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State Street Blackstone Senior Loan ETF

548 hedge funds and large institutions have $7.82B invested in State Street Blackstone Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 261 increasing their positions, 126 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 45

107% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 126

36% more funds holding in top 10

Funds holding in top 10: 5068 (+18)

23% more capital invested

Capital invested by funds: $6.38B → $7.82B (+$1.44B)

17% more funds holding

Funds holding: 469548 (+79)

5.35% more ownership

Funds ownership: 71.87%77.22% (+5.4%)

61% less call options, than puts

Call options by funds: $625K | Put options by funds: $1.59M

Holders
548
Holders Change
+79
Holders Change %
+16.84%
% of All Funds
8.64%
Holding in Top 10
68
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+36%
% of All Funds
1.07%
New
131
Increased
261
Reduced
126
Closed
45
Calls
$625K
Puts
$1.59M
Net Calls
-$962K
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
151
NewEdge Advisors
Louisiana
$7.49M +$3.51M +77,666 +87%
QFA
152
Quattro Financial Advisors
Texas
$7.22M +$147K +3,248 +2%
NW
153
NewEdge Wealth
Pennsylvania
$7.21M +$895K +19,815 +14%
Loomis, Sayles & Company
154
Loomis, Sayles & Company
Massachusetts
$7.05M -$488K -10,793 -6%
APC
155
Aristotle Pacific Capital
California
$6.96M -$26.2M -580,403 -79%
Sumitomo Mitsui Trust Group
156
Sumitomo Mitsui Trust Group
Japan
$6.94M -$382K -8,452 -5%
HW
157
Hedeker Wealth
Illinois
$6.92M +$1.21M +26,689 +21%
FFA
158
Fragasso Financial Advisors
Pennsylvania
$6.87M +$6.9M +152,782 New
1WM
159
1900 Wealth Management
Texas
$6.7M -$3.59M -79,540 -35%
PP
160
Prudential plc
United Kingdom
$6.46M +$1.23M +27,120 +23%
WAMC
161
Western Asset Management Company
California
$6.38M -$3.33M -73,697 -34%
AFG
162
Albion Financial Group
Utah
$6.11M -$135K -2,994 -2%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$6.08M +$563K +12,455 +10%
JG
164
Jefferies Group
New York
$5.8M +$5.83M +129,029 New
DA
165
Detalus Advisors
Missouri
$5.75M +$5.77M +127,834 New
YIA
166
YHB Investment Advisors
Connecticut
$5.74M +$1.75M +38,814 +44%
CA
167
Cornerstone Advisory
Maryland
$5.64M -$536K -11,875 -9%
FIM
168
Freedom Investment Management
Connecticut
$5.59M -$3.59M -79,552 -39%
B
169
Bensler
Washington
$5.59M +$5.61M +124,231 New
IAN
170
Integrated Advisors Network
Texas
$5.47M +$4.21M +93,246 +328%
BFA
171
Brendel Financial Advisors
New Hampshire
$5.4M +$770K +17,050 +17%
GRP
172
Global Retirement Partners
California
$5.35M +$5.66M +125,356 New
OC
173
Oppenheimer & Co
New York
$5.32M +$243K +5,381 +5%
CCMG
174
Clark Capital Management Group
Pennsylvania
$5.3M +$232K +5,137 +5%
WCM
175
Windsor Capital Management
Arizona
$5.29M +$87.4K +1,935 +2%

SRLN Hedge Fund Activity: Q1 2022 in Review

548 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q1 2022, worth a combined $7.82B — up 23% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new SRLN positions and 45 closed out — a net gain of 86 holders — while 261 added to existing stakes and 126 trimmed.

The largest buyer was LPL Financial, adding an estimated $687M. The largest seller was Goldman Sachs, cutting an estimated $328M.

  • 548 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q1 2022, up from 469 in Q4 2021.
  • Funds reported $7.82B of State Street Blackstone Senior Loan ETF stock for Q1 2022, up 23% quarter-over-quarter.
  • 131 funds opened new State Street Blackstone Senior Loan ETF positions in Q1 2022 and 45 closed out, a net change of +86 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q1 2022 was LPL Financial, an estimated $687M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q1 2022 was Goldman Sachs, an estimated $328M sold.

Based on aggregated 13F filings for Q1 2022.