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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
IAIM
251
International Assets Investment Management
Florida
$2.64M +$1.45M +32,202 +122%
CFGF
252
Compass Financial Group (Florida)
Florida
$2.63M -$768 -17 -0%
DWMG
253
DB Wealth Management Group
California
$2.63M +$1.16M +25,629 +78%
FFG
254
Ford Financial Group
California
$2.62M +$1.51M +33,389 +134%
MCM
255
Manchester Capital Management
Vermont
$2.62M +$777K +17,194 +42%
LPT
256
Legacy Private Trust
Wisconsin
$2.61M +$2.62M +58,100 New
EA
257
Eudaimonia Advisors
Tennessee
$2.6M +$1.17M +25,900 +81%
PAMG
258
Patton Albertson Miller Group
Tennessee
$2.58M +$1.1M +24,262 +73%
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$2.57M +$1.31M +29,043 +103%
NGA
260
Naples Global Advisors
Florida
$2.54M +$173K +3,835 +7%
MWM
261
Mascoma Wealth Management
New Hampshire
$2.52M +$2.5M +55,407 +10,074%
CI Investments Inc
262
CI Investments Inc
Ontario, Canada
$2.51M -$1.29M -28,613 -34%
PCM
263
Parsons Capital Management
Rhode Island
$2.51M +$220K +4,860 +10%
HWM
264
Howard Wealth Management
Connecticut
$2.47M +$335K +7,413 +16%
IRC
265
Investors Research Corp
Georgia
$2.41M -$12.3K -272 -0.5%
ECA
266
Elevated Capital Advisors
Utah
$2.35M +$2.36M +52,189 New
LWM
267
Laidlaw Wealth Management
New York
$2.32M +$1.85M +40,953 +386%
TA
268
TruWealth Advisors
Louisiana
$2.29M +$2.3M +50,881 New
SCM
269
Southport Capital Management
Tennessee
$2.28M -$2.14M -47,299 -48%
CC
270
Centiva Capital
New York
$2.25M +$2.26M +50,000 New
FA
271
Flagstar Advisors
New York
$2.2M +$362K +8,009 +20%
GWM
272
Greenwich Wealth Management
Connecticut
$2.19M +$917K +20,296 +72%
GIA
273
Gladstone Institutional Advisory
Florida
$2.17M +$1.8M +39,944 +485%
CAN
274
Cetera Advisor Networks
California
$2.15M -$44.6K -987 -2%
First Trust Advisors
275
First Trust Advisors
Illinois
$2.13M -$205K -4,542 -9%

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.