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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
$528M
2
Bank of America
Bank of America
North Carolina
$274M
3
Goldman Sachs
Goldman Sachs
New York
$166M
4
SIM
Symetra Investment Management
Connecticut
$60.8M
5
Renaissance Technologies
Renaissance Technologies
New York
$76.7M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$339K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.26M
3
OPAM
Ocean Park Asset Management
California
$43.7M
4
PCIG
Partners Capital Investment Group
Massachusetts
$117M
5
SMM
Stadion Money Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
351
Tortoise Investment Management
New York
$357K – – –
PS
352
Principal Securities
Iowa
$351K +$351K +8,368 New
EWM
353
Endowment Wealth Management
Wisconsin
$350K -$98.9K -2,358 -22%
EB
354
Eastern Bank
Massachusetts
$344K -$2.56K -61 -0.7%
QFA
355
Quattro Financial Advisors
Texas
$339K -$64.7M -8,032 -99%
FAM
356
Frontier Asset Management
Wyoming
$337K -$634K -15,122 -65%
FCC
357
Florin Court Capital
United Kingdom
$335K -$172K -4,100 -34%
BCG
358
BayBridge Capital Group
California
$331K +$331K +7,879 New
CT
359
Clearstead Trust
Maine
$323K – – –
MWM
360
Modern Wealth Management
Kansas
$321K +$321K +7,654 New
KFS
361
Kelly Financial Services
Massachusetts
$317K -$23.2K -554 -7%
NWA
362
Navis Wealth Advisors
New York
$314K – – –
MPW
363
Melone Private Wealth
Michigan
$313K -$4.45K -106 -1%
WP
364
WealthShield Partners
North Carolina
$313K -$8.81K -210 -3%
CPIG
365
Chicago Partners Investment Group
Illinois
$302K +$302K +7,199 New
RWA
366
Redmont Wealth Advisors
Illinois
$296K +$296K +7,068 New
PFGIA
367
Patriot Financial Group Insurance Agency
Massachusetts
$295K -$2.31K -55 -0.8%
AWA
368
Aletheian Wealth Advisors
Washington
$291K +$291K +6,931 New
SW
369
Simplicity Wealth
New Jersey
$287K +$287K +6,853 New
RC
370
Roundview Capital
New Jersey
$287K -$843K -20,112 -75%
OWA
371
Octavia Wealth Advisors
Ohio
$287K – – –
PIA
372
Pinion Investment Advisors
Kansas
$278K +$17.9K +426 +7%
SI
373
Saxon Interests
Texas
$278K -$1.77M -42,159 -86%
Lido Advisors
374
Lido Advisors
California
$278K -$241K -5,739 -46%
CAG
375
Crestwood Advisors Group
Massachusetts
$277K -$252K -6,000 -48%
13 14
15
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