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State Street Blackstone Senior Loan ETF

479 hedge funds and large institutions have $4.39B invested in State Street Blackstone Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 156 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 156

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

10% more capital invested

Capital invested by funds: $4.01B → $4.39B (+$381M)

0.59% more ownership

Funds ownership: 77.48%78.07% (+0.59%)

0% more funds holding

Funds holding: 479479 (0)

95% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $21.8M

Holders
479
Holders Change
Holders Change %
0%
% of All Funds
6.9%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.48%
New
55
Increased
215
Reduced
156
Closed
47
Calls
$1.06M
Puts
$21.8M
Net Calls
-$20.8M
Net Calls Change
+$39.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
226
Two Sigma Securities
New York
$1.39M +$1.38M +32,942 New
CC
227
Courier Capital
New York
$1.37M
GC
228
Grimes & Company
Massachusetts
$1.35M +$15.8K +376 +1%
HWP
229
Hibernia Wealth Partners
Louisiana
$1.34M -$34.3K -819 -3%
ASN
230
Advisory Services Network
Georgia
$1.31M +$284K +6,776 +28%
DBIA
231
Dumont & Blake Investment Advisors
New Jersey
$1.3M +$378K +9,017 +41%
OC
232
Oppenheimer & Co
New York
$1.3M -$197K -4,708 -13%
JIP
233
Jaffetilchin Investment Partners
Florida
$1.29M +$17.6K +421 +1%
NGA
234
Naples Global Advisors
Florida
$1.27M -$172K -4,095 -12%
FF
235
Friedenthal Financial
New Jersey
$1.27M +$22.4K +535 +2%
AWM
236
AE Wealth Management
Kansas
$1.27M -$5.1M -121,761 -80%
NAM
237
NTV Asset Management
West Virginia
$1.27M -$41.9K -1,000 -3%
KWM
238
Kingsview Wealth Management
Oregon
$1.24M -$40.3K -962 -3%
FIM
239
Freedom Investment Management
Connecticut
$1.23M -$59.6K -1,421 -5%
Invesco
240
Invesco
Georgia
$1.22M -$81K -1,933 -6%
AWM
241
Adams Wealth Management
Utah
$1.21M +$192K +4,591 +19%
OFG
242
OmniStar Financial Group
North Carolina
$1.21M +$1.21M +28,763 New
HF
243
HRT Financial
New York
$1.2M +$1.2M +28,532 New
AWM
244
Accel Wealth Management
Iowa
$1.19M -$131K -3,126 -10%
FA
245
Flagstar Advisors
New York
$1.18M +$8.26K +197 +0.7%
UFA
246
US Financial Advisors
Massachusetts
$1.16M +$60.6K +1,446 +6%
RG
247
Retirement Group
California
$1.15M -$47.4K -1,130 -4%
GL
248
Graypoint LLC
New York
$1.14M +$92.1K +2,197 +9%
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$1.12M -$620K -14,790 -36%
MYIA
250
Mount Yale Investment Advisors
Colorado
$1.1M +$29.7K +709 +3%

SRLN Hedge Fund Activity: Q1 2024 in Review

479 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q1 2024, worth a combined $4.39B — up 9.5% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SRLN positions and 47 closed out — a net gain of 8 holders — while 215 added to existing stakes and 156 trimmed.

The largest buyer was Bank of America, adding an estimated $205M. The largest seller was Morgan Stanley, cutting an estimated $54.1M.

  • 479 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $4.39B of State Street Blackstone Senior Loan ETF stock for Q1 2024, up 9.5% quarter-over-quarter.
  • 55 funds opened new State Street Blackstone Senior Loan ETF positions in Q1 2024 and 47 closed out, a net change of +8 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q1 2024 was Bank of America, an estimated $205M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q1 2024 was Morgan Stanley, an estimated $54.1M sold.

Based on aggregated 13F filings for Q1 2024.