We are live on ! Find out more
SRLN icon

State Street Blackstone Senior Loan ETF

451 hedge funds and large institutions have $3.2B invested in State Street Blackstone Senior Loan ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

0.32% more ownership

Funds ownership: 72.21%72.53% (+0.32%)

1% less capital invested

Capital invested by funds: $3.23B → $3.2B (-$23.1M)

3% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 40

9% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 188

2% less funds holding

Funds holding: 459451 (-8)

97% less call options, than puts

Call options by funds: $566K | Put options by funds: $21.4M

Holders
451
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.16%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.46%
New
39
Increased
171
Reduced
188
Closed
40
Calls
$566K
Puts
$21.4M
Net Calls
-$20.8M
Net Calls Change
+$229K
Name Holding Trade Value Shares
Change
Change in
Stake
WF
376
Wayfinding Financial
Washington
$218K -$9.95K -238 -4%
MA
377
MCF Advisors
Kentucky
$216K +$2.34K +56 +1%
ATC
378
Argent Trust Co
Tennessee
$214K -$58.1K -1,390 -21%
GI
379
Gradient Investments
Minnesota
$212K -$251 -6 -0.1%
CCG
380
Capital CS Group
California
$209K -$23.2K -556 -10%
SWA
381
Sightline Wealth Advisors
Connecticut
$209K -$177K -4,244 -46%
PS
382
Planned Solutions
California
$208K -$11.2K -269 -5%
GA
383
Geller Advisors
New York
$208K +$207K +4,955 New
ANTB
384
AMG National Trust Bank
Colorado
$206K -$106K -2,530 -34%
KFGK
385
Keystone Financial Group (Kentucky)
Kentucky
$203K +$167 +4 +0.1%
GEA
386
Glen Eagle Advisors
New Jersey
$167K
CP
387
Castleview Partners
Texas
$166K -$98.5K -2,355 -37%
SOS
388
Silver Oak Securities
Tennessee
$163K -$320K -7,650 -66%
AAM
389
Advisors Asset Management
Colorado
$133K -$99.6K -2,383 -43%
AF
390
Allworth Financial
California
$121K +$17.2K +412 +17%
PNC Financial Services Group
391
PNC Financial Services Group
Pennsylvania
$119K -$78.3K -1,873 -40%
FWA
392
FSC Wealth Advisors
New York
$106K +$7.57K +181 +8%
HI
393
Horizon Investments
North Carolina
$104K +$38K +909 +57%
William Blair & Company
394
William Blair & Company
Illinois
$98.8K -$15K -359 -13%
TWC
395
TD Waterhouse Canada
Ontario, Canada
$96K +$9.45K +226 +11%
RWPA
396
Richard W. Paul & Associates
Michigan
$94.3K -$1.96M -46,948 -95%
HGERS
397
Householder Group Estate & Retirement Specialist
Arizona
$85.7K +$85.5K +2,044 New
FFA
398
Farther Finance Advisors
California
$83.7K +$2.93K +70 +4%
NSG
399
Nalls Sherbakoff Group
Tennessee
$82.1K
ACA
400
Aptus Capital Advisors
Alabama
$78.6K +$78.4K +1,875 New

SRLN Hedge Fund Activity: Q3 2023 in Review

451 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q3 2023, worth a combined $3.2B — down 0.71% from $3.23B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SRLN and 39 opened new positions — a net loss of 1 holder — while 188 trimmed existing stakes and 171 added.

The largest buyer was State of Tennessee, Department of Treasury, adding an estimated $65.4M. The largest seller was Goldman Sachs, cutting an estimated $42.8M.

  • 451 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q3 2023, down from 459 in Q2 2023.
  • Funds reported $3.2B of State Street Blackstone Senior Loan ETF stock for Q3 2023, down 0.71% quarter-over-quarter.
  • 39 funds opened new State Street Blackstone Senior Loan ETF positions in Q3 2023 and 40 closed out, a net change of -1 holder.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q3 2023 was State of Tennessee, Department of Treasury, an estimated $65.4M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q3 2023 was Goldman Sachs, an estimated $42.8M sold.

Based on aggregated 13F filings for Q3 2023.