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State Street Blackstone Senior Loan ETF

513 hedge funds and large institutions have $4.61B invested in State Street Blackstone Senior Loan ETF in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 135 increasing their positions, 256 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.47% more ownership

Funds ownership: 67.72%70.18% (+2.5%)

5% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 82

1% less funds holding

Funds holding: 518513 (-5)

1% less capital invested

Capital invested by funds: $4.66B → $4.61B (-$48.5M)

30% less funds holding in top 10

Funds holding in top 10: 4431 (-13)

47% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 256

93% less call options, than puts

Call options by funds: $6.92M | Put options by funds: $95.9M

Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.25%
Holding in Top 10
31
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-29.55%
% of All Funds
0.5%
New
86
Increased
135
Reduced
256
Closed
82
Calls
$6.92M
Puts
$95.9M
Net Calls
-$89M
Net Calls Change
+$7.49M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
476
EPG Wealth Management
Georgia
$23.9K +$535 +13 +2%
BCWM
477
Bartlett & Co Wealth Management
Ohio
$22.2K +$22.4K +543 New
FHA
478
First Horizon Advisors
Tennessee
$22.1K -$1.61K -39 -7%
BC
479
Bartlett & Co
Ohio
$22K +$22.4K +543 New
CT
480
Caldwell Trust
Florida
$20.1K +$20.2K +491 New
GTAM
481
Global Trust Asset Management
Florida
$16.8K -$12.3K -300 -42%
BWM
482
Baystate Wealth Management
Massachusetts
$16K +$16K +388 New
TFA
483
Toth Financial Advisory
Virginia
$14.2K
FA
484
Fortis Advisors
Pennsylvania
$13.7K +$13.8K +336 New
AWM
485
Avior Wealth Management
Nebraska
$13.5K
ACM
486
Antonetti Capital Management
Florida
$12.3K
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$9.98K +$10K +244 New
HCM
488
Hollencrest Capital Management
California
$9K +$9.06K +220 New
BCMLT
489
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.55K -$12.9K -314 -60%
NHT
490
New Hampshire Trust
New Hampshire
$8.43K +$8.48K +206 New
EE
491
EWG Elevate
California
$7.73K +$7.78K +189 New
Fifth Third Bancorp
492
Fifth Third Bancorp
Ohio
$7.65K -$3.5K -85 -31%
HCP
493
Hexagon Capital Partners
Arkansas
$7.57K -$10.5K -254 -58%
CG
494
Cutler Group
California
$4K +$4.12K +100 New
BC
495
Burleson & Co
California
$3.85K
AWM
496
AllSquare Wealth Management
New York
$3.11K
AWM
497
Atticus Wealth Management
Florida
$2.78K
SC
498
SouthState Corp
Florida
$2.45K
TRCT
499
Tower Research Capital (TRC)
New York
$2K +$1.81K +44 New
EWA
500
EverSource Wealth Advisors
Alabama
$1.68K +$1.69K +41 New

SRLN Hedge Fund Activity: Q4 2022 in Review

513 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q4 2022, worth a combined $4.61B — down 1% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SRLN positions and 82 closed out — a net gain of 4 holders — while 135 added to existing stakes and 256 trimmed.

The largest buyer was State of Tennessee, Department of Treasury, adding an estimated $90.8M. The largest seller was Lord, Abbett & Co, cutting an estimated $56.8M.

  • 513 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q4 2022, down from 518 in Q3 2022.
  • Funds reported $4.61B of State Street Blackstone Senior Loan ETF stock for Q4 2022, down 1% quarter-over-quarter.
  • 86 funds opened new State Street Blackstone Senior Loan ETF positions in Q4 2022 and 82 closed out, a net change of +4 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q4 2022 was State of Tennessee, Department of Treasury, an estimated $90.8M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q4 2022 was Lord, Abbett & Co, an estimated $56.8M sold.

Based on aggregated 13F filings for Q4 2022.