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SPDR Blackstone Senior Loan ETF

518 hedge funds and large institutions have $4.66B invested in SPDR Blackstone Senior Loan ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 256 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-22
Holders Change %
-4.07%
% of All Funds
8.96%
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
168
Reduced
256
Closed
74
Calls
$5.5M
Puts
$102M
Net Calls
-$96.5M
Net Calls Change
-$44.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CWMU
151
Caliber Wealth Management (Utah)
Utah
$3.72M +$50.2K +1,229 +1%
FANJ
152
Financial Architects (New Jersey)
New Jersey
$3.69M +$3.69M +90,235 New
AWM
153
Altus Wealth Management
Kentucky
$3.67M -$51.5K -1,261 -1%
T. Rowe Price Associates
154
T. Rowe Price Associates
Maryland
$3.65M -$17.1M -418,200 -82%
EWM
155
Elmwood Wealth Management
California
$3.61M -$81.8K -2,000 -2%
H6H
156
Hightower 6M Holding
Kansas
$3.5M -$211K -5,174 -6%
GRP
157
Global Retirement Partners
California
$3.47M -$1.52M -36,825 -31%
WWM
158
Wagner Wealth Management
South Carolina
$3.46M +$527K +12,893 +18%
PBF
159
Petix & Botte Financial
California
$3.45M +$32K +783 +0.9%
VBFP
160
Valtinson Bruner Financial Planning
Minnesota
$3.36M +$242K +5,923 +8%
CIA
161
Capital Investment Advisors
Georgia
$3.33M -$67.6K -1,653 -2%
WEG
162
World Equity Group
Illinois
$3.1M +$248K +6,060 +9%
SPIA
163
Steward Partners Investment Advisory
New York
$3.1M -$50.5K -1,235 -2%
SRSA
164
S.R. Schill & Associates
Washington
$3.07M -$78.8K -1,929 -3%
CAM
165
Crestone Asset Management
Colorado
$3.06M +$997K +24,400 +48%
AIP
166
Ameritas Investment Partners
Nebraska
$3.05M +$220K +5,377 +8%
CWM
167
Capital Wealth Management
Rhode Island
$3.02M -$97.1K -2,375 -3%
VIM
168
Vista Investment Management
Pennsylvania
$3.01M -$80.1K -1,960 -3%
OMC
169
Old Mission Capital
Illinois
$2.93M +$2.93M +71,684 New
WAMC
170
Western Asset Management Company
California
$2.89M -$1.74M -42,700 -38%
AAS
171
Avantax Advisory Services
Texas
$2.86M +$205K +5,025 +8%
IAN
172
Integrated Advisors Network
Texas
$2.83M -$1.03M -25,290 -27%
BAM
173
Belpointe Asset Management
Nevada
$2.83M -$929K -22,727 -25%
AWA
174
Arete Wealth Advisors
Illinois
$2.82M +$163K +3,988 +6%
SMG
175
Smart Money Group
Texas
$2.82M -$126K -3,086 -4%