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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
CPW
351
Catalyst Private Wealth
California
$868K +$872K +19,300 New
HIM
352
Hillsdale Investment Management
Ontario, Canada
$855K +$194K +4,300 +29%
PCA
353
Peddock Capital Advisors
Massachusetts
$851K -$69.1K -1,530 -7%
UFA
354
US Financial Advisors
Massachusetts
$822K +$17.3K +384 +2%
GWM
355
Geneos Wealth Management
Colorado
$816K +$170K +3,770 +26%
FHA
356
Flagship Harbor Advisors
Massachusetts
$802K +$377K +8,356 +88%
CFB
357
Cullen/Frost Bankers
Texas
$799K +$647K +14,330 +417%
ASN
358
Advisory Services Network
Georgia
$797K +$800K +17,701 New
EWA
359
EP Wealth Advisors
California
$788K +$395K +8,750 +100%
FFA
360
First Foundation Advisors
California
$778K +$81.5K +1,804 +12%
TPWM
361
Twelve Points Wealth Management
Massachusetts
$750K +$414K +9,163 +122%
BWM
362
BNC Wealth Management
Oregon
$742K +$746K +16,504 New
SWM
363
Spire Wealth Management
Virginia
$740K +$701K +15,522 +1,637%
IFG
364
Independent Financial Group
California
$738K +$407K +9,007 +122%
TCWA
365
Ten Capital Wealth Advisors
Washington
$716K +$719K +15,917 New
KCM
366
Kennicott Capital Management
California
$715K
RIA
367
Realta Investment Advisors
Delaware
$698K +$208K +4,607 +42%
MFS
368
McNamara Financial Services
Massachusetts
$694K +$418K +9,246 +150%
JWCA
369
J.W. Cole Advisors
Florida
$688K -$21.8K -483 -3%
FNT
370
First National Trust
Pennsylvania
$682K +$219K +4,855 +47%
RA
371
RFG Advisory
Alabama
$668K -$13K -287 -2%
BAAM
372
Baker Avenue Asset Management
California
$659K +$142K +3,145 +27%
SKK
373
Shepherd Kaplan Krochuk
Massachusetts
$640K +$643K +14,230 New
SMF
374
Sterling Manor Financial
New York
$633K +$374K +8,281 +143%
SSWM
375
Sheets Smith Wealth Management
North Carolina
$615K +$103K +2,285 +20%

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.