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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
GSIS
101
Global Strategic Investment Solutions
Arizona
$11.9M -$249K -5,510 -2%
QWM
102
Quaker Wealth Management
New Jersey
$11.7M +$289K +6,404 +3%
SWMG
103
Sanchez Wealth Management Group
Florida
$11.6M +$225K +4,991 +2%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$11.6M +$4.28M +94,657 +59%
AAMC
105
Asset Allocation & Management Company
Illinois
$11.6M +$7.17M +158,658 +160%
TCFP
106
Treasure Coast Financial Planning
Florida
$11.4M +$1.59M +35,181 +16%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$11.4M +$4.02M +89,034 +54%
LB
108
Leo Brokerage
Texas
$11.4M +$11.4M +252,553 New
RSWM
109
Robertson Stephens Wealth Management
California
$11.3M +$11.4M +252,088 New
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$11.2M +$415K +9,188 +4%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$10.9M +$5.86M +129,790 +115%
WCM
112
Windham Capital Management
Massachusetts
$10.9M +$51.1K +1,131 +0.5%
BPA
113
Beacon Pointe Advisors
California
$10.3M +$9.95M +220,205 +2,202%
MIAN
114
Mariner Independent Advisor Network
Kansas
$10.3M -$1.48M -32,707 -12%
CAMV
115
Concord Asset Management (Virginia)
Virginia
$10.3M +$10.3M +228,893 New
Federated Hermes
116
Federated Hermes
Pennsylvania
$10.1M -$77.9M -1,725,000 -88%
APA
117
American Portfolios Advisors
New York
$10.1M +$4.37M +96,817 +76%
SC
118
Scotia Capital
Ontario, Canada
$9.95M +$40.8K +904 +0.4%
SWP
119
Stratos Wealth Partners
Ohio
$9.7M +$1.75M +38,708 +22%
PWS
120
Paragon Wealth Strategies
Florida
$9.5M +$41.1K +910 +0.4%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$9.42M +$2.69M +59,465 +40%
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$9.33M -$12.6M -279,500 -57%
NC
123
NewSquare Capital
Pennsylvania
$9.24M -$297K -6,578 -3%
SI
124
Stephens Inc
Arkansas
$9.22M +$8.57M +189,812 +1,241%
FGG
125
Financial Guidance Group
Florida
$9.21M +$9.25M +204,832 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.