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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
DI
251
DFPG Investments
Utah
$451K -$80.9K -1,760 -15%
KA
252
Kovack Advisors
Florida
$440K +$128K +2,791 +42%
CWM
253
Cornerstone Wealth Management
Missouri
$436K +$433K +9,416 New
SPC
254
Sigma Planning Corp
Michigan
$424K +$421K +9,165 New
FHC
255
First Heartland Consultants
Missouri
$421K +$418K +9,091 New
SSWM
256
Sheets Smith Wealth Management
North Carolina
$419K +$417K +9,060 New
AAM
257
Advisors Asset Management
Colorado
$402K +$65.4K +1,422 +20%
IP
258
Intellectus Partners
California
$398K -$46K -1,000 -10%
JWCA
259
J.W. Cole Advisors
Florida
$384K +$97.3K +2,115 +34%
BFA
260
Beaumont Financial Advisors
Massachusetts
$382K +$1.52K +33 +0.4%
Wolverine Trading
261
Wolverine Trading
Illinois
$381K +$64.9K +1,411 +21%
SF
262
Synovus Financial
Georgia
$369K +$366K +7,967 New
AFP
263
Ausdal Financial Partners
Iowa
$368K +$120K +2,619 +49%
FFA
264
First Foundation Advisors
California
$360K +$358K +7,775 New
FHA
265
Flagship Harbor Advisors
Massachusetts
$359K -$128K -2,775 -26%
SCM
266
Stonehearth Capital Management
Massachusetts
$358K +$73.5K +1,599 +26%
NWA
267
Navis Wealth Advisors
New York
$347K
EWA
268
EP Wealth Advisors
California
$342K +$27.2K +592 +9%
WWMSC
269
Wagner Wealth Management (South Carolina)
South Carolina
$341K -$80.5K -1,751 -19%
CAAS
270
Capital Asset Advisory Services
Michigan
$338K +$336K +7,298 New
WEPOG
271
Wealth Enhancement & Preservation of GA
Georgia
$336K +$20.6K +449 +7%
BOPW
272
Brandywine Oak Private Wealth
Pennsylvania
$336K +$31.5K +686 +10%
LWPC
273
Legacy Wealth Partners (California)
California
$315K +$9.2K +200 +3%
TNA
274
True North Advisors
Texas
$310K +$222K +4,830 New
IC
275
IEQ Capital
California
$304K +$302K +6,565 New

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.