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State Street Blackstone Senior Loan ETF

194 hedge funds and large institutions have $1.18B invested in State Street Blackstone Senior Loan ETF in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

22% more capital invested

Capital invested by funds: $968M → $1.18B (+$213M)

19% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 59

10% more funds holding

Funds holding: 177194 (+17)

7.76% more ownership

Funds ownership: 67.74%75.5% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
194
Holders Change
+17
Holders Change %
+9.6%
% of All Funds
3.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
38
Increased
70
Reduced
59
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$14K +$89 +2 +0.7%
CAL
177
Capital Analysts LLC
Pennsylvania
$13K -$13.1K -296 -50%
SFS
178
Sowell Financial Services
Arkansas
$13K +$5.32K +120 +71%
GFPC
179
Global Financial Private Client
Florida
$12.1K
ASN
180
Advisory Services Network
Georgia
$11K +$10.8K +244 New
CFA
181
Carroll Financial Associates
North Carolina
$9K +$133 +3 +1%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$6K
APA
183
American Portfolios Advisors
New York
$5.59K
FHA
184
Flagship Harbor Advisors
Massachusetts
$4K -$415K -9,349 -99%
TFGT
185
TS Financial Group (TSFG)
Illinois
$4K
VFA
186
Valeo Financial Advisors
Indiana
$4K
GTAM
187
Global Trust Asset Management
Florida
$4K +$44 +1 +1%
AWM
188
AllSquare Wealth Management
New York
$3K
MRCM
189
M&R Capital Management
New Jersey
$3K
Koshinski Asset Management
190
Koshinski Asset Management
Illinois
$2.97K -$172K -3,869 -6%
APWA
191
Atlas Private Wealth Advisors
New Jersey
$2K
JFA
192
JNBA Financial Advisors
Minnesota
$2K
AWM
193
Avior Wealth Management
Nebraska
$1K -$7.98K -180 -83%
LFG
194
Larson Financial Group
Missouri
$1K
Federated Hermes
195
Federated Hermes
Pennsylvania
-$31M -715,000 Closed
BDS
196
Banco de Sabadell
Florida
-$6.19M -143,256 Closed
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
-$3.6M -83,048 Closed
Blackstone Inc
198
Blackstone Inc
New York
-$2.12M -48,888 Closed
IC
199
Innealta Capital
Texas
-$1.86M -42,814 Closed
OMC
200
Old Mission Capital
Illinois
-$1.3M -30,073 Closed

SRLN Hedge Fund Activity: Q3 2020 in Review

194 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q3 2020, worth a combined $1.18B — up 22% from $968M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SRLN positions and 19 closed out — a net gain of 19 holders — while 70 added to existing stakes and 59 trimmed.

The largest buyer was Bank of America, adding an estimated $73.1M. The largest seller was Federated Hermes, exiting entirely with an estimated $31M sold.

  • 194 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q3 2020, up from 177 in Q2 2020.
  • Funds reported $1.18B of State Street Blackstone Senior Loan ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 38 funds opened new State Street Blackstone Senior Loan ETF positions in Q3 2020 and 19 closed out, a net change of +19 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q3 2020 was Bank of America, an estimated $73.1M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q3 2020 was Federated Hermes, an estimated $31M sold.

Based on aggregated 13F filings for Q3 2020.