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SPDR Blackstone Senior Loan ETF

518 hedge funds and large institutions have $4.66B invested in SPDR Blackstone Senior Loan ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 256 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-22
Holders Change %
-4.07%
% of All Funds
8.96%
Holding in Top 10
44
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-27.87%
% of All Funds
0.76%
New
56
Increased
168
Reduced
256
Closed
74
Calls
$5.5M
Puts
$102M
Net Calls
-$96.5M
Net Calls Change
-$44.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WEPOG
251
Wealth Enhancement & Preservation of GA
Georgia
$1.39M +$515K +12,603 +59%
SL
252
Sentinus LLC
Illinois
$1.38M +$1.38M +33,769 New
ACG
253
Allen Capital Group
Nebraska
$1.38M -$13.4M -327,729 -91%
PTC
254
Private Trust Company
Ohio
$1.38M -$481K -11,757 -26%
UCFA
255
United Capital Financial Advisors
Texas
$1.36M -$1.61M -39,331 -54%
RCM
256
Raleigh Capital Management
North Carolina
$1.36M -$87.3K -2,137 -6%
SFP
257
Shepherd Financial Partners
Massachusetts
$1.33M -$1.25M -30,620 -49%
SFG
258
Summit Financial Group
West Virginia
$1.33M +$30.2K +740 +2%
SWA
259
Sightline Wealth Advisors
Connecticut
$1.3M -$2.62M -64,170 -67%
Invesco
260
Invesco
Georgia
$1.3M +$178K +4,351 +16%
FFG
261
Ford Financial Group
California
$1.29M -$790K -19,335 -38%
SIM
262
Seaview Investment Managers
Florida
$1.29M +$1.02M +24,913 +373%
GCA
263
Genesee Capital Advisors
New York
$1.29M -$4.25K -104 -0.3%
TFA
264
Transamerica Financial Advisors
Florida
$1.27M -$51.4K -1,257 -4%
TA
265
TFG Advisers
Michigan
$1.24M +$74.5K +1,823 +6%
AWM
266
Accel Wealth Management
Iowa
$1.22M +$140K +3,380 +13%
IA
267
IFP Advisors
Florida
$1.22M +$129K +2,715 +12%
WI
268
Wintrust Investments
Illinois
$1.22M -$192K -4,691 -14%
BRWA
269
B. Riley Wealth Advisors
Florida
$1.22M -$82.1K -2,008 -6%
LPT
270
Legacy Private Trust
Wisconsin
$1.21M -$311K -7,600 -20%
AAM
271
Augustine Asset Management
Florida
$1.2M +$18K +441 +2%
DAS
272
Dynamic Advisor Solutions
Arizona
$1.2M +$1.2M +29,275 New
AWC
273
Adamsbrown Wealth Consultants
Kansas
$1.19M +$734K +17,957 +162%
ACM
274
Anfield Capital Management
California
$1.18M
DP
275
Denver PWM
Colorado
$1.18M -$58K -1,420 -5%