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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
ACM
201
Ategra Capital Management
Virginia
$4.12M -$206K -4,568 -5%
EWM
202
Elmwood Wealth Management
California
$4.03M +$229K +5,072 +6%
SWP
203
ShoreHaven Wealth Partners
New Jersey
$4.03M -$4.97K -110 -0.1%
CB
204
Community Bank
New York
$3.95M +$29.7K +657 +0.8%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$3.92M -$3.45M -76,273 -47%
AWM
206
Altus Wealth Management
Kentucky
$3.85M +$3.44M +76,133 +809%
AWE
207
Avidian Wealth Enterprises
Texas
$3.83M +$452K +10,004 +13%
VIA
208
Vident Investment Advisory
Georgia
$3.78M +$731K +16,180 +24%
CWMU
209
Caliber Wealth Management (Utah)
Utah
$3.72M -$68.8K -1,522 -2%
WS
210
Wedbush Securities
California
$3.72M +$2.38M +52,630 +175%
VIM
211
Vista Investment Management
Pennsylvania
$3.72M +$668K +14,778 +22%
SRSA
212
S.R. Schill & Associates
Washington
$3.66M +$575K +12,721 +19%
MWC
213
MBM Wealth Consultants
Missouri
$3.6M +$172K +3,815 +5%
AWM
214
Axxcess Wealth Management
California
$3.55M +$2.33M +51,645 +190%
SPIA
215
Steward Partners Investment Advisory
New York
$3.5M +$823K +18,220 +31%
Manulife (Manufacturers Life Insurance)
216
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.48M +$277K +6,133 +9%
AF
217
Advisornet Financial
Minnesota
$3.44M -$3.68M -81,367 -52%
CWM
218
Capital Wealth Management
Rhode Island
$3.44M +$249K +5,506 +8%
BDF
219
Black Diamond Financial
Maryland
$3.44M +$1.29M +28,552 +60%
VBFP
220
Valtinson Bruner Financial Planning
Minnesota
$3.36M +$293K +6,491 +9%
KAS
221
Kestra Advisory Services
Texas
$3.29M +$2.34M +51,731 +242%
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$3.26M -$223K -4,927 -6%
EDRH
223
Edmond de Rothschild Holding
Switzerland
$3.25M +$3.27M +72,379 New
CCM
224
Canal Capital Management
Virginia
$3.24M -$703K -15,555 -18%
DADC
225
D.A. Davidson & Co
Montana
$3.23M +$1.63M +35,978 +100%

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.