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State Street Blackstone Senior Loan ETF

528 hedge funds and large institutions have $7.11B invested in State Street Blackstone Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 242 increasing their positions, 152 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 42

59% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 152

49% more capital invested

Capital invested by funds: $4.78B → $7.11B (+$2.33B)

13% more funds holding in top 10

Funds holding in top 10: 3236 (+4)

5% more funds holding

Funds holding: 505528 (+23)

1% less call options, than puts

Call options by funds: $2.02M | Put options by funds: $2.03M

2.65% less ownership

Funds ownership: 78.99%76.34% (-2.6%)

Holders
528
Holders Change
+23
Holders Change %
+4.55%
% of All Funds
6.95%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.47%
New
75
Increased
242
Reduced
152
Closed
42
Calls
$2.02M
Puts
$2.03M
Net Calls
-$16K
Net Calls Change
-$341K
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
226
Comerica Bank
Texas
$1.52M +$489K +11,685 +47%
DADC
227
D.A. Davidson & Co
Montana
$1.51M -$145K -3,467 -9%
AI
228
AXS Investments
New York
$1.51M -$65.4K -1,564 -4%
AIM
229
Astor Investment Management
Illinois
$1.51M +$1.51M +36,074 +72,148%
SWP
230
Stratos Wealth Partners
Ohio
$1.49M -$117K -2,788 -7%
HWP
231
Hibernia Wealth Partners
Louisiana
$1.48M -$1.44M -34,386 -49%
GM
232
GeoWealth Management
Illinois
$1.45M +$65.2K +1,558 +5%
Lido Advisors
233
Lido Advisors
California
$1.41M -$296K -7,074 -17%
CC
234
Courier Capital
New York
$1.37M +$3.68K +88 +0.3%
SFG
235
Shum Financial Group
California
$1.35M -$162K -3,871 -11%
JIP
236
Jaffetilchin Investment Partners
Florida
$1.34M +$29.1K +696 +2%
GC
237
Grimes & Company
Massachusetts
$1.33M -$28.2K -674 -2%
LWMI
238
Landmark Wealth Management (Illinois)
Illinois
$1.33M +$135K +3,239 +11%
JIC
239
Joel Isaacson & Co
New York
$1.32M +$1.07M +25,560 +417%
PS
240
Principal Securities
Iowa
$1.3M +$108K +2,580 +9%
UFA
241
US Financial Advisors
Massachusetts
$1.29M +$14.8K +355 +1%
GL
242
Graypoint LLC
New York
$1.24M +$9.41K +225 +0.8%
TSS
243
Two Sigma Securities
New York
$1.22M -$847K -20,243 -41%
PCM
244
Parsons Capital Management
Rhode Island
$1.22M -$55.1K -1,317 -4%
CWP
245
Concord Wealth Partners
Virginia
$1.21M -$18.2M -435,338 -94%
FA
246
Flagstar Advisors
New York
$1.2M +$72.6K +1,736 +6%
OFG
247
Opulen Financial Group
Virginia
$1.19M +$1.2M +28,569 New
FIM
248
Freedom Investment Management
Connecticut
$1.14M -$12.7K -304 -1%
RCM
249
Raleigh Capital Management
North Carolina
$1.13M +$147K +3,523 +15%
CCFM
250
Clear Creek Financial Management
Washington
$1.12M -$213K -5,089 -16%

SRLN Hedge Fund Activity: Q4 2024 in Review

528 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q4 2024, worth a combined $7.11B — up 49% from $4.78B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SRLN positions and 42 closed out — a net gain of 33 holders — while 242 added to existing stakes and 152 trimmed.

The largest buyer was Ocean Park Asset Management, adding an estimated $316M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $244M.

  • 528 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q4 2024, up from 505 in Q3 2024.
  • Funds reported $7.11B of State Street Blackstone Senior Loan ETF stock for Q4 2024, up 49% quarter-over-quarter.
  • 75 funds opened new State Street Blackstone Senior Loan ETF positions in Q4 2024 and 42 closed out, a net change of +33 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q4 2024 was Ocean Park Asset Management, an estimated $316M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q4 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2024.