We are live on ! Find out more
SRLN icon

State Street Blackstone Senior Loan ETF

482 hedge funds and large institutions have $3.41B invested in State Street Blackstone Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 236 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.11% less ownership

Funds ownership: 70.18%67.07% (-3.1%)

6% less funds holding

Funds holding: 513482 (-31)

26% less capital invested

Capital invested by funds: $4.61B → $3.41B (-$1.2B)

32% less funds holding in top 10

Funds holding in top 10: 3121 (-10)

34% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 73

39% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 236

93% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $25.2M

Holders
482
Holders Change
-31
Holders Change %
-6.04%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.33%
New
48
Increased
144
Reduced
236
Closed
73
Calls
$1.81M
Puts
$25.2M
Net Calls
-$23.4M
Net Calls Change
+$65.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
201
Paladin Advisory Group
Iowa
$1.59M +$1.6M +38,394 New
PMA
202
Prudent Man Advisors
Illinois
$1.59M
ASN
203
Advisory Services Network
Georgia
$1.58M -$89.7K -2,157 -5%
DADC
204
D.A. Davidson & Co
Montana
$1.55M -$80.1K -1,924 -5%
IFG
205
Independent Financial Group
California
$1.54M +$196K +4,705 +14%
Cerity Partners
206
Cerity Partners
New York
$1.54M +$316K +7,598 +26%
GSIAS
207
Garden State Investment Advisory Services
New Jersey
$1.52M -$1.03M -24,753 -40%
NAM
208
NTV Asset Management
West Virginia
$1.51M -$216K -5,180 -12%
AWM
209
Accel Wealth Management
Iowa
$1.49M +$176K +4,240 +13%
IWA
210
Inspirion Wealth Advisors
Illinois
$1.48M -$5.45M -131,049 -79%
CC
211
Courier Capital
New York
$1.48M -$192K -4,625 -11%
CFGS
212
Concourse Financial Group Securities
Alabama
$1.48M -$336K -8,081 -18%
TA
213
TFG Advisers
Michigan
$1.48M +$127K +3,046 +9%
VBFP
214
Valtinson Bruner Financial Planning
Minnesota
$1.47M -$361K -8,675 -20%
CAG
215
Crestwood Advisors Group
Massachusetts
$1.43M -$324K -7,792 -18%
SFPG
216
Stonebridge Financial Planning Group
Florida
$1.43M -$629K -15,117 -30%
FAIM
217
Financial Advocates Investment Management
Washington
$1.43M -$747K -17,949 -34%
PA
218
PFG Advisors
Arizona
$1.41M +$971K +23,337 +217%
PA
219
Parallel Advisors
California
$1.37M -$2.01M -48,421 -59%
DP
220
Denver PWM
Colorado
$1.36M +$243K +5,842 +21%
FIM
221
Freedom Investment Management
Connecticut
$1.35M -$26.1K -627 -2%
HWM
222
Howard Wealth Management
Connecticut
$1.3M -$218K -5,236 -14%
GC
223
Grimes & Company
Massachusetts
$1.29M -$374 -9 -0%
TPWM
224
Twelve Points Wealth Management
Massachusetts
$1.27M +$380K +9,141 +42%
Invesco
225
Invesco
Georgia
$1.25M -$111K -2,659 -8%

SRLN Hedge Fund Activity: Q1 2023 in Review

482 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q1 2023, worth a combined $3.41B — down 26% from $4.61B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of SRLN and 48 opened new positions — a net loss of 25 holders — while 236 trimmed existing stakes and 144 added.

The largest buyer was Jane Street, opening a new position worth an estimated $112M. The largest seller was LPL Financial, cutting an estimated $252M.

  • 482 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q1 2023, down from 513 in Q4 2022.
  • Funds reported $3.41B of State Street Blackstone Senior Loan ETF stock for Q1 2023, down 26% quarter-over-quarter.
  • 48 funds opened new State Street Blackstone Senior Loan ETF positions in Q1 2023 and 73 closed out, a net change of -25 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q1 2023 was Jane Street, an estimated $112M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q1 2023 was LPL Financial, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2023.