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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
LMKC
401
L.M. Kohn & Company
Ohio
$477K +$479K +10,609 New
PPP
402
Private Portfolio Partners
New Jersey
$447K +$449K +9,939 New
CFAM
403
Center For Asset Management
Florida
$445K +$447K +9,901 New
CCP
404
Carmel Capital Partners
California
$436K
BLC
405
Brown, Lisle/Cummings
Rhode Island
$436K +$346K +7,665 +378%
BEC
406
Blue Edge Capital
Virginia
$434K +$436K +9,655 New
DBIA
407
Dumont & Blake Investment Advisors
New Jersey
$432K +$434K +9,601 New
Jane Street
408
Jane Street
New York
$429K +$431K +9,537 New
NRI
409
NFP Retirement Inc
California
$427K +$75.6K +1,673 +21%
RFN
410
Redwood Financial Network
Ohio
$417K +$419K +9,278 New
FFWM
411
Future Financial Wealth Management
Ohio
$413K +$277K +6,129 +201%
DI
412
DFPG Investments
Utah
$404K -$16.6K -368 -4%
AF
413
Allworth Financial
California
$399K -$35.2K -779 -8%
CWA
414
Clearview Wealth Advisors
Oregon
$394K -$801K -17,737 -67%
WWM
415
Windsor Wealth Management
Indiana
$393K +$396K +8,768 New
WWMSC
416
Wagner Wealth Management (South Carolina)
South Carolina
$390K +$164K +3,635 +72%
EWM
417
Endowment Wealth Management
Wisconsin
$388K +$35.1K +776 +10%
T
418
TCWP
Ohio
$384K -$160K -3,550 -29%
TIM
419
Tortoise Investment Management
New York
$382K -$72.5K -1,606 -16%
KFS
420
Kelly Financial Services
Massachusetts
$381K +$70K +1,550 +22%
CAAS
421
Capital Asset Advisory Services
Michigan
$380K -$263K -5,832 -41%
SOS
422
Silver Oak Securities
Tennessee
$376K +$379K +8,399 New
CSPIA
423
Cary Street Partners Investment Advisory
Virginia
$375K -$223K -4,927 -37%
SCM
424
Stonehearth Capital Management
Massachusetts
$373K +$28.5K +630 +8%
LJCM
425
Lee Johnson Capital Management
Texas
$372K +$30.3K +671 +9%

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.