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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
TWD
251
True Wealth Design
Ohio
$1.1M +$165K +3,933 +18%
CCFM
252
Clear Creek Financial Management
Washington
$1.09M +$711K +16,959 +189%
BCM
253
BluePath Capital Management
Georgia
$1.08M -$136K -3,245 -11%
HWMC
254
Heritage Wealth Management (California)
California
$1.07M +$64.8K +1,547 +7%
AAS
255
Avantax Advisory Services
Texas
$1.06M -$205K -4,902 -16%
BEI
256
Benjamin Edwards Inc
Missouri
$1.06M -$10.9K -259 -1%
CC
257
Centiva Capital
New York
$1.05M +$1.05M +25,000 New
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$1.05M +$1.05M +25,021 New
Comerica Bank
259
Comerica Bank
Texas
$1.03M -$287K -6,848 -22%
VIM
260
Vista Investment Management
Pennsylvania
$1.02M -$73K -1,741 -7%
SWP
261
Significant Wealth Partners
Illinois
$1.02M +$482K +11,503 +90%
AG
262
AlTi Global
New York
$1.01M +$290K +6,924 +40%
RFS
263
Richardson Financial Services
Massachusetts
$999K +$125K +2,973 +14%
PIWA
264
Prevail Innovative Wealth Advisors
Kansas
$972K +$236K +5,628 +32%
TFA
265
Transamerica Financial Advisors
Florida
$969K -$12.3K -294 -1%
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
$965K +$125K +2,987 +15%
KAS
267
Kestra Advisory Services
Texas
$951K +$198K +4,731 +27%
CASC
268
Coppell Advisory Solutions Corp
Texas
$922K +$918K +21,902 New
RCM
269
Raleigh Capital Management
North Carolina
$922K +$226K +5,384 +33%
CFS
270
Commonwealth Financial Services
West Virginia
$921K
NA
271
Nottingham Advisors
New York
$894K +$15.3K +366 +1%
RFN
272
RDA Financial Network
Iowa
$892K -$73.8K -1,760 -8%
Pathstone Holdings
273
Pathstone Holdings
New Jersey
$880K +$876K +20,902 New
IWM
274
IHT Wealth Management
Illinois
$838K +$42.4K +1,011 +5%
SFS
275
Sowell Financial Services
Arkansas
$824K +$2.47K +59 +0.3%

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.