State Street Blackstone Senior Loan ETF
SRLN
87 hedge funds and large institutions have $473M invested in State Street Blackstone Senior Loan ETF in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 12 closing their positions.
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
32% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 25
30% more capital invested
Capital invested by funds: $363M → $473M (+$110M)
9% more funds holding
Funds holding: 80 → 87 (+7)
7.33% more ownership
Funds ownership: 52.98% → 60.31% (+7.3%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$68.8M |
| 2 |
IA
IndexIQ Advisors
New York
|
+$21M |
| 3 |
Morgan Stanley
New York
|
+$15.5M |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
+$9.44M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$9.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$7.65M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$6.32M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.32M |
| 4 |
JP Morgan Chase
New York
|
-$2.88M |
| 5 |
MBT
Monroe Bank & Trust
Monroe,
Michigan
|
-$2.51M |
SRLN Hedge Fund Activity: Q4 2015 in Review
87 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q4 2015, worth a combined $473M — up 30% from $363M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SRLN positions and 12 closed out — a net gain of 8 holders — while 33 added to existing stakes and 25 trimmed.
The largest buyer was LPL Financial, adding an estimated $68.8M. The largest seller was NewSquare Capital, exiting entirely with an estimated $7.65M sold.
- 87 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q4 2015, up from 80 in Q3 2015.
- Funds reported $473M of State Street Blackstone Senior Loan ETF stock for Q4 2015, up 30% quarter-over-quarter.
- 20 funds opened new State Street Blackstone Senior Loan ETF positions in Q4 2015 and 12 closed out, a net change of +8 holders.
- The largest State Street Blackstone Senior Loan ETF buyer in Q4 2015 was LPL Financial, an estimated $68.8M added.
- The largest State Street Blackstone Senior Loan ETF seller in Q4 2015 was NewSquare Capital, an estimated $7.65M sold.
Based on aggregated 13F filings for Q4 2015.