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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
BWL
501
Bogart Wealth LLC
Virginia
$77K +$74.7K +1,653 +2,467%
TWC
502
TD Waterhouse Canada
Ontario, Canada
$71.8K +$72.3K +1,600 New
NWM
503
Nauset Wealth Management
Connecticut
$69K +$69.1K +1,530 New
TPCW
504
TD Private Client Wealth
New York
$67.5K -$330K -7,312 -83%
CWM
505
Cranbrook Wealth Management
Michigan
$62K +$452 +10 +0.7%
CIR
506
Clear Investment Research
Georgia
$62K +$35.7K +791 +137%
FWA
507
FSC Wealth Advisors
New York
$54K -$3.39K -75 -6%
TFGT
508
TS Financial Group (TSFG)
Illinois
$52K -$2.53K -56 -5%
GFPC
509
Global Financial Private Client
Florida
$49.4K +$27.7K +613 +125%
GTAM
510
Global Trust Asset Management
Florida
$48K -$141K -3,112 -75%
HNWAG
511
High Net Worth Advisory Group
Florida
$45K +$45.2K +1,000 New
BNP Paribas Financial Markets
512
BNP Paribas Financial Markets
France
$41K -$3.29M -72,807 -99%
PP
513
PFS Partners
New Jersey
$39.3K
CIM
514
Contravisory Investment Management
Massachusetts
$39K
FGAM
515
Financial Gravity Asset Management
Texas
$38.8K -$42.9K -950 -41%
SAM
516
Strategic Asset Management
Minnesota
$37K +$45 +1 +0.1%
AWMS
517
Advocacy Wealth Management Services
Georgia
$37K +$37.6K +832 New
WT
518
Whittier Trust
California
$29K
FCMA
519
Foresight Capital Management Advisors
Michigan
$27K -$2.87M -63,591 -99%
HCP
520
Hexagon Capital Partners
Arkansas
$27K
CIBC Private Wealth Group
521
CIBC Private Wealth Group
Georgia
$27K +$27.1K +600 New
EWM
522
EPG Wealth Management
Georgia
$25K +$181 +4 +0.7%
BCMLT
523
Beacon Capital Management LLC (Tennessee)
Tennessee
$22K +$22.1K +490 New
TFA
524
Transamerica Financial Advisors
Florida
$20K -$1.9K -42 -9%
HI
525
Hudock Inc
Pennsylvania
$17K +$17.3K +384 New

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.