We are live on ! Find out more
SRLN icon

State Street Blackstone Senior Loan ETF

482 hedge funds and large institutions have $3.41B invested in State Street Blackstone Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 236 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.11% less ownership

Funds ownership: 70.18%67.07% (-3.1%)

6% less funds holding

Funds holding: 513482 (-31)

26% less capital invested

Capital invested by funds: $4.61B → $3.41B (-$1.2B)

32% less funds holding in top 10

Funds holding in top 10: 3121 (-10)

34% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 73

39% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 236

93% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $25.2M

Holders
482
Holders Change
-31
Holders Change %
-6.04%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.33%
New
48
Increased
144
Reduced
236
Closed
73
Calls
$1.81M
Puts
$25.2M
Net Calls
-$23.4M
Net Calls Change
+$65.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
226
Friedenthal Financial
New Jersey
$1.25M +$82.6K +1,985 +7%
RG
227
Retirement Group
California
$1.23M -$7.36K -177 -0.6%
AAM
228
Augustine Asset Management
Florida
$1.22M +$7.24K +174 +0.6%
SPC
229
Sigma Planning Corp
Michigan
$1.17M -$177K -4,264 -13%
GIA
230
Gladstone Institutional Advisory
Florida
$1.17M -$187K -4,504 -14%
ACM
231
Anfield Capital Management
California
$1.17M +$341K +8,200 +41%
TSS
232
Two Sigma Securities
New York
$1.15M +$1.15M +27,689 New
RFN
233
RDA Financial Network
Iowa
$1.06M +$17K +409 +2%
3AM
234
3EDGE Asset Management
Florida
$1.06M +$172K +4,129 +19%
PIA
235
Perennial Investment Advisors
California
$1.04M +$1.04M +25,007 New
Lido Advisors
236
Lido Advisors
California
$1.04M +$709K +17,050 +215%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$1.03M -$199K -4,771 -16%
VAS
238
Vestmark Advisory Solutions
Massachusetts
$1.02M +$82.4K +1,980 +9%
AGA
239
Arkos Global Advisors
Texas
$1.01M +$32.7K +785 +3%
SIM
240
Seaview Investment Managers
Florida
$1.01M -$3.08K -74 -0.3%
KWM
241
Kingsview Wealth Management
Oregon
$1M -$7.2M -173,149 -88%
Qube Research & Technologies (QRT)
242
Qube Research & Technologies (QRT)
United Kingdom
$1M +$1M +24,127 New
LNC
243
Lincoln National Corp
Pennsylvania
$997K +$178K +4,271 +22%
MMA
244
Miracle Mile Advisors
California
$995K -$87K -2,090 -8%
SFP
245
Shepherd Financial Partners
Massachusetts
$992K -$41.3K -993 -4%
TCWA
246
Ten Capital Wealth Advisors
Washington
$989K +$186K +4,467 +23%
PCA
247
Peddock Capital Advisors
Massachusetts
$974K +$337K +8,097 +53%
USCWA
248
U.S. Capital Wealth Advisors
Texas
$969K -$61.2K -1,472 -6%
WCM
249
Windham Capital Management
Massachusetts
$964K
PTC
250
Private Trust Company
Ohio
$963K -$305K -7,323 -24%

SRLN Hedge Fund Activity: Q1 2023 in Review

482 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q1 2023, worth a combined $3.41B — down 26% from $4.61B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of SRLN and 48 opened new positions — a net loss of 25 holders — while 236 trimmed existing stakes and 144 added.

The largest buyer was Jane Street, opening a new position worth an estimated $112M. The largest seller was LPL Financial, cutting an estimated $252M.

  • 482 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q1 2023, down from 513 in Q4 2022.
  • Funds reported $3.41B of State Street Blackstone Senior Loan ETF stock for Q1 2023, down 26% quarter-over-quarter.
  • 48 funds opened new State Street Blackstone Senior Loan ETF positions in Q1 2023 and 73 closed out, a net change of -25 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q1 2023 was Jane Street, an estimated $112M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q1 2023 was LPL Financial, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2023.