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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
Cerity Partners
376
Cerity Partners
New York
$597K +$348K +7,695 +138%
FCH
377
Freestone Capital Holdings
Washington
$596K +$599K +13,257 New
FCM
378
Fourpath Capital Management
Oklahoma
$593K +$596K +13,200 New
GC
379
Grimes & Company
Massachusetts
$592K -$128M -2,840,215 -100%
AWM
380
Apollon Wealth Management
South Carolina
$584K +$153K +3,386 +35%
MFG
381
MidWestOne Financial Group
Iowa
$584K +$219K +4,846 +59%
ACP
382
Aveo Capital Partners
Colorado
$578K +$581K +12,863 New
DC
383
Davenport & Co
Virginia
$568K +$571K +12,630 New
ACM
384
AlphaStar Capital Management
North Carolina
$563K -$139K -3,077 -20%
APW
385
Aurora Private Wealth
New Jersey
$547K +$264K +5,840 +92%
BFC
386
Blue Fin Capital
Rhode Island
$543K
RT
387
Rockland Trust
Massachusetts
$542K +$544K +12,051 New
MPM
388
Meritage Portfolio Management
Kansas
$526K +$147K +3,264 +39%
KA
389
Kovack Advisors
Florida
$526K +$149K +3,309 +39%
SFG
390
Sage Financial Group
Pennsylvania
$519K +$522K +11,550 New
MCC
391
Money Concepts Capital
Florida
$518K -$775K -17,157 -60%
AAM
392
Advisors Asset Management
Colorado
$518K +$6.32K +140 +1%
SAM
393
Secure Asset Management
Michigan
$515K -$41.2K -911 -7%
MWM
394
Meridian Wealth Management
Kentucky
$510K +$513K +11,347 New
RIA
395
Regal Investment Advisors
Michigan
$505K +$507K +11,231 New
MMA
396
Miracle Mile Advisors
California
$493K -$173K -3,835 -26%
HWM
397
HB Wealth Management
Georgia
$492K +$1.81K +40 +0.4%
WIC
398
Woodmont Investment Counsel
Tennessee
$490K +$12.2K +271 +3%
WEPOG
399
Wealth Enhancement & Preservation of GA
Georgia
$487K +$93.2K +2,064 +24%
MP
400
McDonald Partners
Ohio
$487K +$488K +10,804 +34,852%

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.