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State Street Blackstone Senior Loan ETF

548 hedge funds and large institutions have $7.82B invested in State Street Blackstone Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 261 increasing their positions, 126 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 45

107% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 126

36% more funds holding in top 10

Funds holding in top 10: 5068 (+18)

23% more capital invested

Capital invested by funds: $6.38B → $7.82B (+$1.44B)

17% more funds holding

Funds holding: 469548 (+79)

5.35% more ownership

Funds ownership: 71.87%77.22% (+5.4%)

61% less call options, than puts

Call options by funds: $625K | Put options by funds: $1.59M

Holders
548
Holders Change
+79
Holders Change %
+16.84%
% of All Funds
8.64%
Holding in Top 10
68
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+36%
% of All Funds
1.07%
New
131
Increased
261
Reduced
126
Closed
45
Calls
$625K
Puts
$1.59M
Net Calls
-$962K
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
226
Boyd Watterson Asset Management
Ohio
$3.21M -$176K -3,894 -5%
SMG
227
Smart Money Group
Texas
$3.14M +$1.35M +29,894 +75%
VAS
228
Vestmark Advisory Solutions
Massachusetts
$3.13M +$1.74M +38,549 +124%
SBL
229
Sargent Bickham Lagudis
Colorado
$3.08M +$3.09M +68,467 +427,919%
HA
230
Hofer & Associates
California
$3.04M +$210K +4,643 +7%
PAS
231
Park Avenue Securities
New York
$2.98M +$1.18M +26,160 +65%
FC
232
Fusion Capital
South Carolina
$2.97M -$385K -8,523 -11%
AWA
233
Arete Wealth Advisors
Illinois
$2.96M +$251K +5,565 +9%
CC
234
Courier Capital
New York
$2.94M -$10.3K -227 -0.3%
RC
235
Roundview Capital
New Jersey
$2.89M +$31.6K +700 +1%
DWM
236
Dakota Wealth Management
Florida
$2.88M +$1.76M +39,017 +156%
FA
237
FDx Advisors
Illinois
$2.85M -$2.11M -46,713 -42%
AIP
238
Ameritas Investment Partners
Nebraska
$2.83M +$2.84M +62,846 +27,932%
State Street
239
State Street
Massachusetts
$2.83M -$104K -2,303 -4%
FANJ
240
Financial Architects (New Jersey)
New Jersey
$2.83M +$1.96M +43,373 +222%
CAG
241
Curtis Advisory Group
California
$2.78M -$118K -2,602 -4%
FPAS
242
Focus Partners Advisor Solutions
Missouri
$2.77M +$2.78M +61,648 New
FAIM
243
Financial Advocates Investment Management
Washington
$2.72M +$2.73M +60,512 New
AUIM
244
Aegon USA Investment Management
Iowa
$2.72M +$199K +4,400 +8%
SAM
245
Silphium Asset Management
United Kingdom
$2.7M -$6.58M -145,588 -71%
PA
246
Pinnacle Associates
New York
$2.69M +$493K +10,910 +22%
PAG
247
Paladin Advisory Group
Iowa
$2.68M +$2.7M +59,749 New
RW
248
RVW Wealth
California
$2.65M +$310K +6,872 +13%
PA
249
PPM America
Illinois
$2.64M -$18.1M -400,000 -87%
SC
250
Sepio Capital
Utah
$2.64M -$825K -18,271 -24%

SRLN Hedge Fund Activity: Q1 2022 in Review

548 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q1 2022, worth a combined $7.82B — up 23% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new SRLN positions and 45 closed out — a net gain of 86 holders — while 261 added to existing stakes and 126 trimmed.

The largest buyer was LPL Financial, adding an estimated $687M. The largest seller was Goldman Sachs, cutting an estimated $328M.

  • 548 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q1 2022, up from 469 in Q4 2021.
  • Funds reported $7.82B of State Street Blackstone Senior Loan ETF stock for Q1 2022, up 23% quarter-over-quarter.
  • 131 funds opened new State Street Blackstone Senior Loan ETF positions in Q1 2022 and 45 closed out, a net change of +86 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q1 2022 was LPL Financial, an estimated $687M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q1 2022 was Goldman Sachs, an estimated $328M sold.

Based on aggregated 13F filings for Q1 2022.