We are live on ! Find out more
SRLN icon

State Street Blackstone Senior Loan ETF

291 hedge funds and large institutions have $2.93B invested in State Street Blackstone Senior Loan ETF in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 122 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 21

154% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 48

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

74% more capital invested

Capital invested by funds: $1.68B → $2.93B (+$1.24B)

31% more funds holding

Funds holding: 222291 (+69)

0.66% less ownership

Funds ownership: 76.47%75.82% (-0.66%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $329K

Holders
291
Holders Change
+69
Holders Change %
+31.08%
% of All Funds
5.11%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.35%
New
96
Increased
122
Reduced
48
Closed
21
Calls
Puts
$329K
Net Calls
-$329K
Net Calls Change
-$329K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$515M +$427M +9,299,065 +474%
Bank of America
2
Bank of America
North Carolina
$223M +$69.6M +1,516,843 +45%
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$121M +$76.4M +1,666,011 +170%
Morgan Stanley
4
Morgan Stanley
New York
$111M +$36M +785,040 +48%
GC
5
Grimes & Company
Massachusetts
$93.2M +$8.95M +194,963 +11%
EVM
6
Eaton Vance Management
Massachusetts
$88.9M -$59.1M -1,288,750 -40%
Federated Hermes
7
Federated Hermes
Pennsylvania
$84.6M +$27.5M +600,000 +48%
JP Morgan Chase
8
JP Morgan Chase
New York
$70.5M +$7.54M +164,409 +12%
GI
9
Gradient Investments
Minnesota
$69.2M +$69.3M +1,510,518 +52,576%
PAG
10
Pinnacle Advisory Group
Maryland
$62.6M +$32.2M +701,797 +105%
UBS Group
11
UBS Group
Switzerland
$57.6M +$15.8M +343,817 +38%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$55.2M +$25.2M +549,323 +83%
Ensign Peak Advisors
13
Ensign Peak Advisors
Utah
$54.9M +$55.1M +1,200,000 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$54.3M -$3.21M -69,890 -6%
IA
15
IndexIQ Advisors
New York
$51.9M +$17.7M +385,656 +51%
CI
16
Conning Inc
Connecticut
$50.7M
Wells Fargo
17
Wells Fargo
California
$47M +$20.9M +455,319 +80%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$46.3M +$12.1M +264,100 +35%
PI
19
PFS Investments
Georgia
$43.2M +$12.8M +279,072 +42%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$41.9M +$11.8M +256,079 +39%
AWA
21
ARS Wealth Advisors
Florida
$37.5M +$4.63M +100,906 +14%
HI
22
Horizon Investments
North Carolina
$36.4M +$36.5M +796,045 New
CAI
23
Capital Advisors Inc
Oklahoma
$30.3M +$30.3M +661,351 New
APC
24
Aristotle Pacific Capital
California
$28.6M -$2.73M -59,388 -9%
BCI
25
Brinker Capital Investments
Pennsylvania
$28.3M +$5.52M +120,245 +24%

SRLN Hedge Fund Activity: Q1 2021 in Review

291 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q1 2021, worth a combined $2.93B — up 74% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SRLN positions and 21 closed out — a net gain of 75 holders — while 122 added to existing stakes and 48 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $427M. The largest seller was Eaton Vance Management, cutting an estimated $59.1M.

  • 291 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q1 2021, up from 222 in Q4 2020.
  • Funds reported $2.93B of State Street Blackstone Senior Loan ETF stock for Q1 2021, up 74% quarter-over-quarter.
  • 96 funds opened new State Street Blackstone Senior Loan ETF positions in Q1 2021 and 21 closed out, a net change of +75 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q1 2021 was Goldman Sachs, an estimated $427M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q1 2021 was Eaton Vance Management, an estimated $59.1M sold.

Based on aggregated 13F filings for Q1 2021.