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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

477 hedge funds and large institutions have $4B invested in SPDR Blackstone Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 168 increasing their positions, 189 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+26
Holders Change %
+5.76%
% of All Funds
6.99%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.41%
New
72
Increased
168
Reduced
189
Closed
41
Calls
$1.28M
Puts
$61.8M
Net Calls
-$60.6M
Net Calls Change
-$39.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$528M
2
Bank of America
Bank of America
North Carolina
$274M
3
Goldman Sachs
Goldman Sachs
New York
$166M
4
SIM
Symetra Investment Management
Connecticut
$60.8M
5
Renaissance Technologies
Renaissance Technologies
New York
$76.7M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$339K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.26M
3
OPAM
Ocean Park Asset Management
California
$43.7M
4
PCIG
Partners Capital Investment Group
Massachusetts
$117M
5
SMM
Stadion Money Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
451
Smartleaf Asset Management
Massachusetts
$10.5K +$10.5K +250 New
GA
452
GoalVest Advisory
New York
$10.2K +$10.2K +243 New
AF
453
Advisornet Financial
Minnesota
$10.1K – – –
WIM
454
Westside Investment Management
California
$9.52K – – –
BCMLT
455
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.68K -$42 -1 -0.5%
HCM
456
Hollencrest Capital Management
California
$8.39K -$839 -20 -9%
TFGT
457
TS Financial Group (TSFG)
Illinois
$8K – – –
PCM
458
Penserra Capital Management
California
$7K +$79 +2 +1%
AWM
459
AllSquare Wealth Management
New York
$3.19K – – –
IPW
460
Impact Partnership Wealth
Georgia
$3.02K – – –
HDIM
461
Hanson & Doremus Investment Management
Vermont
$3K +$3K +67 New
NP
462
NorthRock Partners
Minnesota
$2.18K +$2.18K +52 New
RFG
463
REAP Financial Group
Texas
$1.93K +$1.93K +46 New
SIC
464
Salem Investment Counselors
North Carolina
$1.47K – – –
GWSG
465
GPS Wealth Strategies Group
Colorado
$1.47K – – –
ACA
466
American Capital Advisory
Idaho
$1.36K +$1.36K +32 New
AAP
467
Arax Advisory Partners
Colorado
$1.34K – – –
CMP
468
Coston McIsaac & Partners
Maine
$1K – – –
JFA
469
JNBA Financial Advisors
Minnesota
$965 – – –
Fidelity Investments
470
Fidelity Investments
Massachusetts
$797 +$671 +16 +533%
FFA
471
Frazier Financial Advisors
Ohio
$490 +$490 +12 New
NMG
472
New Millennium Group
Utah
$461 -$42 -1 -8%
OLVIG
473
Oliver Lagore Vanvalin Investment Group
Michigan
$384 – – –
EWA
474
EverSource Wealth Advisors
Alabama
$377 – – –
Citigroup
475
Citigroup
New York
$252 -$56.2K -1,337 -100%
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