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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
RWA
76
Redhawk Wealth Advisors
Minnesota
$18.6M +$18.7M +414,004 New
DWM
77
Darwin Wealth Management
Florida
$18.4M +$13.2M +291,613 +247%
AHC
78
Adell Harriman & Carpenter
Texas
$18.1M -$704K -15,581 -4%
EH
79
Equitable Holdings
New York
$17.6M +$3.59M +79,366 +25%
ACG
80
Allen Capital Group
Nebraska
$17.1M -$789K -17,458 -4%
IWA
81
Inspirion Wealth Advisors
Illinois
$17M +$17.1M +378,253 New
AIM
82
Astor Investment Management
Illinois
$16.7M +$16.8M +372,116 New
PWM
83
Paulson Wealth Management
Illinois
$16.6M +$2.39M +53,004 +17%
IWC
84
Integrated Wealth Concepts
Massachusetts
$16.5M +$13.9M +306,891 +512%
B
85
Bailard
California
$16.2M +$98.2K +2,174 +0.6%
MFGM
86
Marshall Financial Group (Maryland)
Maryland
$16.1M +$15.8M +349,142 +4,034%
EGP
87
Entrust Global Partners
New York
$16M
PWM
88
Prentice Wealth Management
New York
$15.1M +$480K +10,623 +3%
DWP
89
Destiny Wealth Partners
Florida
$14.8M +$14.9M +329,307 New
M1FG
90
Mach-1 Financial Group
Arkansas
$14.4M -$638K -14,132 -4%
GFG
91
Greystone Financial Group
Michigan
$14M -$500K -11,073 -3%
MWM
92
Mission Wealth Management
California
$13.9M +$14M +309,928 New
AI
93
Atria Investments
North Carolina
$13.9M +$11.1M +245,835 +388%
Neuberger Berman Group
94
Neuberger Berman Group
New York
$13.8M -$8.71M -192,718 -38%
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
$13.8M -$2.41M -53,443 -15%
Truist Financial
96
Truist Financial
North Carolina
$13.7M +$7.22M +159,782 +111%
CAL
97
Capital Analysts LLC
Pennsylvania
$13.2M +$9.78M +216,456 +282%
AFS
98
Access Financial Services
Minnesota
$12.8M +$12.9M +285,051 New
RRWA
99
Rainey & Randall Wealth Advisors
Florida
$12.5M +$7.32M +162,004 +139%
OAM
100
Oppenheimer Asset Management
New York
$12.2M +$118K +2,621 +1%

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.