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State Street Blackstone Senior Loan ETF
SRLN

194 hedge funds and large institutions have $1.18B invested in State Street Blackstone Senior Loan ETF in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

22% more capital invested

Capital invested by funds: $968M → $1.18B (+$213M)

19% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 59

10% more funds holding

Funds holding: 177 → 194 (+17)

7.76% more ownership

Funds ownership: 67.74% → 75.5% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
194
Holders Change
+17
Holders Change %
+9.6%
% of All Funds
3.91%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
38
Increased
70
Reduced
59
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$73.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$68.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$12.3M
5
PI
PFS Investments
Georgia
+$11M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$31M
2
IA
IndexIQ Advisors
New York
-$19.4M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$16.9M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$15.2M
5
Goldman Sachs
Goldman Sachs
New York
-$9.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$3.66M +$63.5K +1,432 +2%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$3.57M – – –
CA
53
Calton & Associates
Florida
$3.5M -$253K -5,712 -7%
KPCM
54
Kings Point Capital Management
New York
$3.48M – – –
Truist Financial
55
Truist Financial
North Carolina
$3.39M +$2.96M +66,783 +747%
ECM
56
ETrade Capital Management
Virginia
$3.23M +$3.2M +72,140 New
HighTower Advisors
57
HighTower Advisors
Illinois
$3.13M +$423K +9,532 +16%
FC
58
Fusion Capital
South Carolina
$3.02M +$108K +2,436 +4%
DF
59
Donoghue Forlines
Massachusetts
$2.94M +$175K +3,950 +6%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$2.75M +$672K +15,151 +33%
KWM
61
Kingsview Wealth Management
Oregon
$2.66M +$2.64M +59,511 New
CFGF
62
Compass Financial Group (Florida)
Florida
$2.63M +$2.6M +58,732 New
6M
63
6 Meridian
Kansas
$2.59M +$142K +3,197 +6%
SPIA
64
Steward Partners Investment Advisory
New York
$2.5M -$887 -20 -0%
American Century Companies
65
American Century Companies
Missouri
$2.38M -$1.94M -43,700 -45%
VIM
66
Vista Investment Management
Pennsylvania
$2.32M +$62.5K +1,409 +3%
PBF
67
Petix & Botte Financial
California
$2.3M -$2.13M -47,957 -48%
HWM
68
Howard Wealth Management
Connecticut
$2.16M -$253K -5,710 -11%
DWM
69
Dakota Wealth Management
Florida
$1.99M – – –
CWM
70
Capital Wealth Management
Rhode Island
$1.94M +$492K +11,091 +34%
RFWA
71
RPg Family Wealth Advisory
Massachusetts
$1.94M +$130K +2,940 +7%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$1.94M +$93.5K +2,109 +5%
PWPS
73
Pinnacle Wealth Planning Services
Ohio
$1.91M -$674K -15,202 -26%
LWM
74
Laidlaw Wealth Management
New York
$1.87M +$260K +5,861 +16%
Mirae Asset Global Investments
75
Mirae Asset Global Investments
South Korea
$1.87M +$225K +5,067 +14%
1 2
3
4 5

SRLN Hedge Fund Activity: Q3 2020 in Review

194 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q3 2020, worth a combined $1.18B — up 22% from $968M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SRLN positions and 19 closed out — a net gain of 19 holders — while 70 added to existing stakes and 59 trimmed.

The largest buyer was Bank of America, adding an estimated $73.1M. The largest seller was Federated Hermes, exiting entirely with an estimated $31M sold.

  • 194 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q3 2020, up from 177 in Q2 2020.
  • Funds reported $1.18B of State Street Blackstone Senior Loan ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 38 funds opened new State Street Blackstone Senior Loan ETF positions in Q3 2020 and 19 closed out, a net change of +19 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q3 2020 was Bank of America, an estimated $73.1M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q3 2020 was Federated Hermes, an estimated $31M sold.

Based on aggregated 13F filings for Q3 2020.