We are live on ! Find out more
SRLN icon

State Street Blackstone Senior Loan ETF
SRLN

518 hedge funds and large institutions have $4.66B invested in State Street Blackstone Senior Loan ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 169 increasing their positions, 256 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 540 → 518 (-22)

6.79% less ownership

Funds ownership: 74.5% → 67.72% (-6.8%)

24% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 74

26% less capital invested

Capital invested by funds: $6.29B → $4.66B (-$1.62B)

28% less funds holding in top 10

Funds holding in top 10: 61 → 44 (-17)

34% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 256

95% less call options, than puts

Call options by funds: $5.5M | Put options by funds: $102M

Holders
518
Holders Change
-22
Holders Change %
-4.07%
% of All Funds
8.92%
Holding in Top 10
44
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-27.87%
% of All Funds
0.76%
New
56
Increased
169
Reduced
256
Closed
74
Calls
$5.5M
Puts
$102M
Net Calls
-$96.5M
Net Calls Change
-$44.2M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$36.9M
2
AHC
Adell Harriman & Carpenter
Texas
+$15M
3
US Bancorp
US Bancorp
Minnesota
+$10.6M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.67M
5
JP Morgan Chase
JP Morgan Chase
New York
+$5.73M

Top Sellers

1
LPL Financial
LPL Financial
California
-$392M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$190M
3
EVM
Eaton Vance Management
Massachusetts
-$123M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$119M
5
AIA
Angeles Investment Advisors
California
-$47M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGP
126
Entrust Global Partners
New York
$5.01M -$197K -4,663 -4%
WCM
127
Windsor Capital Management
Arizona
$4.88M +$56.6K +1,338 +1%
BPA
128
Beacon Pointe Advisors
California
$4.85M -$3.34M -78,948 -40%
WIM
129
WealthPlan Investment Management
Nebraska
$4.83M +$4.99M +117,860 New
JWCA
130
J.W. Coons Advisors
Ohio
$4.62M +$59.8K +1,412 +1%
RWA
131
Rainsberger Wealth Advisors
Colorado
$4.62M +$4.79M +113,109 New
MML Investors Services
132
MML Investors Services
Massachusetts
$4.6M +$12.7K +300 +0.3%
APA
133
American Portfolios Advisors
New York
$4.53M -$909K -21,470 -16%
MA
134
MCF Advisors
Kentucky
$4.51M -$20.3M -478,873 -81%
UWM
135
USAdvisors Wealth Management
Minnesota
$4.49M +$40K +945 +0.9%
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$4.47M -$449K -10,610 -9%
BWG
137
Beta Wealth Group
California
$4.46M -$238K -5,629 -5%
KFP
138
KMG Fiduciary Partners
Ohio
$4.45M +$2.29M +54,019 +99%
CF
139
Centaurus Financial
California
$4.44M +$3.63M +85,626 +372%
SFG
140
StrategIQ Financial Group
Indiana
$4.27M +$104K +2,450 +2%
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$4.23M -$58.6K -1,383 -1%
YIA
142
YHB Investment Advisors
Connecticut
$4.07M -$2.4M -56,802 -36%
CG
143
Colony Group
Massachusetts
$4.06M +$3.81K +90 +0.1%
APC
144
Aspire Private Capital
North Carolina
$4.05M +$3.6K +85 +0.1%
JSL
145
JT Stratford LLC
Georgia
$3.98M -$3.57M -84,252 -46%
MWM
146
Mascoma Wealth Management
New Hampshire
$3.94M +$687K +16,229 +20%
WS
147
Wedbush Securities
California
$3.92M +$89.3K +2,110 +2%
1CP
148
1607 Capital Partners
Virginia
$3.83M -$1.27M -29,900 -24%
Amundi
149
Amundi
France
$3.81M +$3.9M +92,214 New
CA
150
Calton & Associates
Florida
$3.79M -$128K -3,032 -3%
4 5
6
7 8

SRLN Hedge Fund Activity: Q3 2022 in Review

518 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q3 2022, worth a combined $4.66B — down 26% from $6.29B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of SRLN and 56 opened new positions — a net loss of 18 holders — while 256 trimmed existing stakes and 169 added.

The largest buyer was Lord, Abbett & Co, adding an estimated $36.9M. The largest seller was LPL Financial, cutting an estimated $392M.

  • 518 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q3 2022, down from 540 in Q2 2022.
  • Funds reported $4.66B of State Street Blackstone Senior Loan ETF stock for Q3 2022, down 26% quarter-over-quarter.
  • 56 funds opened new State Street Blackstone Senior Loan ETF positions in Q3 2022 and 74 closed out, a net change of -18 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q3 2022 was Lord, Abbett & Co, an estimated $36.9M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q3 2022 was LPL Financial, an estimated $392M sold.

Based on aggregated 13F filings for Q3 2022.