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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
CFGS
276
Concourse Financial Group Securities
Alabama
$2.09M +$178K +3,936 +9%
WEG
277
World Equity Group
Illinois
$2.06M +$2.07M +45,917 New
JIR
278
James Investment Research
Ohio
$2.05M -$63.3K -1,401 -3%
APA
279
Astoria Portfolio Advisors
New York
$2.04M +$1.75M +38,688 +580%
NAM
280
NTV Asset Management
West Virginia
$2.04M +$145K +3,200 +8%
CF
281
Centaurus Financial
California
$2M +$2.01M +44,437 New
RFWA
282
RPg Family Wealth Advisory
Massachusetts
$1.97M +$337K +7,467 +21%
CAM
283
Crestone Asset Management
Colorado
$1.97M -$1.93M -42,650 -49%
WFA
284
Wells Financial Advisors
Massachusetts
$1.88M -$12.7K -281 -0.7%
SFPG
285
Stonebridge Financial Planning Group
Florida
$1.88M +$356K +7,883 +23%
PWPS
286
Pinnacle Wealth Planning Services
Ohio
$1.87M -$76.3K -1,690 -4%
OLVIG
287
Oliver Lagore Vanvalin Investment Group
Michigan
$1.83M +$1.86M +41,192 New
CA
288
Cetera Advisors
Colorado
$1.81M +$25.4K +562 +1%
OPS
289
Orion Portfolio Solutions
Nebraska
$1.8M +$927K +20,527 +105%
PTC
290
Private Trust Company
Ohio
$1.78M +$1.36M +30,082 +316%
HF
291
HRT Financial
New York
$1.78M +$527K +11,660 +42%
First Manhattan
292
First Manhattan
New York
$1.76M -$5.65K -125 -0.3%
WI
293
Wintrust Investments
Illinois
$1.74M -$764K -16,905 -30%
RCM
294
Raleigh Capital Management
North Carolina
$1.69M +$678K +15,017 +67%
USCWA
295
U.S. Capital Wealth Advisors
Texas
$1.64M +$72.3K +1,600 +5%
AAS
296
Ameritas Advisory Services
Nebraska
$1.61M +$1.33M +29,405 +457%
GCA
297
Genesee Capital Advisors
New York
$1.6M -$166K -3,671 -9%
NFG
298
Nations Financial Group
Iowa
$1.58M +$1.59M +35,231 New
LA
299
Latitude Advisors
Florida
$1.56M +$1.18M +26,063 +304%
KPWS
300
Kestra Private Wealth Services
Texas
$1.52M +$1.53M +33,905 New

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.