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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
AWM
276
Apollon Wealth Management
South Carolina
$298K +$21.6K +470 +8%
AIM
277
Arcadia Investment Management
Michigan
$293K
IAA
278
Independent Advisor Alliance
North Carolina
$292K +$290K +6,307 New
SCA
279
Sage Capital Advisors
South Dakota
$288K +$289K +6,277 New
PFGIA
280
Patriot Financial Group Insurance Agency
Massachusetts
$282K +$26.9K +586 +11%
RRWA
281
Rainey & Randall Wealth Advisors
Florida
$274K +$272K +5,918 New
CCM
282
Crabel Capital Management
California
$268K +$266K +5,784 New
PTC
283
Private Trust Company
Ohio
$266K +$265K +5,759 New
SFPG
284
Stonebridge Financial Planning Group
Florida
$262K +$115K +2,495 +78%
LFAS
285
Level Four Advisory Services
Texas
$260K -$1.56K -34 -0.6%
T
286
TRUADVICE
Florida
$251K -$13.5K -294 -5%
Lido Advisors
287
Lido Advisors
California
$251K +$250K +5,432 New
CC
288
Cedar Capital
Illinois
$243K +$33.8K +734 +16%
CSPIA
289
Cary Street Partners Investment Advisory
Virginia
$233K
TA
290
TFG Advisers
Michigan
$232K +$230K +5,009 New
JMFC
291
J.M. Forbes & Co
Massachusetts
$231K +$230K +5,000 New
Comerica Bank
292
Comerica Bank
Texas
$222K +$223K +4,851 New
UCFA
293
United Capital Financial Advisors
Texas
$220K -$11.5K -250 -5%
EWM
294
Empirical Wealth Management
Washington
$216K
ASN
295
Advisory Services Network
Georgia
$215K +$214K +4,651 New
SCA
296
Stonebridge Capital Advisors
Minnesota
$213K +$107K +2,318 +100%
MPM
297
Meritage Portfolio Management
Kansas
$211K +$210K +4,567 New
EWA
298
Exencial Wealth Advisors
Oklahoma
$206K +$920 +20 +0.5%
MFS
299
McNamara Financial Services
Massachusetts
$204K +$202K +4,403 New
SFP
300
Sandbox Financial Partners
Maryland
$204K +$203K +4,413 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.