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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
FFS
301
Founders Financial Securities
Maryland
$1.51M +$1.14M +25,189 +302%
LNC
302
Lincoln National Corp
Pennsylvania
$1.49M +$1.5M +33,197 New
FNC
303
First National Corp
Massachusetts
$1.49M +$125K +2,774 +9%
AAS
304
Avantax Advisory Services
Texas
$1.48M +$1.21M +26,735 +429%
OWA
305
Outlook Wealth Advisors
Texas
$1.48M +$1.49M +32,974 New
WMA
306
Wealth Management Associates
New Jersey
$1.47M +$185K +4,091 +14%
GL
307
Graypoint LLC
New York
$1.46M +$676K +14,961 +86%
EP
308
Eudaimonia Partners
Tennessee
$1.42M +$1.43M +31,676 New
SFG
309
Summit Financial Group
West Virginia
$1.41M +$571K +12,635 +68%
AFP
310
Ausdal Financial Partners
Iowa
$1.41M +$854K +18,907 +153%
HH
311
Hilltop Holdings
Texas
$1.39M -$10.1K -223 -0.7%
DP
312
Denver PWM
Colorado
$1.38M +$74.1K +1,641 +6%
AAM
313
Augustine Asset Management
Florida
$1.36M +$1.36M +30,214 New
SEI Investments
314
SEI Investments
Pennsylvania
$1.33M +$248K +5,499 +23%
VCP
315
Verus Capital Partners
Arizona
$1.33M +$1.37M +30,363 New
SFA
316
Source Financial Advisors
New York
$1.32M +$1.32M +29,314 New
LA
317
LexAurum Advisors
Kansas
$1.32M +$1.32M +29,280 New
SPC
318
Sigma Planning Corp
Michigan
$1.31M +$621K +13,743 +89%
HIP
319
HUB Investment Partners
Texas
$1.3M +$91.6K +2,027 +8%
MYIA
320
Mount Yale Investment Advisors
Colorado
$1.29M +$1.29M +28,667 New
UCFA
321
United Capital Financial Advisors
Texas
$1.28M +$1.28M +28,407 New
PJSIMP
322
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.27M +$575K +12,727 +80%
TFA
323
Tranquilli Financial Advisor
New Jersey
$1.26M +$393K +8,695 +45%
UWM
324
USAdvisors Wealth Management
Minnesota
$1.2M +$363K +8,026 +43%
VCM
325
Virtue Capital Management
Tennessee
$1.18M -$29.7K -657 -2%

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.