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
FAM
251
Frontier Asset Management
Wyoming
$950K +$15.4K +370 +2%
JWCA
252
J.W. Cole Advisors
Florida
$949K -$9.36K -225 -1%
AFO
253
Arrowroot Family Office
California
$948K +$951K +22,862 New
UFA
254
US Financial Advisors
Massachusetts
$926K +$48.8K +1,173 +6%
CTA
255
Chesley Taft & Associates
Illinois
$921K -$77.2K -1,856 -8%
MWM
256
Meridian Wealth Management
Kentucky
$920K -$34.2K -823 -4%
ACM
257
AlphaStar Capital Management
North Carolina
$898K +$444K +10,678 +96%
MCC
258
Money Concepts Capital
Florida
$854K +$3.59M +86,234 +265%
TWD
259
True Wealth Design
Ohio
$853K -$84.8K -2,038 -9%
BEI
260
Benjamin Edwards Inc
Missouri
$843K +$846K +20,339 New
GWM
261
Greenwich Wealth Management
Connecticut
$842K -$47.8K -1,150 -5%
YIA
262
YHB Investment Advisors
Connecticut
$836K -$704K -16,921 -46%
DCM
263
Dimension Capital Management
Florida
$814K
CWM
264
Collaborative Wealth Management
Florida
$808K -$741K -17,804 -48%
WMR
265
Wealth Management Resources
Rhode Island
$797K -$36K -865 -4%
MYIA
266
Mount Yale Investment Advisors
Colorado
$771K +$434K +10,433 +128%
LFGH
267
Lee Financial Group Hawaii
Hawaii
$759K -$33.2K -799 -4%
OCM
268
One Capital Management
California
$756K -$247K -5,929 -25%
ACG
269
Allen Capital Group
Nebraska
$733K +$735K +17,674 New
AAG
270
Armstrong Advisory Group
Massachusetts
$717K +$41.9K +1,006 +6%
AWM
271
Apollon Wealth Management
South Carolina
$700K -$272K -6,536 -28%
CG
272
Colony Group
Massachusetts
$700K +$3.08K +74 +0.4%
FHA
273
Flagship Harbor Advisors
Massachusetts
$696K +$124K +2,974 +22%
EB
274
Eastern Bank
Massachusetts
$692K -$513K -12,322 -42%
BRWA
275
B. Riley Wealth Advisors
Florida
$691K -$113K -2,717 -14%

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.