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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

548 hedge funds and large institutions have $7.81B invested in SPDR Blackstone Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 260 increasing their positions, 126 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+80
Holders Change %
+17.09%
% of All Funds
8.67%
Holding in Top 10
68
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+36%
% of All Funds
1.08%
New
132
Increased
260
Reduced
126
Closed
45
Calls
$625K
Puts
$1.59M
Net Calls
-$962K
Net Calls Change
-$2.2M

Top Buyers

1
LPL Financial
LPL Financial
California
+$684M
2
Bank of America
Bank of America
North Carolina
+$237M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$133M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$74M
5
MAM
Meeder Asset Management
Ohio
+$70.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$327M
2
GC
Grimes & Company
Massachusetts
-$128M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$113M
4
BlackRock
BlackRock
New York
-$81.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$77.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPW
351
Catalyst Private Wealth
California
$868K +$868K +19,300 New
HIM
352
Hillsdale Investment Management
Ontario, Canada
$855K +$193K +4,300 +29%
PCA
353
Peddock Capital Advisors
Massachusetts
$851K -$68.8K -1,530 -7%
UFA
354
US Financial Advisors
Massachusetts
$822K +$17.3K +384 +2%
GWM
355
Geneos Wealth Management
Colorado
$816K +$169K +3,770 +26%
FHA
356
Flagship Harbor Advisors
Massachusetts
$802K +$376K +8,356 +88%
CFB
357
Cullen/Frost Bankers
Texas
$799K +$644K +14,330 +417%
ASN
358
Advisory Services Network
Georgia
$797K +$797K +17,701 New
EWA
359
EP Wealth Advisors
California
$788K +$394K +8,750 +100%
FFA
360
First Foundation Advisors
California
$778K +$81.1K +1,804 +12%
TPWM
361
Twelve Points Wealth Management
Massachusetts
$750K +$412K +9,163 +122%
BWM
362
BNC Wealth Management
Oregon
$742K +$742K +16,504 New
SWM
363
Spire Wealth Management
Virginia
$740K +$697K +15,522 +1,637%
TCWA
364
Ten Capital Wealth Advisors
Washington
$716K +$716K +15,917 New
KCM
365
Kennicott Capital Management
California
$715K – – –
RIA
366
Realta Investment Advisors
Delaware
$698K +$207K +4,607 +42%
MFS
367
McNamara Financial Services
Massachusetts
$694K +$416K +9,246 +150%
JWCA
368
J.W. Cole Advisors
Florida
$688K -$21.7K -483 -3%
FNT
369
First National Trust
Pennsylvania
$682K +$218K +4,855 +47%
RA
370
RFG Advisory
Alabama
$668K -$12.9K -287 -2%
BAAM
371
Baker Avenue Asset Management
California
$659K +$141K +3,145 +27%
SKK
372
Shepherd Kaplan Krochuk
Massachusetts
$640K +$640K +14,230 New
SMF
373
Sterling Manor Financial
New York
$633K +$372K +8,281 +143%
SSWM
374
Sheets Smith Wealth Management
North Carolina
$615K +$103K +2,285 +20%
Cerity Partners
375
Cerity Partners
New York
$597K +$346K +7,695 +138%
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15
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