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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
CCM
176
Covington Capital Management
California
$5.26M +$5.14M +113,890 +3,741%
FA
177
FC Advisory
Pennsylvania
$5.24M -$242K -5,356 -4%
Creative Planning
178
Creative Planning
Kansas
$5.19M +$1.07M +23,654 +26%
FF
179
Financial Futures
New Jersey
$5.18M +$5.2M +115,187 New
Amundi
180
Amundi
France
$5.04M
JWCA
181
J.W. Coons Advisors
Ohio
$4.92M +$638K +14,117 +15%
JSL
182
JT Stratford LLC
Georgia
$4.92M +$4.94M +109,350 New
MML Investors Services
183
MML Investors Services
Massachusetts
$4.86M +$2.72M +60,323 +127%
HCM
184
Hilton Capital Management
New York
$4.71M -$13.9M -307,290 -75%
Koshinski Asset Management
185
Koshinski Asset Management
Illinois
$4.6M +$652K +14,437 +16%
Ameriprise
186
Ameriprise
Minnesota
$4.58M +$49.9K +1,104 +1%
Cetera Investment Advisers
187
Cetera Investment Advisers
Illinois
$4.53M +$341K +7,544 +8%
RHP
188
Royal Harbor Partners
Texas
$4.51M +$200K +4,435 +5%
SFG
189
StrategIQ Financial Group
Indiana
$4.51M +$1.55M +34,379 +52%
APWM
190
Atlas Private Wealth Management
New York
$4.5M +$148K +3,268 +3%
H6H
191
Hightower 6M Holding
Kansas
$4.47M +$4.49M +99,454 New
APC
192
Aspire Private Capital
North Carolina
$4.47M +$1.18M +26,068 +36%
CG
193
Colony Group
Massachusetts
$4.35M +$3.61M +80,022 +481%
SS
194
Simplicity Solutions
Minnesota
$4.28M +$4.3M +95,294 New
OC
195
Oarsman Capital
Wisconsin
$4.27M +$605K +13,384 +16%
BAM
196
Belpointe Asset Management
Nevada
$4.25M -$3.78M -83,655 -47%
CW
197
CreativeOne Wealth
Kansas
$4.2M +$775K +17,161 +22%
CA
198
Calton & Associates
Florida
$4.18M -$1.12M -24,721 -21%
CWA
199
Centennial Wealth Advisory
Michigan
$4.15M +$4.17M +92,230 New
CIA
200
Capital Investment Advisors
Georgia
$4.13M -$76.5K -1,693 -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.