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SPDR Blackstone Senior Loan ETF
SRLN

Overview Fund Activity

389 hedge funds and large institutions have $5.35B invested in SPDR Blackstone Senior Loan ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 223 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+36
Holders Change %
+10.2%
% of All Funds
6.83%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.65%
New
65
Increased
223
Reduced
67
Closed
19
Calls
$465K
Puts
$512K
Net Calls
-$47K
Net Calls Change
+$351K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$192M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$235M
3
SCM
3
SCS Capital Management
Massachusetts
$98.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$228M
5
Morgan Stanley
5
Morgan Stanley
New York
$250M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$624M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$16.1M
3
Bank of America
3
Bank of America
North Carolina
$179M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$4.59M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
151
Redhawk Wealth Advisors
Minnesota
$3.68M +$3.68M +79,890 New
SAM
152
Stringer Asset Management
Tennessee
$3.63M +$34.1K +742 +0.9%
LFPWM
153
Leicht Financial Planning & Wealth Management
New Jersey
$3.49M +$171K +3,711 +5%
OC
154
Oarsman Capital
Wisconsin
$3.45M +$102K +2,214 +3%
TPCM
155
Three Peaks Capital Management
Colorado
$3.42M – – –
BWAM
156
Boyd Watterson Asset Management
Ohio
$3.4M -$59.2K -1,287 -2%
FIM
157
Freedom Investment Management
Connecticut
$3.39M +$64.1K +1,393 +2%
FC
158
Fusion Capital
South Carolina
$3.33M -$160K -3,483 -5%
APC
159
Aspire Private Capital
North Carolina
$3.31M -$165K -3,583 -5%
VBFP
160
Valtinson Bruner Financial Planning
Minnesota
$3.27M +$207K +4,504 +7%
CWM
161
Capital Wealth Management
Rhode Island
$3.23M +$240K +5,213 +8%
MWC
162
MBM Wealth Consultants
Missouri
$3.11M +$3.11M +67,511 New
VIM
163
Vista Investment Management
Pennsylvania
$3.09M +$152K +3,311 +5%
Millennium Management
164
Millennium Management
New York
$3.08M -$1.59M -34,480 -34%
JWCA
165
J.W. Coons Advisors
Ohio
$3.05M +$1.55M +33,763 +103%
SRSA
166
S.R. Schill & Associates
Washington
$3M +$45.4K +986 +2%
RC
167
Roundview Capital
New Jersey
$2.85M +$551K +11,982 +24%
CAG
168
Curtis Advisory Group
California
$2.82M +$14.4K +312 +0.5%
SPIA
169
Steward Partners Investment Advisory
New York
$2.73M +$10.3K +223 +0.4%
AWA
170
Arete Wealth Advisors
Illinois
$2.71M +$196K +4,263 +8%
AssetMark Inc
171
AssetMark Inc
California
$2.68M -$222K -4,831 -8%
CFGF
172
Compass Financial Group (Florida)
Florida
$2.67M -$24.1K -523 -0.9%
TCBWMS
173
Texas Capital Bank Wealth Management Services
Texas
$2.51M +$2.51M +54,590 New
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$2.36M +$59.1K +1,285 +3%
NA
175
NewEdge Advisors
Louisiana
$2.3M +$1.11M +24,126 +93%
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7
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