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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
American Century Companies
51
American Century Companies
Missouri
$25.9M -$41.9M -928,504 -62%
AWM
52
Aprio Wealth Management
Georgia
$25.6M +$25.8M +570,262 New
CAWM
53
Capital Advisors Wealth Management
Washington
$25.2M +$5.17M +114,429 +26%
CAG
54
Crestwood Advisors Group
Massachusetts
$23.8M +$2.5M +55,316 +12%
RH
55
RFG Holdings
Texas
$23.4M +$133K +2,947 +0.6%
N
56
Nuveen
North Carolina
$23M +$23.2M +514,048 New
Millennium Management
57
Millennium Management
New York
$22.4M +$7.97M +176,354 +55%
CW
58
Connectus Wealth
Ohio
$22.4M +$22.1M +490,146 New
PAG
59
Private Advisor Group
New Jersey
$22.2M +$378K +8,373 +2%
WP
60
WealthPLAN Partners
Nebraska
$22.2M +$12.6M +279,457 +127%
WIM
61
WealthPlan Investment Management
Nebraska
$22.2M +$22.5M +498,905 New
AssetMark Inc
62
AssetMark Inc
California
$22.1M +$19.7M +436,134 +803%
SCI
63
Stableford Capital II
Arizona
$22M +$129K +2,859 +0.6%
CWP
64
Concord Wealth Partners
Virginia
$21.9M +$21.9M +485,303 +47,672%
OPCM
65
Osborne Partners Capital Management
California
$21.8M +$1.04M +22,986 +5%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$21.7M +$15M +331,693 +219%
MGIA
67
Matthew Goff Investment Advisor
Texas
$20.8M +$1.49M +32,889 +8%
SAS
68
Sage Advisory Services
Texas
$20.3M +$1.08M +23,937 +6%
NI
69
NYL Investors
New York
$19.6M
RJFSA
70
Raymond James Financial Services Advisors
Florida
$19.5M +$5.5M +121,788 +39%
NA
71
Nottingham Advisors
New York
$19.3M +$525K +11,628 +3%
ST
72
Spinnaker Trust
Maine
$19.2M +$1.59M +35,263 +9%
HighTower Advisors
73
HighTower Advisors
Illinois
$19.1M +$4.49M +99,466 +30%
G
74
GenTrust
Florida
$18.7M +$5.7M +126,188 +44%
SFP
75
Shepherd Financial Partners
Massachusetts
$18.6M -$1.56M -34,450 -8%

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.