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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
MWPCG
426
Measured Wealth Private Client Group
New Hampshire
$371K -$73.1K -1,619 -16%
CP
427
Castleview Partners
Texas
$367K -$12.5M -275,909 -97%
WB
428
Webster Bank
Connecticut
$367K -$198K -4,392 -35%
WP
429
WealthShield Partners
North Carolina
$361K +$362K +8,020 New
PIMG
430
Patriot Investment Management Group
Tennessee
$353K +$41.1K +910 +13%
TC
431
Trilogy Capital
California
$342K +$67.7K +1,499 +25%
EWM
432
Echo Wealth Management
Minnesota
$340K +$343K +7,595 New
NWA
433
Navis Wealth Advisors
New York
$337K
OCM
434
One Capital Management
California
$337K +$339K +7,512 New
OWA
435
Octavia Wealth Advisors
Ohio
$329K -$108K -2,382 -25%
Comerica Bank
436
Comerica Bank
Texas
$312K -$640K -14,173 -67%
PFGIA
437
Patriot Financial Group Insurance Agency
Massachusetts
$312K +$30.6K +677 +11%
SIA
438
Strategic Investment Advisors
Michigan
$312K +$313K +6,931 New
MW
439
MBL Wealth
North Carolina
$312K +$314K +6,945 New
CS
440
Credit Suisse
Switzerland
$305K +$62.2K +1,377 +26%
JCM
441
Janney Capital Management
Pennsylvania
$304K +$305K +6,760 New
FCG
442
Financial Connections Group
California
$301K +$127K +2,820 +73%
CAI
443
Capital Advisors Inc
Oklahoma
$300K -$50.5M -1,117,348 -99%
IAA
444
Independent Advisor Alliance
North Carolina
$295K
BOPW
445
Brandywine Oak Private Wealth
Pennsylvania
$291K
AIM
446
Arcadia Investment Management
Michigan
$285K
ANTB
447
AMG National Trust Bank
Colorado
$285K +$14.5K +320 +5%
GLA
448
Good Life Advisors
Pennsylvania
$282K +$283K +6,276 New
SW
449
SVB Wealth
Massachusetts
$277K -$15K -331 -5%
BF
450
BOK Financial
Oklahoma
$276K +$28.9K +640 +12%

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.