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State Street Blackstone Senior Loan ETF

352 hedge funds and large institutions have $4.38B invested in State Street Blackstone Senior Loan ETF in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 177 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 23

228% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 54

49% more capital invested

Capital invested by funds: $2.93B → $4.38B (+$1.45B)

45% more funds holding in top 10

Funds holding in top 10: 2029 (+9)

21% more funds holding

Funds holding: 291352 (+61)

4.97% less ownership

Funds ownership: 75.82%70.85% (-5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $398K

Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
6.13%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.5%
New
89
Increased
177
Reduced
54
Closed
23
Calls
Puts
$398K
Net Calls
-$398K
Net Calls Change
-$69K
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
226
Founders Financial Securities
Maryland
$632K -$85.3K -1,855 -12%
HB
227
Homrich & Berg
Georgia
$590K +$187K +4,070 +47%
PMAS
228
PNC Managed Account Solutions
Texas
$579K +$576K +12,517 New
BAM
229
Belpointe Asset Management
Nevada
$573K +$569K +12,376 New
FFG
230
Ford Financial Group
California
$566K -$32.2K -700 -5%
LFGH
231
Lee Financial Group Hawaii
Hawaii
$562K +$558K +12,140 New
BFC
232
Blue Fin Capital
Rhode Island
$559K
NFP
233
Novak Financial Planning
Maryland
$557K -$4.32K -94 -0.8%
FPWM
234
FSB Premier Wealth Management
Iowa
$555K +$17.9K +390 +3%
SI
235
Stephens Inc
Arkansas
$555K +$33.6K +730 +6%
US Bancorp
236
US Bancorp
Minnesota
$552K +$519K +11,281 +1,744%
RCAG
237
Rehmann Capital Advisory Group
Michigan
$550K +$547K +11,890 New
SFG
238
StrategIQ Financial Group
Indiana
$549K +$31.1K +676 +6%
WS
239
Wedbush Securities
California
$519K -$89.5K -1,947 -15%
WWM
240
Western Wealth Management
Colorado
$499K +$500K +10,871 New
MP
241
McDonald Partners
Ohio
$495K +$491K +10,684 New
DAS
242
Dynamic Advisor Solutions
Arizona
$495K +$492K +10,692 New
SAM
243
Secure Asset Management
Michigan
$491K +$61.9K +1,347 +15%
WB
244
Webster Bank
Connecticut
$490K -$19.3K -419 -4%
IFG
245
Investors Financial Group
Minnesota
$488K +$485K +10,548 New
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$483K -$60.9K -1,325 -11%
TIM
247
Tortoise Investment Management
New York
$468K -$97.5K -2,120 -17%
FNT
248
First National Trust
Pennsylvania
$468K -$16.1K -350 -3%
OPS
249
Orion Portfolio Solutions
Nebraska
$463K +$48.5K +1,055 +12%
GWM
250
Geneos Wealth Management
Colorado
$461K -$349K -7,593 -43%

SRLN Hedge Fund Activity: Q2 2021 in Review

352 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q2 2021, worth a combined $4.38B — up 49% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SRLN positions and 23 closed out — a net gain of 66 holders — while 177 added to existing stakes and 54 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $224M. The largest seller was State of Tennessee, Department of Treasury, cutting an estimated $54.2M.

  • 352 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q2 2021, up from 291 in Q1 2021.
  • Funds reported $4.38B of State Street Blackstone Senior Loan ETF stock for Q2 2021, up 49% quarter-over-quarter.
  • 89 funds opened new State Street Blackstone Senior Loan ETF positions in Q2 2021 and 23 closed out, a net change of +66 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q2 2021 was Goldman Sachs, an estimated $224M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q2 2021 was State of Tennessee, Department of Treasury, an estimated $54.2M sold.

Based on aggregated 13F filings for Q2 2021.