SRLN icon

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.

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

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$339K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.26M
3
OPAM
Ocean Park Asset Management
California
$43.7M
4
PCIG
Partners Capital Investment Group
Massachusetts
$117M
5
SMM
Stadion Money Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWAG
126
ARS Wealth Advisors Group
Florida
$3.85M -$859K -20,489 -18%
TPA
127
Trivium Point Advisory
Connecticut
$3.83M +$200K +4,773 +6%
AI
128
Atria Investments
North Carolina
$3.77M +$1.54M +36,748 +69%
ECA
129
Elevated Capital Advisors
Utah
$3.77M +$361K +8,602 +11%
BCI
130
Brinker Capital Investments
Pennsylvania
$3.76M -$708K -16,883 -16%
OPS
131
Orion Portfolio Solutions
Nebraska
$3.76M -$708K -16,883 -16%
CW
132
CreativeOne Wealth
Kansas
$3.7M +$708K +16,882 +24%
VWA
133
Visionary Wealth Advisors
Illinois
$3.66M -$1.57M -37,494 -30%
CF
134
Centaurus Financial
California
$3.64M -$4.21M -100,325 -54%
Neuberger Berman Group
135
Neuberger Berman Group
New York
$3.64M -$871K -20,780 -19%
CTC
136
Central Trust Company
Missouri
$3.62M -$106K -2,531 -3%
CG
137
Cynosure Group
Utah
$3.48M +$40K +954 +1%
Truist Financial
138
Truist Financial
North Carolina
$3.45M +$424K +10,122 +14%
WB
139
Webster Bank
Connecticut
$3.44M +$489K +11,658 +17%
RBC
140
Romano Brothers & Co
Illinois
$3.31M -$1.18M -28,085 -26%
SFG
141
StrategIQ Financial Group
Indiana
$3.25M -$192K -4,587 -6%
SPIA
142
Steward Partners Investment Advisory
New York
$3.23M +$141K +3,374 +5%
BFA
143
Brendel Financial Advisors
New Hampshire
$3.19M -$38.6K -920 -1%
Amundi
144
Amundi
France
$3.14M – – –
UWM
145
USAdvisors Wealth Management
Minnesota
$3.14M -$604K -14,398 -16%
Citadel Advisors
146
Citadel Advisors
Florida
$3.11M +$3.11M +74,277 New
AFG
147
Albion Financial Group
Utah
$3.01M -$690K -16,462 -19%
DWMG
148
DB Wealth Management Group
California
$2.98M +$467K +11,128 +19%
IAN
149
Integrated Advisors Network
Texas
$2.97M +$301K +7,185 +11%
JWCA
150
J.W. Coons Advisors
Ohio
$2.96M -$492K -11,735 -14%
4 5
6
7 8