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State Street Blackstone Senior Loan ETF
SRLN

222 hedge funds and large institutions have $1.68B invested in State Street Blackstone Senior Loan ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 75 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 23

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

43% more capital invested

Capital invested by funds: $1.18B → $1.68B (+$504M)

14% more funds holding

Funds holding: 194 → 222 (+28)

12% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 67

0.97% more ownership

Funds ownership: 75.5% → 76.47% (+0.97%)

Holders
222
Holders Change
+28
Holders Change %
+14.43%
% of All Funds
3.93%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
54
Increased
75
Reduced
67
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Grimes & Company
Massachusetts
+$82.3M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$56.2M
3
Goldman Sachs
Goldman Sachs
New York
+$41.3M
4
AWA
ARS Wealth Advisors
Florida
+$32.3M
5
PAG
Pinnacle Advisory Group
Maryland
+$29.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$15.2M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$6.6M
3
MD
Money Design
Japan
-$5.19M
4
NA
Nottingham Advisors
New York
-$4.94M
5
FF
Friedenthal Financial
New Jersey
-$4.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
201
Hexagon Capital Partners
Arkansas
$27K – – –
CCM
202
Cribstone Capital Management
Maine
$26K +$26K +579 New
VRM
203
Vectors Research Management
New York
$16K – – –
CAL
204
Capital Analysts LLC
Pennsylvania
$14K – – –
ASN
205
Advisory Services Network
Georgia
$11K +$45 +1 +0.4%
CAAS
206
Capital Asset Advisory Services
Michigan
$11K +$11K +245 New
KFS
207
Kelly Financial Services
Massachusetts
$10.2K +$10.1K +224 New
NC
208
NewSquare Capital
Pennsylvania
$10K -$25K -555 -71%
IA
209
IFP Advisors
Florida
$9K -$4.68K -104 -35%
CFA
210
Carroll Financial Associates
North Carolina
$9K +$135 +3 +1%
SFS
211
Sowell Financial Services
Arkansas
$6K -$6.7K -149 -52%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
FHA
213
First Horizon Advisors
Tennessee
$5K +$4.9K +109 New
TFGT
214
TS Financial Group (TSFG)
Illinois
$4K – – –
VFA
215
Valeo Financial Advisors
Indiana
$4K – – –
GTAM
216
Global Trust Asset Management
Florida
$4K +$45 +1 +1%
AWM
217
AllSquare Wealth Management
New York
$3K – – –
MRCM
218
M&R Capital Management
New Jersey
$3K – – –
APWA
219
Atlas Private Wealth Advisors
New Jersey
$2K – – –
JFA
220
JNBA Financial Advisors
Minnesota
$2K – – –
GA
221
GoalVest Advisory
New York
$2K +$1.62K +36 New
RWA
222
Redhawk Wealth Advisors
Minnesota
– -$6.6M -147,650 Closed
FF
223
Friedenthal Financial
New Jersey
– -$4.69M -104,808 Closed
BNP Paribas Financial Markets
224
BNP Paribas Financial Markets
France
– -$3.57M -79,935 Closed
American Century Companies
225
American Century Companies
Missouri
– -$2.38M -53,300 Closed
6 7 8
9
10

SRLN Hedge Fund Activity: Q4 2020 in Review

222 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q4 2020, worth a combined $1.68B — up 43% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SRLN positions and 23 closed out — a net gain of 31 holders — while 75 added to existing stakes and 67 trimmed.

The largest buyer was Grimes & Company, adding an estimated $82.3M. The largest seller was JP Morgan Chase, cutting an estimated $15.2M.

  • 222 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q4 2020, up from 194 in Q3 2020.
  • Funds reported $1.68B of State Street Blackstone Senior Loan ETF stock for Q4 2020, up 43% quarter-over-quarter.
  • 54 funds opened new State Street Blackstone Senior Loan ETF positions in Q4 2020 and 23 closed out, a net change of +31 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q4 2020 was Grimes & Company, an estimated $82.3M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q4 2020 was JP Morgan Chase, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2020.