We are live on ! Find out more
SRLN icon

State Street Blackstone Senior Loan ETF

451 hedge funds and large institutions have $3.2B invested in State Street Blackstone Senior Loan ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

0.32% more ownership

Funds ownership: 72.21%72.53% (+0.32%)

1% less capital invested

Capital invested by funds: $3.23B → $3.2B (-$23.1M)

3% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 40

9% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 188

2% less funds holding

Funds holding: 459451 (-8)

97% less call options, than puts

Call options by funds: $566K | Put options by funds: $21.4M

Holders
451
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.16%
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
171
Reduced
188
Closed
40
Calls
$566K
Puts
$21.4M
Net Calls
-$20.8M
Net Calls Change
+$229K
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
126
J.W. Coons Advisors
Ohio
$3.45M -$55.4K -1,325 -2%
SFG
127
StrategIQ Financial Group
Indiana
$3.45M -$163K -3,896 -5%
CG
128
Cynosure Group
Utah
$3.44M +$746K +17,850 +28%
ECA
129
Elevated Capital Advisors
Utah
$3.41M +$41.9K +1,003 +1%
PP
130
Prudential plc
United Kingdom
$3.36M -$378K -9,050 -10%
FSI
131
Flow State Investments
Illinois
$3.31M +$2.68M +64,000 +427%
SWP
132
Stratos Wealth Partners
Ohio
$3.29M -$1.17M -28,054 -26%
BFA
133
Brendel Financial Advisors
New Hampshire
$3.23M +$364K +8,710 +13%
1WM
134
1900 Wealth Management
Texas
$3.19M +$120K +2,870 +4%
Amundi
135
Amundi
France
$3.12M -$2.09M -50,000 -40%
SPIA
136
Steward Partners Investment Advisory
New York
$3.09M +$65.9K +1,577 +2%
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$3.08M +$51.5K +1,231 +2%
Truist Financial
138
Truist Financial
North Carolina
$3.03M +$247K +5,896 +9%
CW
139
CreativeOne Wealth
Kansas
$2.99M -$213K -5,095 -7%
HA
140
Hofer & Associates
California
$2.96M +$6.36K +152 +0.2%
WB
141
Webster Bank
Connecticut
$2.95M +$4.72K +113 +0.2%
AWS
142
Atria Wealth Solutions
New York
$2.95M +$41.8K +1,000 +1%
PAG
143
Private Advisor Group
New Jersey
$2.89M -$225K -5,387 -7%
WPW
144
Watershed Private Wealth
Illinois
$2.81M -$19.7K -472 -0.7%
NW
145
NewEdge Wealth
Pennsylvania
$2.8M -$148K -3,530 -5%
Mirae Asset Global Investments
146
Mirae Asset Global Investments
South Korea
$2.73M +$50.2K +1,200 +2%
VBFP
147
Valtinson Bruner Financial Planning
Minnesota
$2.69M +$65.6K +1,569 +3%
BWG
148
Beta Wealth Group
California
$2.67M -$2.11M -50,552 -44%
APC
149
Aspire Private Capital
North Carolina
$2.67M -$22.2K -530 -0.8%
IAN
150
Integrated Advisors Network
Texas
$2.66M +$493K +11,801 +23%

SRLN Hedge Fund Activity: Q3 2023 in Review

451 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q3 2023, worth a combined $3.2B — down 0.71% from $3.23B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SRLN and 39 opened new positions — a net loss of 1 holder — while 188 trimmed existing stakes and 171 added.

The largest buyer was State of Tennessee, Department of Treasury, adding an estimated $65.4M. The largest seller was Goldman Sachs, cutting an estimated $42.8M.

  • 451 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q3 2023, down from 459 in Q2 2023.
  • Funds reported $3.2B of State Street Blackstone Senior Loan ETF stock for Q3 2023, down 0.71% quarter-over-quarter.
  • 39 funds opened new State Street Blackstone Senior Loan ETF positions in Q3 2023 and 40 closed out, a net change of -1 holder.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q3 2023 was State of Tennessee, Department of Treasury, an estimated $65.4M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q3 2023 was Goldman Sachs, an estimated $42.8M sold.

Based on aggregated 13F filings for Q3 2023.