Senior Loan ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 10 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 25
1.47% more ownership
Funds ownership: 49.25% → 50.71% (+1.5%)
1% more capital invested
Capital invested by funds: $304M → $308M (+$3.4M)
9% less funds holding
Funds holding: 75 → 68 (-7)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
+$7.24M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$5.62M |
| 3 |
Morgan Stanley
New York
|
+$4.47M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.39M |
| 5 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$3.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$8.32M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.72M |
| 3 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$4.41M |
| 4 |
BCM
Bluefin Capital Management
New York
|
-$3.19M |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$2.5M |
SRLN Hedge Fund Activity: Q2 2014 in Review
68 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q2 2014, worth a combined $308M — up 1.1% from $304M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SRLN and 3 opened new positions — a net loss of 7 holders — while 25 trimmed existing stakes and 31 added.
The largest buyer was IndexIQ Advisors, adding an estimated $7.24M. The largest seller was Beaumont Financial Advisors, cutting an estimated $8.32M.
- 68 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q2 2014, down from 75 in Q1 2014.
- Funds reported $308M of State Street Blackstone Senior Loan ETF stock for Q2 2014, up 1.1% quarter-over-quarter.
- 3 funds opened new State Street Blackstone Senior Loan ETF positions in Q2 2014 and 10 closed out, a net change of -7 holders.
- The largest State Street Blackstone Senior Loan ETF buyer in Q2 2014 was IndexIQ Advisors, an estimated $7.24M added.
- The largest State Street Blackstone Senior Loan ETF seller in Q2 2014 was Beaumont Financial Advisors, an estimated $8.32M sold.
Based on aggregated 13F filings for Q2 2014.