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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

477 hedge funds and large institutions have $4B invested in SPDR Blackstone Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 168 increasing their positions, 189 reducing their positions, and 41 closing their positions.

Holders
477
Holders Change
+26
Holders Change %
+5.76%
% of All Funds
6.99%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.41%
New
72
Increased
168
Reduced
189
Closed
41
Calls
$1.28M
Puts
$61.8M
Net Calls
-$60.6M
Net Calls Change
-$39.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$528M
2
Bank of America
2
Bank of America
North Carolina
$274M
3
Goldman Sachs
3
Goldman Sachs
New York
$166M
4
SIM
4
Symetra Investment Management
Connecticut
$60.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$76.7M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$339K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.26M
3
OPAM
3
Ocean Park Asset Management
California
$43.7M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$117M
5
SMM
5
Stadion Money Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
101
Jefferies Financial Group
New York
$5.8M +$157K +3,754 +3%
BPA
102
Beacon Pointe Advisors
California
$5.74M -$883K -21,063 -13%
ACM
103
AlphaStar Capital Management
North Carolina
$5.53M +$1.3M +31,117 +31%
MAG
104
MRA Advisory Group
New Jersey
$5.48M +$1.41M +33,558 +35%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$5.48M -$211K -5,022 -4%
SSA
106
Schonfeld Strategic Advisors
New York
$5.43M +$5.43M +129,438 New
OCFG
107
O'Connor Financial Group
Illinois
$5.42M +$150K +3,583 +3%
JPMorgan Chase & Co
108
JPMorgan Chase & Co
New York
$5.26M -$32.7M -780,951 -86%
LIA
109
Luken Investment Analytics
Tennessee
$5.22M +$732K +17,449 +16%
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$5.2M +$1.03M +24,470 +25%
SP
111
Stablepoint Partners
Massachusetts
$5.17M +$5.17M +123,206 New
WM
112
Whitford Management
New York
$5.01M +$5.01M +119,500 New
KFP
113
KMG Fiduciary Partners
Ohio
$4.95M +$115K +2,754 +2%
CA
114
Calton & Associates
Florida
$4.92M +$4.92M +117,343 New
Ameriprise
115
Ameriprise
Minnesota
$4.89M +$1.32M +31,450 +37%
WCM
116
Windsor Capital Management
Arizona
$4.87M -$62K -1,479 -1%
CCA
117
Catalyst Capital Advisors
New York
$4.68M – – –
CCM
118
Canal Capital Management
Virginia
$4.66M -$213K -5,071 -4%
LOIP
119
Live Oak Investment Partners
Texas
$4.49M -$4.77M – –
PFS
120
Prospera Financial Services
Texas
$4.41M -$1.39M -33,217 -24%
WWM
121
Western Wealth Management
Colorado
$4.21M +$261K +6,226 +7%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$4.12M +$64.8K +1,544 +2%
EWA
123
Exencial Wealth Advisors
Oklahoma
$4.1M -$443K -10,556 -10%
CAN
124
Cetera Advisor Networks
California
$3.99M -$247K -5,892 -6%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$3.93M +$198K +4,734 +5%
3 4
5
6 7