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State Street Blackstone Senior Loan ETF

352 hedge funds and large institutions have $4.38B invested in State Street Blackstone Senior Loan ETF in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 177 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 23

228% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 54

49% more capital invested

Capital invested by funds: $2.93B → $4.38B (+$1.45B)

45% more funds holding in top 10

Funds holding in top 10: 2029 (+9)

21% more funds holding

Funds holding: 291352 (+61)

4.97% less ownership

Funds ownership: 75.82%70.85% (-5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $398K

Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
6.13%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.5%
New
89
Increased
177
Reduced
54
Closed
23
Calls
Puts
$398K
Net Calls
-$398K
Net Calls Change
-$69K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
176
AJ Wealth Strategies
New York
$1.52M -$108K -2,357 -7%
JWCA
177
J.W. Coons Advisors
Ohio
$1.51M +$741K +16,120 +97%
DWM
178
Dakota Wealth Management
Florida
$1.51M +$81.5K +1,773 +6%
SS
179
Simplicity Solutions
Minnesota
$1.44M +$1.2M +26,144 +533%
PAS
180
Park Avenue Securities
New York
$1.41M +$1.2M +26,156 +595%
UR
181
USCA RIA
Texas
$1.38M -$50.7K -1,103 -4%
CC
182
Courier Capital
New York
$1.27M +$768K +16,695 +154%
CWMU
183
Caliber Wealth Management (Utah)
Utah
$1.23M +$1.22M +26,499 New
DP
184
Denver PWM
Colorado
$1.2M +$576K +12,535 +93%
NA
185
NewEdge Advisors
Louisiana
$1.2M +$579K +12,581 +95%
TA
186
Tiedemann Advisors
New York
$1.18M +$1.17M +25,500 New
KFS
187
Kelly Financial Services
Massachusetts
$1.18M +$2.5M +54,394 New
TFA
188
Tranquilli Financial Advisor
New Jersey
$1.17M -$67.5K -1,467 -5%
BRWA
189
B. Riley Wealth Advisors
Florida
$1.17M +$78.8K +1,713 +7%
HIP
190
HUB Investment Partners
Texas
$1.01M +$999K +21,725 New
RW
191
RVW Wealth
California
$1M +$358K +7,789 +46%
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$998K -$3.39M -73,795 -77%
CW
193
CreativeOne Wealth
Kansas
$967K +$961K +20,894 New
HAS
194
HBW Advisory Services
California
$962K +$5.89K +128 +0.6%
CAN
195
Cetera Advisor Networks
California
$959K +$952K +20,707 New
ARC
196
Advisor Resource Council
Texas
$943K +$937K +20,368 New
EWF
197
Epstein & White Financial
California
$937K -$102K -2,208 -10%
CWA
198
Clearview Wealth Advisors
Oregon
$928K +$921K +20,039 New
IAN
199
Integrated Advisors Network
Texas
$923K -$164K -3,573 -15%
GWM
200
Greenwich Wealth Management
Connecticut
$919K +$913K +19,849 New

SRLN Hedge Fund Activity: Q2 2021 in Review

352 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q2 2021, worth a combined $4.38B — up 49% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SRLN positions and 23 closed out — a net gain of 66 holders — while 177 added to existing stakes and 54 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $224M. The largest seller was State of Tennessee, Department of Treasury, cutting an estimated $54.2M.

  • 352 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q2 2021, up from 291 in Q1 2021.
  • Funds reported $4.38B of State Street Blackstone Senior Loan ETF stock for Q2 2021, up 49% quarter-over-quarter.
  • 89 funds opened new State Street Blackstone Senior Loan ETF positions in Q2 2021 and 23 closed out, a net change of +66 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q2 2021 was Goldman Sachs, an estimated $224M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q2 2021 was State of Tennessee, Department of Treasury, an estimated $54.2M sold.

Based on aggregated 13F filings for Q2 2021.