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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
CIR
326
Clear Investment Research
Georgia
$24K +$23.5K +510 New
PWMG
327
Prestige Wealth Management Group
New Jersey
$23K
TFA
328
Transamerica Financial Advisors
Florida
$21K -$4.37K -95 -17%
RCA
329
Ranch Capital Advisors
Florida
$17K +$17.6K +382 New
VRM
330
Vectors Research Management
New York
$16K
AWM
331
Avior Wealth Management
Nebraska
$15K
TFGT
332
TS Financial Group (TSFG)
Illinois
$15K +$11.3K +246 +308%
SWM
333
Spire Wealth Management
Virginia
$15K +$12.8K +279 +581%
IA
334
IFP Advisors
Florida
$14K +$5.66K +123 +63%
HGWM
335
Harvest Group Wealth Management
Massachusetts
$14K +$13.8K +300 New
AF
336
Allworth Financial
California
$11K
FHA
337
First Horizon Advisors
Tennessee
$10K -$46 -1 -0.4%
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$10K +$10.2K +221 New
AIP
339
Ameritas Investment Partners
Nebraska
$10K +$10.3K +225 New
CFA
340
Carroll Financial Associates
North Carolina
$9K +$92 +2 +0.9%
GTAM
341
Global Trust Asset Management
Florida
$9K +$4.64K +101 +107%
HWM
342
Holloway Wealth Management
Florida
$8K
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$6K
AWM
344
AllSquare Wealth Management
New York
$4K
FPW
345
Flagship Private Wealth
Massachusetts
$3.23K +$3.22K +70 New
BWL
346
Bogart Wealth LLC
Virginia
$3K
CIAS
347
Capital Investment Advisory Services
North Carolina
$3K
MRCM
348
M&R Capital Management
New Jersey
$3K
APWA
349
Atlas Private Wealth Advisors
New Jersey
$2K
JFA
350
JNBA Financial Advisors
Minnesota
$2K

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.