We are live on ! Find out more
SRLN icon

State Street Blackstone Senior Loan ETF

540 hedge funds and large institutions have $6.29B invested in State Street Blackstone Senior Loan ETF in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 222 increasing their positions, 203 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 203

1% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 75

1% less funds holding

Funds holding: 548540 (-8)

2.71% less ownership

Funds ownership: 77.22%74.5% (-2.7%)

10% less funds holding in top 10

Funds holding in top 10: 6861 (-7)

20% less capital invested

Capital invested by funds: $7.82B → $6.29B (-$1.53B)

89% less call options, than puts

Call options by funds: $6.31M | Put options by funds: $58.6M

Holders
540
Holders Change
-8
Holders Change %
-1.46%
% of All Funds
9.1%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.03%
New
74
Increased
222
Reduced
203
Closed
75
Calls
$6.31M
Puts
$58.6M
Net Calls
-$52.3M
Net Calls Change
-$51.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
126
Hennion & Walsh Asset Management
New Jersey
$7M +$15.1K +347 +0.2%
NW
127
NewEdge Wealth
Pennsylvania
$6.69M +$13.3K +307 +0.2%
SF
128
Symphony Financial
Texas
$6.59M -$486K -11,182 -7%
YIA
129
YHB Investment Advisors
Connecticut
$6.51M +$1.25M +28,742 +23%
FFA
130
Fragasso Financial Advisors
Pennsylvania
$6.51M +$153K +3,531 +2%
APC
131
Aristotle Pacific Capital
California
$6.44M
1WM
132
1900 Wealth Management
Texas
$6.23M +$27.6K +636 +0.4%
AFS
133
Access Financial Services
Minnesota
$6.2M -$5.91M -136,059 -48%
BCI
134
Brinker Capital Investments
Pennsylvania
$6.14M -$1.16M -26,718 -15%
JG
135
Jefferies Group
New York
$5.89M +$541K +12,436 +10%
JWS
136
Juncture Wealth Strategies
Arizona
$5.85M +$6.1M +140,421 New
AFG
137
Albion Financial Group
Utah
$5.72M +$64.2K +1,478 +1%
B
138
Bensler
Washington
$5.62M +$462K +10,633 +9%
DA
139
Detalus Advisors
Missouri
$5.57M +$255K +5,856 +5%
Creative Planning
140
Creative Planning
Kansas
$5.55M +$776K +17,858 +15%
HW
141
Hedeker Wealth
Illinois
$5.55M -$1M -23,054 -15%
BAAM
142
Baker Avenue Asset Management
California
$5.54M +$5.15M +118,380 +808%
APA
143
American Portfolios Advisors
New York
$5.51M -$3.97M -91,421 -41%
NA
144
NewEdge Advisors
Louisiana
$5.33M -$1.68M -38,736 -23%
EGP
145
Entrust Global Partners
New York
$5.3M -$9.94M -228,601 -64%
Sumitomo Mitsui Trust Group
146
Sumitomo Mitsui Trust Group
Japan
$5.27M -$1.2M -27,691 -18%
Loomis, Sayles & Company
147
Loomis, Sayles & Company
Massachusetts
$5.22M -$1.36M -31,342 -20%
1CP
148
1607 Capital Partners
Virginia
$5.15M -$20.4M -468,300 -79%
FA
149
FC Advisory
Pennsylvania
$5.07M +$226K +5,209 +4%
GRP
150
Global Retirement Partners
California
$5.03M -$201K -4,619 -4%

SRLN Hedge Fund Activity: Q2 2022 in Review

540 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q2 2022, worth a combined $6.29B — down 20% from $7.82B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of SRLN and 74 opened new positions — a net loss of 1 holder — while 203 trimmed existing stakes and 222 added.

The largest buyer was Osaic Holdings, adding an estimated $84.1M. The largest seller was Franklin Resources, cutting an estimated $158M.

  • 540 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q2 2022, down from 548 in Q1 2022.
  • Funds reported $6.29B of State Street Blackstone Senior Loan ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 74 funds opened new State Street Blackstone Senior Loan ETF positions in Q2 2022 and 75 closed out, a net change of -1 holder.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q2 2022 was Osaic Holdings, an estimated $84.1M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q2 2022 was Franklin Resources, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2022.