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State Street Blackstone Senior Loan ETF

192 hedge funds and large institutions have $1.13B invested in State Street Blackstone Senior Loan ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 85 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2.73% more ownership

Funds ownership: 72.62%75.34% (+2.7%)

12% less funds holding

Funds holding: 219192 (-27)

28% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 85

40% less capital invested

Capital invested by funds: $1.86B → $1.13B (-$738M)

44% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 48

Holders
192
Holders Change
-27
Holders Change %
-12.33%
% of All Funds
4.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
27
Increased
61
Reduced
85
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCI
201
Stableford Capital II
Arizona
-$1.75M -37,498 Closed
WF
202
Welch & Forbes
Massachusetts
-$1.59M -34,230 Closed
EH
203
Equitable Holdings
New York
-$1.56M -33,575 Closed
GLR
204
Great Lakes Retirement
Ohio
-$1.38M -29,646 Closed
WP
205
WealthSource Partners
California
-$1.35M -29,067 Closed
GI
206
Glovista Investments
New Jersey
-$1.31M -28,180 Closed
RA
207
RFG Advisory
Alabama
-$1.22M -26,121 Closed
CA
208
Cetera Advisors
Colorado
-$992K -21,307 Closed
SG Americas Securities
209
SG Americas Securities
New York
-$703K -15,100 Closed
WS
210
Wedbush Securities
California
-$669K -14,360 Closed
IFA
211
Interactive Financial Advisors
Illinois
-$642K -13,790 Closed
JWCA
212
J.W. Cole Advisors
Florida
-$641K -13,760 Closed
GWM
213
Greenwich Wealth Management
Connecticut
-$597K -12,814 Closed
B
214
Bailard
California
-$584K -12,545 Closed
WP
215
WealthPLAN Partners
Nebraska
-$520K -11,197 Closed
BAM
216
Bruderman Asset Management
New York
-$496K -10,632 Closed
SAM
217
Silphium Asset Management
United Kingdom
-$489K -10,500 Closed
HIIFS
218
Harel Insurance Investments & Financial Services
Israel
-$466K -10,000 Closed
HIM
219
Hanlon Investment Management
New Jersey
-$462K -9,927 Closed
HBWM
220
Hollow Brook Wealth Management
New York
-$430K -9,222 Closed
IC
221
Innealta Capital
Texas
-$338K -7,247 Closed
G
222
GenTrust
Florida
-$297K -6,372 Closed
IAP
223
Indie Asset Partners
Indiana
-$279K -6,000 Closed
SSWM
224
Sheets Smith Wealth Management
North Carolina
-$273K -5,852 Closed
BWA
225
BlueSky Wealth Advisors
North Carolina
-$264K -5,632 Closed

SRLN Hedge Fund Activity: Q1 2020 in Review

192 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q1 2020, worth a combined $1.13B — down 40% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of SRLN and 27 opened new positions — a net loss of 21 holders — while 85 trimmed existing stakes and 61 added.

The largest buyer was Sunbelt Securities, adding an estimated $79.7M. The largest seller was Goldman Sachs, cutting an estimated $395M.

  • 192 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q1 2020, down from 219 in Q4 2019.
  • Funds reported $1.13B of State Street Blackstone Senior Loan ETF stock for Q1 2020, down 40% quarter-over-quarter.
  • 27 funds opened new State Street Blackstone Senior Loan ETF positions in Q1 2020 and 48 closed out, a net change of -21 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q1 2020 was Sunbelt Securities, an estimated $79.7M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q1 2020 was Goldman Sachs, an estimated $395M sold.

Based on aggregated 13F filings for Q1 2020.