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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
William Blair & Company
426
William Blair & Company
Illinois
$67.2K -$5.03K -121 -7%
CFD
427
Creative Financial Designs
Indiana
$60.2K
AWM
428
Angeles Wealth Management
California
$58.4K +$2.21K +53 +4%
AF
429
Advisornet Financial
Minnesota
$53.2K -$10.7K -258 -17%
LFG
430
Larson Financial Group
Missouri
$49.9K
CIR
431
Clear Investment Research
Georgia
$47.9K
AWM
432
Ameliora Wealth Management
Switzerland
$46.4K
PP
433
PFS Partners
New Jersey
$36.2K
RI
434
Ridgewood Investments
New Jersey
$33.2K +$33.3K +800 New
CIA
435
Cape Investment Advisory
Georgia
$30K +$30.1K +723 New
PB
436
Pinnacle Bancorp
Nebraska
$29.6K
TFA
437
Transamerica Financial Advisors
Florida
$26K -$1.17M -28,169 -98%
HIA
438
Harbor Investment Advisory
Maryland
$25.8K +$25.9K +623 New
S
439
SignatureFD
Georgia
$24.8K -$98.6K -2,370 -80%
AIP
440
Ameritas Investment Partners
Nebraska
$24.7K -$3.22M -77,335 -99%
EWM
441
EPG Wealth Management
Georgia
$24.5K +$291 +7 +1%
WTC
442
WhitTier Trust Company
Nevada
$24K +$24.1K +580 New
BC
443
Bartlett & Co
Ohio
$23K
BCWM
444
Bartlett & Co Wealth Management
Ohio
$22.5K
FHA
445
First Horizon Advisors
Tennessee
$22.4K
FGAM
446
Financial Gravity Asset Management
Texas
$22.3K
CT
447
Caldwell Trust
Florida
$20.4K
HT
448
Headlands Technologies
Illinois
$18.7K +$18.8K +452 New
CHC
449
City Holding Co
West Virginia
$18.5K -$23.3K -561 -56%
ZB
450
Zions Bancorporation
Utah
$18.3K -$498K -11,976 -96%

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.