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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

451 hedge funds and large institutions have $3.2B invested in SPDR Blackstone Senior Loan ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 170 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.19%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.46%
New
39
Increased
170
Reduced
188
Closed
40
Calls
$566K
Puts
$21.4M
Net Calls
-$20.8M
Net Calls Change
+$229K

Top Buyers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$180M
2
APC
2
Aristotle Pacific Capital
California
$25M
3
AAS
3
Ameritas Advisory Services
Nebraska
$24.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$38M
5
SMM
5
Stadion Money Management
Georgia
$16.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$98.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$118M
3
KAM
3
Kensington Asset Management
Texas
$0
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$134M
5
Deutsche Bank
5
Deutsche Bank
Germany
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
101
Catalyst Capital Advisors
New York
$4.68M – – –
FTUS
102
Flow Traders U.S.
New York
$4.64M +$1.19M +28,325 +34%
EWA
103
Exencial Wealth Advisors
Oklahoma
$4.54M -$139K -3,310 -3%
Neuberger Berman Group
104
Neuberger Berman Group
New York
$4.51M -$342K -8,156 -7%
LIA
105
Luken Investment Analytics
Tennessee
$4.49M +$671K +16,000 +18%
RBC
106
Romano Brothers & Co
Illinois
$4.49M -$30.9K -738 -0.7%
OPS
107
Orion Portfolio Solutions
Nebraska
$4.46M +$644K +15,367 +17%
BCI
108
Brinker Capital Investments
Pennsylvania
$4.46M +$644K +15,367 +17%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$4.3M +$507K +12,087 +13%
SAM
110
Secure Asset Management
Michigan
$4.28M -$5.27M -125,567 -55%
CAN
111
Cetera Advisor Networks
California
$4.23M +$967K +23,073 +30%
ACM
112
AlphaStar Capital Management
North Carolina
$4.23M +$3.63M +86,642 +610%
Envestnet Portfolio Solutions
113
Envestnet Portfolio Solutions
Illinois
$4.17M +$4.17M +99,463 New
MAG
114
MRA Advisory Group
New Jersey
$4.08M -$780K -18,592 -16%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$4.06M -$174K -4,142 -4%
WWM
116
Western Wealth Management
Colorado
$3.95M +$93K +2,218 +2%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$3.75M – – –
UWM
118
USAdvisors Wealth Management
Minnesota
$3.74M +$497K +11,861 +15%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$3.73M +$3.73M +88,908 New
CTC
120
Central Trust Company
Missouri
$3.73M -$655K -15,633 -15%
AFG
121
Albion Financial Group
Utah
$3.7M +$180K +4,301 +5%
AI
122
AXS Investments
New York
$3.65M +$1.26M +30,000 +53%
TPA
123
Trivium Point Advisory
Connecticut
$3.58M +$37.9K +916 +1%
Ameriprise
124
Ameriprise
Minnesota
$3.57M -$9.23K -220 -0.3%
AWM
125
AE Wealth Management
Kansas
$3.47M -$1.6M -38,156 -32%
3 4
5
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