State Street Blackstone Senior Loan ETF
SRLN
124 hedge funds and large institutions have $532M invested in State Street 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.
480% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 5
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
48% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 33
28% more capital invested
Capital invested by funds: $416M → $532M (+$116M)
22% more funds holding
Funds holding: 102 → 124 (+22)
0.75% more ownership
Funds ownership: 48.4% → 49.15% (+0.75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$27M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$23.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$10.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$10.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$16.5M |
| 2 |
Jane Street
New York
|
-$5.17M |
| 3 |
IA
IndexIQ Advisors
New York
|
-$3.63M |
| 4 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$1.92M |
| 5 |
RPG
Risk Paradigm Group
Austin,
Texas
|
-$1.77M |
SRLN Hedge Fund Activity: Q4 2016 in Review
124 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q4 2016, worth a combined $532M — up 28% from $416M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SRLN positions and 5 closed out — a net gain of 24 holders — while 49 added to existing stakes and 33 trimmed.
The largest buyer was Polaris Wealth Advisory Group, opening a new position worth an estimated $27M. The largest seller was Aviance Capital Management, cutting an estimated $16.5M.
- 124 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q4 2016, up from 102 in Q3 2016.
- Funds reported $532M of State Street Blackstone Senior Loan ETF stock for Q4 2016, up 28% quarter-over-quarter.
- 29 funds opened new State Street Blackstone Senior Loan ETF positions in Q4 2016 and 5 closed out, a net change of +24 holders.
- The largest State Street Blackstone Senior Loan ETF buyer in Q4 2016 was Polaris Wealth Advisory Group, an estimated $27M added.
- The largest State Street Blackstone Senior Loan ETF seller in Q4 2016 was Aviance Capital Management, an estimated $16.5M sold.
Based on aggregated 13F filings for Q4 2016.