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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

124 hedge funds and large institutions have $532M invested in SPDR Blackstone Senior Loan ETF in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
124
Holders Change
+22
Holders Change %
+21.57%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
29
Increased
49
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$27.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$29.2M
3
UBS Group
3
UBS Group
Switzerland
$32.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$19.7M
5
Bank of America
5
Bank of America
North Carolina
$61.8M

Top Sellers

1
ACM
1
Aviance Capital Management
Florida
$40.9M
2
Jane Street
2
Jane Street
New York
$0
3
IA
3
IndexIQ Advisors
New York
$4.62M
4
VC
4
Vicus Capital
Pennsylvania
$701K
5
RPG
5
Risk Paradigm Group
Texas
$2.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$61.8M 1,302,347 +204,426 +19%
Morgan Stanley
2
Morgan Stanley
New York
$54.9M 1,156,169 +156,234 +16%
ACM
3
Aviance Capital Management
Florida
$40.9M 862,131 -348,506 -29%
Wells Fargo
4
Wells Fargo
California
$34.9M 735,903 +80,022 +12%
UBS Group
5
UBS Group
Switzerland
$32.2M 677,651 +229,172 +51%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$29.2M 615,315 +492,472 +401%
PWAG
7
Polaris Wealth Advisory Group
California
$27.1M 570,676 +570,676 New
Wellington Management Group
8
Wellington Management Group
Massachusetts
$19.7M 413,900 +223,500 +117%
GI
9
Gradient Investments
Minnesota
$15.3M 322,738 +132,843 +70%
AIM
10
Astor Investment Management
Illinois
$14.9M 314,743 +5,109 +2%
State Street
11
State Street
Massachusetts
$14.1M 297,605 -28,500 -9%
BCI
12
Brinker Capital Investments
Pennsylvania
$13M 274,785 -15,577 -5%
ST
13
Spinnaker Trust
Maine
$10.3M 216,269 +43,687 +25%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$9.15M 192,580 +45,740 +31%
LPL Financial
15
LPL Financial
California
$8.25M 173,592 -3,528 -2%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$7.9M 166,250 +9,553 +6%
GC
17
Guggenheim Capital
Illinois
$7.01M 147,616 +24,678 +20%
PAG
18
Private Advisor Group
New Jersey
$6.58M 138,243 +93,952 +212%
NEIRG
19
New England Investment & Retirement Group
Massachusetts
$6.38M 134,433 +66,804 +99%
LPT
20
Legacy Private Trust
Wisconsin
$6.06M 127,554 +127,554 New
Ameriprise
21
Ameriprise
Minnesota
$5.88M 123,720 +2,306 +2%
AUIM
22
Aegon USA Investment Management
Iowa
$5.22M 110,000 +110,000 New
Stifel Financial
23
Stifel Financial
Missouri
$4.94M 104,130 +3,069 +3%
IA
24
IndexIQ Advisors
New York
$4.62M 97,253 -76,728 -44%
HIM
25
Hillsdale Investment Management
Ontario, Canada
$3.86M 81,250 +31,300 +63%
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