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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
AAM
126
Ameraudi Asset Management
New York
$9.01M +$9.05M +200,435 New
AWM
127
Avitas Wealth Management
California
$9.01M +$9.05M +200,378 New
P
128
Palladiem
Pennsylvania
$8.89M +$8.31M +184,021 +1,335%
BFA
129
Beaumont Financial Advisors
Massachusetts
$8.6M -$1.68M -37,243 -16%
KPCM
130
Kings Point Capital Management
New York
$8.55M +$607K +13,438 +8%
GM
131
GeoWealth Management
Illinois
$8.54M +$8.02M +177,518 +1,420%
AWS
132
Atria Wealth Solutions
New York
$8.52M +$8.56M +189,594 New
WMR
133
Wealth Management Resources
Rhode Island
$8.42M +$70.3K +1,556 +0.8%
CTC
134
Central Trust Company
Missouri
$8.35M +$1.68M +37,203 +25%
BWG
135
Beta Wealth Group
California
$8.35M +$1.6M +35,496 +24%
VWA
136
Visionary Wealth Advisors
Illinois
$8.34M -$568K -12,573 -6%
SWA
137
Sightline Wealth Advisors
Connecticut
$8.23M -$1.78M -39,370 -18%
Renaissance Technologies
138
Renaissance Technologies
New York
$8.18M -$12.7M -280,600 -61%
RWM
139
Refined Wealth Management
Utah
$8.09M -$4.98M -110,155 -38%
B
140
Barings
North Carolina
$7.98M +$8.02M +177,582 New
Mariner
141
Mariner
Kansas
$7.98M +$6.95M +153,819 +648%
EDRIA
142
Edmonds Duncan Registered Investment Advisors
Kansas
$7.85M -$51.5K -1,140 -0.6%
BCI
143
Brinker Capital Investments
Pennsylvania
$7.83M -$779K -17,242 -9%
BA
144
Bivin & Associates
Oklahoma
$7.79M -$61.3K -1,358 -0.8%
HAC
145
Harbor Advisory Corp
New Hampshire
$7.72M +$390K +8,642 +5%
PBF
146
Petix & Botte Financial
California
$7.69M +$4.25M +94,035 +122%
WWM
147
Western Wealth Management
Colorado
$7.67M +$7.06M +156,401 +1,106%
PFS
148
Prospera Financial Services
Texas
$7.59M +$1.07M +23,586 +16%
HWAM
149
Hennion & Walsh Asset Management
New Jersey
$7.54M +$3.91M +86,566 +107%
SF
150
Symphony Financial
Texas
$7.52M +$7.62M +168,685 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.