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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

477 hedge funds and large institutions have $4B invested in SPDR Blackstone Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 168 increasing their positions, 189 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+26
Holders Change %
+5.76%
% of All Funds
6.99%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.41%
New
72
Increased
168
Reduced
189
Closed
41
Calls
$1.28M
Puts
$61.8M
Net Calls
-$60.6M
Net Calls Change
-$39.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$307M
2
Bank of America
Bank of America
North Carolina
+$74M
3
Goldman Sachs
Goldman Sachs
New York
+$66.9M
4
SIM
Symetra Investment Management
Connecticut
+$60.8M
5
Renaissance Technologies
Renaissance Technologies
New York
+$49.6M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$64.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$32.7M
3
OPAM
Ocean Park Asset Management
California
-$28.9M
4
PCIG
Partners Capital Investment Group
Massachusetts
-$17.3M
5
SMM
Stadion Money Management
Georgia
-$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
251
Boothbay Fund Management
New York
$1.01M +$1.01M +24,000 New
HWMC
252
Heritage Wealth Management (California)
California
$998K +$998K +23,800 New
WWM
253
Wagner Wealth Management
South Carolina
$989K +$70.4K +1,678 +8%
BRWA
254
B. Riley Wealth Advisors
Florida
$981K +$301K +7,189 +44%
TFA
255
Transamerica Financial Advisors
Florida
$977K -$41.2K -983 -4%
AWM
256
Axxcess Wealth Management
California
$964K -$89.3K -2,130 -8%
RFN
257
RDA Financial Network
Iowa
$962K -$105K -2,496 -10%
NA
258
Nottingham Advisors
New York
$935K -$209K -7,732 -18%
TWD
259
True Wealth Design
Ohio
$927K +$5.07K +121 +0.6%
DBIA
260
Dumont & Blake Investment Advisors
New Jersey
$921K +$311K +7,421 +51%
CFS
261
Commonwealth Financial Services
West Virginia
$921K -$129K -3,079 -12%
AGA
262
Arkos Global Advisors
Texas
$915K +$67.7K +1,614 +8%
SFP
263
Shepherd Financial Partners
Massachusetts
$906K -$62.1K -1,480 -6%
AF
264
Allworth Financial
California
$881K +$760K +18,129 +629%
RFS
265
Richardson Financial Services
Massachusetts
$870K +$870K +20,756 New
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
$836K +$814K +19,409 +3,683%
SFS
267
Sowell Financial Services
Arkansas
$818K +$38.5K +918 +5%
GWM
268
Geneos Wealth Management
Colorado
$816K +$240K +5,726 +42%
IWM
269
IHT Wealth Management
Illinois
$792K +$30.7K +732 +4%
Baird Financial Group
270
Baird Financial Group
Wisconsin
$788K +$497K +11,863 +171%
LCGC
271
Legacy Capital Group California
California
$780K +$287K +6,841 +58%
GWM
272
Greenwich Wealth Management
Connecticut
$755K -$40.8K -973 -5%
KAS
273
Kestra Advisory Services
Texas
$748K +$517K +12,340 +224%
JWCA
274
J.W. Cole Advisors
Florida
$735K +$14.3K +340 +2%
GIA
275
Gladstone Institutional Advisory
Florida
$733K -$126K -3,010 -15%
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