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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
WMS
326
Wealth Management Solutions
Pennsylvania
$1.17M -$113K -2,507 -9%
CTA
327
Chesley Taft & Associates
Illinois
$1.17M +$1.18M +26,120 New
TA
328
TFG Advisers
Michigan
$1.16M +$293K +6,480 +33%
IGWM
329
ICA Group Wealth Management
Colorado
$1.14M +$1.19M +26,358 New
KWM
330
Kingsview Wealth Management
Oregon
$1.13M -$5.2M -115,221 -82%
NL
331
NVWM LLC
Pennsylvania
$1.1M +$7.54K +167 +0.7%
IA
332
IFP Advisors
Florida
$1.09M +$1.03M +22,784 +6,968%
AWM
333
Angeles Wealth Management
California
$1.08M +$1.08M +24,000 New
RG
334
Retirement Group
California
$1.08M +$154K +3,403 +17%
IC
335
Innealta Capital
Texas
$1.07M
SAM
336
Stringer Asset Management
Tennessee
$1.06M +$238K +5,268 +29%
CCA
337
Column Capital Advisors
Indiana
$1.05M +$1.06M +23,376 New
MA
338
Mutual Advisors
Nebraska
$1.05M -$40.6K -899 -4%
GVAG
339
Great Valley Advisor Group
Delaware
$1.03M -$400K -8,859 -28%
CFG
340
Cooper Financial Group
California
$1.02M +$1.03M +22,729 New
BRWA
341
B. Riley Wealth Advisors
Florida
$1.01M -$2.19M -48,456 -68%
PWA
342
Primoris Wealth Advisors
Florida
$977K +$326K +7,226 +50%
HAS
343
HBW Advisory Services
California
$966K +$27K +597 +3%
CRWM
344
Castle Rock Wealth Management
California
$957K -$6.96K -154 -0.7%
WAP
345
Wealthcare Advisory Partners
Pennsylvania
$923K +$927K +20,528 New
FPWM
346
FSB Premier Wealth Management
Iowa
$897K +$230K +5,089 +34%
AG
347
Ascent Group
Virginia
$884K -$48.5K -1,073 -5%
BAM
348
BTS Asset Management
Massachusetts
$882K +$12.6K +279 +1%
ED
349
Exane Derivatives
France
$881K +$885K +19,600 New
Invesco
350
Invesco
Georgia
$874K +$449K +9,946 +105%

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.