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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 %
PIWA
276
Prevail Innovative Wealth Advisors
Kansas
$731K +$285K +6,794 +64%
AFP
277
Ausdal Financial Partners
Iowa
$731K +$90.3K +2,154 +14%
AG
278
AlTi Global
New York
$719K +$719K +17,149 New
MWP
279
Madison Wealth Partners
Wisconsin
$708K +$708K +16,884 New
CTA
280
Chesley Taft & Associates
Illinois
$702K +$2.94K +70 +0.4%
BFEC
281
Benjamin F. Edwards & Company
Missouri
$699K +$699K +16,659 New
RCM
282
Raleigh Capital Management
North Carolina
$692K +$16.5K +394 +2%
AWA
283
Arete Wealth Advisors
Illinois
$688K +$304K +7,255 +79%
PIA
284
Perennial Investment Advisors
California
$688K -$516K -12,313 -43%
GLA
285
Good Life Advisors
Pennsylvania
$687K +$140K +3,335 +26%
YIA
286
YHB Investment Advisors
Connecticut
$677K -$33.5K -800 -5%
S
287
Sachetta
Massachusetts
$674K +$674K +16,074 New
RFS
288
Retirement Financial Solutions
Tennessee
$671K +$204K +4,862 +44%
CAS
289
Coppell Advisory Solutions
Texas
$671K +$170K +4,066 +34%
CS
290
Credit Suisse
Switzerland
$665K – – –
CA
291
Cetera Advisors
Colorado
$652K -$74.7K -1,782 -10%
CWM
292
Collaborative Wealth Management
Florida
$640K -$53.5K -1,275 -8%
AA
293
Advisory Alpha
Michigan
$639K +$114K +2,714 +22%
ML
294
McAdam LLC
Pennsylvania
$628K -$12.6K -301 -2%
MFS
295
McNamara Financial Services
Massachusetts
$624K -$6.04K -144 -1%
PIMG
296
Patriot Investment Management Group
Tennessee
$621K -$3.77K -90 -0.6%
AAG
297
Armstrong Advisory Group
Massachusetts
$621K -$321K -7,662 -34%
TC
298
Telemus Capital
Michigan
$612K +$340K +8,105 +125%
RA
299
RFG Advisory
Alabama
$601K +$80.3K +1,916 +15%
PWA
300
Primoris Wealth Advisors
Florida
$596K -$50.1K -1,195 -8%
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12
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