We are live on ! Find out more
SRLN icon

State Street Blackstone Senior Loan ETF

540 hedge funds and large institutions have $6.29B invested in State Street Blackstone Senior Loan ETF in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 222 increasing their positions, 203 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 203

1% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 75

1% less funds holding

Funds holding: 548540 (-8)

2.71% less ownership

Funds ownership: 77.22%74.5% (-2.7%)

10% less funds holding in top 10

Funds holding in top 10: 6861 (-7)

20% less capital invested

Capital invested by funds: $7.82B → $6.29B (-$1.53B)

89% less call options, than puts

Call options by funds: $6.31M | Put options by funds: $58.6M

Holders
540
Holders Change
-8
Holders Change %
-1.46%
% of All Funds
9.1%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.03%
New
74
Increased
222
Reduced
203
Closed
75
Calls
$6.31M
Puts
$58.6M
Net Calls
-$52.3M
Net Calls Change
-$51.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
426
Strategic Investment Advisors
Michigan
$281K -$8.35K -192 -3%
JCM
427
Janney Capital Management
Pennsylvania
$281K
FNT
428
First National Trust
Pennsylvania
$279K -$368K -8,465 -56%
SIM
429
Seaview Investment Managers
Florida
$278K +$29.7K +683 +11%
BOPW
430
Brandywine Oak Private Wealth
Pennsylvania
$270K
OWA
431
Octavia Wealth Advisors
Ohio
$264K -$41.5K -955 -13%
AIM
432
Arcadia Investment Management
Michigan
$264K
F
433
F3Logic
Minnesota
$263K +$274K +6,308 New
IAA
434
Independent Advisor Alliance
North Carolina
$261K -$13K -298 -5%
T
435
TRUADVICE
Florida
$254K -$10K -230 -4%
CAI
436
Capital Advisors Inc
Oklahoma
$249K -$29.5K -678 -10%
FAG
437
Fortitude Advisory Group
Washington
$249K +$13.9K +319 +6%
CP
438
Castleview Partners
Texas
$248K -$99.6K -2,292 -28%
S
439
SignatureFD
Georgia
$247K +$2.74K +63 +1%
CWA
440
Clearview Wealth Advisors
Oregon
$245K -$125K -2,887 -33%
PCIA
441
Prime Capital Investment Advisors
Kansas
$239K +$250K +5,741 New
Lido Advisors
442
Lido Advisors
California
$238K +$14.4K +331 +6%
FCCM
443
First City Capital Management
Georgia
$237K +$30.4K +700 +14%
EWM
444
Echo Wealth Management
Minnesota
$234K -$85.3K -1,963 -26%
SWIG
445
Strategic Wealth Investment Group
Kentucky
$233K +$243K +5,584 New
SC
446
Saiph Capital
New Jersey
$231K +$241K +5,555 New
WBCM
447
Wilson & Boucher Capital Management
California
$229K
BSG
448
Black Swift Group
Colorado
$227K
MHS
449
M Holdings Securities
Oregon
$224K +$234K +5,388 New
AC
450
Avestar Capital
New York
$222K -$3.74K -86 -2%

SRLN Hedge Fund Activity: Q2 2022 in Review

540 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q2 2022, worth a combined $6.29B — down 20% from $7.82B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of SRLN and 74 opened new positions — a net loss of 1 holder — while 203 trimmed existing stakes and 222 added.

The largest buyer was Osaic Holdings, adding an estimated $84.1M. The largest seller was Franklin Resources, cutting an estimated $158M.

  • 540 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q2 2022, down from 548 in Q1 2022.
  • Funds reported $6.29B of State Street Blackstone Senior Loan ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 74 funds opened new State Street Blackstone Senior Loan ETF positions in Q2 2022 and 75 closed out, a net change of -1 holder.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q2 2022 was Osaic Holdings, an estimated $84.1M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q2 2022 was Franklin Resources, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2022.