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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 %
PCA
301
Peddock Capital Advisors
Massachusetts
$596K -$101K -2,400 -14%
LWL
302
Leo Wealth LLC
Texas
$594K +$594K +14,171 New
WWG
303
West Wealth Group
California
$578K -$409K -9,756 -41%
BAM
304
BOS Asset Management
Illinois
$577K – – –
SPC
305
Sigma Planning Corp
Michigan
$564K -$719K -17,139 -56%
PI
306
PFG Investments
New York
$564K +$175K +4,174 +45%
EA
307
Eudaimonia Advisors
Tennessee
$550K -$1.89K -45 -0.3%
WIM
308
WealthPlan Investment Management
Nebraska
$549K -$73.5K -1,754 -12%
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
$549K -$13.3K -316 -2%
HAS
310
HBW Advisory Services
California
$548K -$17.4K -414 -3%
Focus Partners Wealth
311
Focus Partners Wealth
Massachusetts
$536K +$536K +12,790 New
FCI
312
Financial Counselors Inc
Kansas
$536K -$2.18K -52 -0.4%
SWP
313
Significant Wealth Partners
Illinois
$535K +$535K +12,759 New
EDRIA
314
Edmonds Duncan Registered Investment Advisors
Kansas
$526K -$91.7K -2,188 -15%
ZB
315
Zions Bancorporation
Utah
$525K +$525K +12,524 New
HIM
316
Hillsdale Investment Management
Ontario, Canada
$514K – – –
CFB
317
Cullen/Frost Bankers
Texas
$506K -$15.5K -369 -3%
BLC
318
Brown, Lisle/Cummings
Rhode Island
$502K – – –
PA
319
Parallel Advisors
California
$500K -$319K -7,619 -39%
TWP
320
Tyche Wealth Partners
Texas
$491K +$491K +11,713 New
FCCM
321
First City Capital Management
Georgia
$485K – – –
HI
322
Harbour Investments
Wisconsin
$483K +$32.2K +768 +7%
AWM
323
Avitas Wealth Management
California
$472K +$21.8K +520 +5%
IPWA
324
International Private Wealth Advisors
California
$468K +$468K +11,151 New
OCM
325
One Capital Management
California
$466K +$29.6K +705 +7%
11 12
13
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