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State Street Blackstone Senior Loan ETF

513 hedge funds and large institutions have $4.61B invested in State Street Blackstone Senior Loan ETF in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 135 increasing their positions, 256 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.47% more ownership

Funds ownership: 67.72%70.18% (+2.5%)

5% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 82

1% less funds holding

Funds holding: 518513 (-5)

1% less capital invested

Capital invested by funds: $4.66B → $4.61B (-$48.5M)

30% less funds holding in top 10

Funds holding in top 10: 4431 (-13)

47% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 256

93% less call options, than puts

Call options by funds: $6.92M | Put options by funds: $95.9M

Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.25%
Holding in Top 10
31
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-29.55%
% of All Funds
0.5%
New
86
Increased
135
Reduced
256
Closed
82
Calls
$6.92M
Puts
$95.9M
Net Calls
-$89M
Net Calls Change
+$7.49M
Name Holding Trade Value Shares
Change
Change in
Stake
PVM
226
Palogic Value Management
Texas
$1.51M +$1.52M +36,850 New
SI
227
Stephens Inc
Arkansas
$1.5M +$1.07M +25,960 +243%
LA
228
LexAurum Advisors
Kansas
$1.5M +$78.6K +1,909 +6%
HWM
229
Howard Wealth Management
Connecticut
$1.5M -$837K -20,336 -36%
FC
230
Fusion Capital
South Carolina
$1.49M -$275K -6,675 -15%
SL
231
Sentinus LLC
Illinois
$1.43M +$25.7K +625 +2%
FIM
232
Freedom Investment Management
Connecticut
$1.36M -$1.42M -34,386 -51%
NL
233
Navalign LLC
California
$1.35M +$1.06M +25,853 +361%
Invesco
234
Invesco
Georgia
$1.35M +$46.9K +1,140 +4%
GIA
235
Gladstone Institutional Advisory
Florida
$1.33M -$128K -3,116 -9%
SPC
236
Sigma Planning Corp
Michigan
$1.33M -$132K -3,207 -9%
TA
237
TFG Advisers
Michigan
$1.33M +$89.4K +2,172 +7%
MCC
238
Money Concepts Capital
Florida
$1.33M +$397K +9,633 +42%
IFG
239
Independent Financial Group
California
$1.33M +$9.84K +239 +0.7%
AC
240
AIFG Consultants
New York
$1.32M +$1.32M +32,174 New
AUIM
241
Aegon USA Investment Management
Iowa
$1.31M +$1.03M +25,000 +350%
AWM
242
Accel Wealth Management
Iowa
$1.3M +$89.5K +2,173 +7%
AWC
243
Adamsbrown Wealth Consultants
Kansas
$1.29M +$108K +2,622 +9%
GC
244
Grimes & Company
Massachusetts
$1.28M +$766K +18,598 +147%
PTC
245
Private Trust Company
Ohio
$1.25M -$127K -3,087 -9%
AIA
246
Angeles Investment Advisors
California
$1.24M -$26M -630,613 -95%
JIR
247
James Investment Research
Ohio
$1.23M -$246K -5,975 -17%
RG
248
Retirement Group
California
$1.23M +$439K +10,656 +55%
Cerity Partners
249
Cerity Partners
New York
$1.21M -$631K -15,332 -34%
FFG
250
Ford Financial Group
California
$1.21M -$85.9K -2,087 -7%

SRLN Hedge Fund Activity: Q4 2022 in Review

513 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q4 2022, worth a combined $4.61B — down 1% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SRLN positions and 82 closed out — a net gain of 4 holders — while 135 added to existing stakes and 256 trimmed.

The largest buyer was State of Tennessee, Department of Treasury, adding an estimated $90.8M. The largest seller was Lord, Abbett & Co, cutting an estimated $56.8M.

  • 513 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q4 2022, down from 518 in Q3 2022.
  • Funds reported $4.61B of State Street Blackstone Senior Loan ETF stock for Q4 2022, down 1% quarter-over-quarter.
  • 86 funds opened new State Street Blackstone Senior Loan ETF positions in Q4 2022 and 82 closed out, a net change of +4 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q4 2022 was State of Tennessee, Department of Treasury, an estimated $90.8M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q4 2022 was Lord, Abbett & Co, an estimated $56.8M sold.

Based on aggregated 13F filings for Q4 2022.