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State Street Blackstone Senior Loan ETF
SRLN

222 hedge funds and large institutions have $1.68B invested in State Street Blackstone Senior Loan ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 75 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 23

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

43% more capital invested

Capital invested by funds: $1.18B → $1.68B (+$504M)

14% more funds holding

Funds holding: 194 → 222 (+28)

12% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 67

0.97% more ownership

Funds ownership: 75.5% → 76.47% (+0.97%)

Holders
222
Holders Change
+28
Holders Change %
+14.43%
% of All Funds
3.93%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
54
Increased
75
Reduced
67
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Grimes & Company
Massachusetts
+$82.3M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$56.2M
3
Goldman Sachs
Goldman Sachs
New York
+$41.3M
4
AWA
ARS Wealth Advisors
Florida
+$32.3M
5
PAG
Pinnacle Advisory Group
Maryland
+$29.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$15.2M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$6.6M
3
MD
Money Design
Japan
-$5.19M
4
NA
Nottingham Advisors
New York
-$4.94M
5
FF
Friedenthal Financial
New Jersey
-$4.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$2.95M -$237K -5,273 -8%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$2.95M +$142K +3,151 +5%
KWM
78
Kingsview Wealth Management
Oregon
$2.93M +$206K +4,589 +8%
DF
79
Donoghue Forlines
Massachusetts
$2.92M -$82.6K -1,838 -3%
CFGF
80
Compass Financial Group (Florida)
Florida
$2.68M -$1.8K -40 -0.1%
VIM
81
Vista Investment Management
Pennsylvania
$2.67M +$301K +6,696 +13%
SPIA
82
Steward Partners Investment Advisory
New York
$2.66M +$103K +2,291 +4%
PBF
83
Petix & Botte Financial
California
$2.49M +$156K +3,476 +7%
6M
84
6 Meridian
Kansas
$2.44M -$200K -4,452 -8%
TPCM
85
Three Peaks Capital Management
Colorado
$2.27M +$2.24M +49,786 New
CAG
86
Curtis Advisory Group
California
$2.12M +$846K +18,821 +68%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$2.12M +$317K +7,058 +18%
HWM
88
Howard Wealth Management
Connecticut
$2.09M -$109K -2,429 -5%
CWM
89
Capital Wealth Management
Rhode Island
$2.03M +$45.7K +1,016 +2%
DWM
90
Dakota Wealth Management
Florida
$2.02M -$13.5K -300 -0.7%
PWPS
91
Pinnacle Wealth Planning Services
Ohio
$1.93M -$24K -534 -1%
FIM
92
Freedom Investment Management
Connecticut
$1.72M -$2.39M -53,096 -59%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$1.54M +$175K +3,884 +13%
QWM
94
Quaker Wealth Management
New Jersey
$1.54M +$19K +422 +1%
LWM
95
Laidlaw Wealth Management
New York
$1.53M -$371K -8,255 -20%
CAN
96
Cetera Advisor Networks
California
$1.48M -$28.5K -634 -2%
Allianz Asset Management
97
Allianz Asset Management
Germany
$1.46M +$1.44M +32,000 New
GRP
98
Global Retirement Partners
California
$1.45M +$163K +3,622 +13%
DADC
99
D.A. Davidson & Co
Montana
$1.44M -$14.6K -324 -1%
IAN
100
Integrated Advisors Network
Texas
$1.44M +$1.42M +31,561 New
2 3
4
5 6

SRLN Hedge Fund Activity: Q4 2020 in Review

222 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q4 2020, worth a combined $1.68B — up 43% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SRLN positions and 23 closed out — a net gain of 31 holders — while 75 added to existing stakes and 67 trimmed.

The largest buyer was Grimes & Company, adding an estimated $82.3M. The largest seller was JP Morgan Chase, cutting an estimated $15.2M.

  • 222 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q4 2020, up from 194 in Q3 2020.
  • Funds reported $1.68B of State Street Blackstone Senior Loan ETF stock for Q4 2020, up 43% quarter-over-quarter.
  • 54 funds opened new State Street Blackstone Senior Loan ETF positions in Q4 2020 and 23 closed out, a net change of +31 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q4 2020 was Grimes & Company, an estimated $82.3M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q4 2020 was JP Morgan Chase, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2020.