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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
Fisher Asset Management
476
Fisher Asset Management
Washington
$216K +$217K +4,807 New
ACA
477
Aptus Capital Advisors
Alabama
$216K +$217K +4,810 New
SA
478
SAM Advisors
California
$215K +$216K +4,772 New
FNBOMD
479
First National Bank of Mount Dora
Florida
$214K
CT
480
Cambridge Trust
Massachusetts
$213K +$213K +4,724 New
ACI
481
Alpha Cubed Investments
California
$213K +$214K +4,737 New
EWM
482
Empirical Wealth Management
Washington
$210K
W
483
WorthPointe
California
$207K -$434K -9,606 -68%
EWA
484
Exencial Wealth Advisors
Oklahoma
$207K +$1.54K +34 +0.7%
PS
485
Planned Solutions
California
$206K -$5.01K -111 -2%
CAPTRUST Financial Advisors
486
CAPTRUST Financial Advisors
North Carolina
$204K +$94.2K +2,086 +85%
NFP
487
Narus Financial Partners
Utah
$202K +$203K +4,487 New
LAS
488
Lloyd Advisory Services
Georgia
$183K +$184K +4,072 New
BlackRock
489
BlackRock
New York
$176K -$81.9M -1,812,277 -100%
Carson Wealth (CWM LLC)
490
Carson Wealth (CWM LLC)
Nebraska
$168K -$316K -7,003 -65%
MIFH
491
Migdal Insurance & Financial Holdings
Israel
$154K +$155K +3,425 New
HA
492
Herold Advisors
New York
$132K +$133K +2,935 New
GEA
493
Glen Eagle Advisors
New Jersey
$130K +$29.4K +650 +29%
CDIA
494
Capital Directions Investment Advisors
Georgia
$121K +$122K +2,693 New
SAS
495
Stelac Advisory Services
New York
$108K
CFD
496
Creative Financial Designs
Indiana
$104K
TWM
497
Tradition Wealth Management
Minnesota
$94K +$181 +4 +0.2%
BHWM
498
Bay Harbor Wealth Management
Maryland
$89K +$44.4K +984 +99%
CIAS
499
Capital Investment Advisory Services
North Carolina
$83K +$66.7K +1,476 +399%
SCA
500
Stonebridge Capital Advisors
Minnesota
$79K +$723 +16 +0.9%

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.