SRLN icon

SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

144 hedge funds and large institutions have $1.08B invested in SPDR Blackstone Senior Loan ETF in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 14 closing their positions.

Holders
144
Holders Change
+4
Holders Change %
+2.86%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
20
Increased
70
Reduced
41
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$155M
2
Wells Fargo
2
Wells Fargo
California
$70.9M
3
AIM
3
Astor Investment Management
Illinois
$37.3M
4
GFPC
4
Global Financial Private Capital
Florida
$32.4M
5
Bank of America
5
Bank of America
North Carolina
$84.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$9.18M
2
ACM
2
Aviance Capital Management
Florida
$27.6M
3
BAM
3
Baring Asset Management
United Kingdom
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$155M 3,272,833 +3,090,189 +1,692%
Morgan Stanley
2
Morgan Stanley
New York
$84.6M 1,782,723 +170,231 +11%
Bank of America
3
Bank of America
North Carolina
$84.1M 1,772,418 +181,795 +11%
RIG
4
RiverFront Investment Group
Virginia
$73.3M 1,546,078 +7,831 +0.5%
Wells Fargo
5
Wells Fargo
California
$70.9M 1,494,739 +691,797 +86%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$55.9M 1,179,539 +60,354 +5%
UBS Group
7
UBS Group
Switzerland
$43.3M 913,958 +104,884 +13%
AIM
8
Astor Investment Management
Illinois
$37.3M 785,647 +464,332 +145%
GI
9
Gradient Investments
Minnesota
$33.6M 709,292 +29,306 +4%
HI
10
Horizon Investments
North Carolina
$33.4M 703,088 -26,895 -4%
GFPC
11
Global Financial Private Capital
Florida
$32.4M 683,244 +393,777 +136%
ACM
12
Aviance Capital Management
Florida
$27.6M 582,946 -76,729 -12%
PWAG
13
Polaris Wealth Advisory Group
California
$27.3M 575,189 +11,649 +2%
RJA
14
Raymond James & Associates
Florida
$20.6M 434,967 +5,521 +1%
NA
15
Nottingham Advisors
New York
$16.9M 356,196 +42,198 +13%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$15.6M 328,288 +90,671 +38%
BCI
17
Brinker Capital Investments
Pennsylvania
$13.8M 290,268 +2,564 +0.9%
State Street
18
State Street
Massachusetts
$13.6M 286,939 -16,540 -5%
ST
19
Spinnaker Trust
Maine
$11.4M 240,839 +10,299 +4%
Stifel Financial
20
Stifel Financial
Missouri
$10.3M 217,987 -8,408 -4%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$9.89M 208,551 +20,071 +11%
LPT
22
Legacy Private Trust
Wisconsin
$9.75M 205,623 -5,272 -2%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$9.18M 193,600 -193,600 -50%
PAG
24
Private Advisor Group
New Jersey
$9.11M 192,488 +36,381 +23%
CAL
25
Capital Analysts LLC
Pennsylvania
$8.7M 183,421 +8,243 +5%
1
2 3 4 5