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State Street Blackstone Senior Loan ETF

482 hedge funds and large institutions have $3.41B invested in State Street Blackstone Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 236 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.11% less ownership

Funds ownership: 70.18%67.07% (-3.1%)

6% less funds holding

Funds holding: 513482 (-31)

26% less capital invested

Capital invested by funds: $4.61B → $3.41B (-$1.2B)

32% less funds holding in top 10

Funds holding in top 10: 3121 (-10)

34% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 73

39% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 236

93% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $25.2M

Holders
482
Holders Change
-31
Holders Change %
-6.04%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.33%
New
48
Increased
144
Reduced
236
Closed
73
Calls
$1.81M
Puts
$25.2M
Net Calls
-$23.4M
Net Calls Change
+$65.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
401
Woodmont Investment Counsel
Tennessee
$225K -$199K -4,791 -47%
CWM
402
Catalyst Wealth Management
Georgia
$225K -$1.5K -36 -0.7%
NL
403
Navalign LLC
California
$223K -$1.15M -27,626 -84%
B
404
Bailard
California
$222K +$8.11K +195 +4%
WP
405
WealthPLAN Partners
Nebraska
$220K -$3.42M -82,198 -94%
AWC
406
Adamsbrown Wealth Consultants
Kansas
$218K -$1.1M -26,379 -83%
PS
407
Planned Solutions
California
$214K -$999 -24 -0.5%
APA
408
Astoria Portfolio Advisors
New York
$212K -$378K -9,082 -64%
IGWM
409
ICA Group Wealth Management
Colorado
$200K -$255K -6,137 -56%
SWM
410
Spire Wealth Management
Virginia
$168K -$154K -3,697 -48%
GEA
411
Glen Eagle Advisors
New Jersey
$165K -$1.37K -33 -0.8%
AF
412
Allworth Financial
California
$159K +$18.6K +447 +13%
MIFH
413
Migdal Insurance & Financial Holdings
Israel
$151K +$43.9K +1,055 +40%
CWA
414
Clearview Wealth Advisors
Oregon
$130K -$24.1K -580 -16%
AIM
415
Arcadia Investment Management
Michigan
$129K
HGERS
416
Householder Group Estate & Retirement Specialist
Arizona
$106K +$106K +2,547 New
FWA
417
FSC Wealth Advisors
New York
$96.3K +$46.5K +1,118 +93%
US Bancorp
418
US Bancorp
Minnesota
$91.4K -$66.8M -1,606,644 -100%
CT
419
Cambridge Trust
Massachusetts
$90.2K
TWC
420
TD Waterhouse Canada
Ontario, Canada
$85.9K -$10.6K -255 -11%
FCA
421
Fortis Capital Advisors
Kansas
$83.4K -$17.9K -430 -18%
NSG
422
Nalls Sherbakoff Group
Tennessee
$81K +$81.5K +1,959 New
TWM
423
Tradition Wealth Management
Minnesota
$77K +$291 +7 +0.4%
GFPC
424
Global Financial Private Client
Florida
$71.6K -$78.6K -1,890 -52%
FFA
425
Farther Finance Advisors
California
$70.4K +$18.2K +438 +35%

SRLN Hedge Fund Activity: Q1 2023 in Review

482 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q1 2023, worth a combined $3.41B — down 26% from $4.61B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of SRLN and 48 opened new positions — a net loss of 25 holders — while 236 trimmed existing stakes and 144 added.

The largest buyer was Jane Street, opening a new position worth an estimated $112M. The largest seller was LPL Financial, cutting an estimated $252M.

  • 482 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q1 2023, down from 513 in Q4 2022.
  • Funds reported $3.41B of State Street Blackstone Senior Loan ETF stock for Q1 2023, down 26% quarter-over-quarter.
  • 48 funds opened new State Street Blackstone Senior Loan ETF positions in Q1 2023 and 73 closed out, a net change of -25 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q1 2023 was Jane Street, an estimated $112M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q1 2023 was LPL Financial, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2023.