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State Street Blackstone Senior Loan ETF

509 hedge funds and large institutions have $4.99B invested in State Street Blackstone Senior Loan ETF in 2024 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 226 increasing their positions, 154 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 32

47% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 154

15% more funds holding in top 10

Funds holding in top 10: 3338 (+5)

14% more capital invested

Capital invested by funds: $4.39B → $4.99B (+$606M)

6% more funds holding

Funds holding: 479509 (+30)

1.9% more ownership

Funds ownership: 78.07%79.97% (+1.9%)

12% less call options, than puts

Call options by funds: $974K | Put options by funds: $1.11M

Holders
509
Holders Change
+30
Holders Change %
+6.26%
% of All Funds
7.35%
Holding in Top 10
38
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.15%
% of All Funds
0.55%
New
71
Increased
226
Reduced
154
Closed
32
Calls
$974K
Puts
$1.11M
Net Calls
-$138K
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
251
Naples Global Advisors
Florida
$1.22M -$44.6K -1,065 -4%
TI
252
TrueMark Investments
Illinois
$1.22M +$1.22M +29,190 New
BRWA
253
B. Riley Wealth Advisors
Florida
$1.2M +$522K +12,477 +77%
SFS
254
Sowell Financial Services
Arkansas
$1.2M +$379K +9,044 +46%
GL
255
Graypoint LLC
New York
$1.17M +$31.9K +761 +3%
NAM
256
NTV Asset Management
West Virginia
$1.16M -$96.3K -2,300 -8%
HWMC
257
Heritage Wealth Management (California)
California
$1.16M +$101K +2,424 +10%
KAS
258
Kestra Advisory Services
Texas
$1.15M +$209K +4,996 +22%
PIWA
259
Prevail Innovative Wealth Advisors
Kansas
$1.14M +$178K +4,261 +18%
LWMI
260
Landmark Wealth Management (Illinois)
Illinois
$1.11M +$1.11M +26,572 New
AWM
261
Accel Wealth Management
Iowa
$1.11M -$73.8K -1,762 -6%
FA
262
Flagstar Advisors
New York
$1.11M -$62.9K -1,502 -5%
GM
263
GeoWealth Management
Illinois
$1.1M -$952K -22,735 -46%
Koshinski Asset Management
264
Koshinski Asset Management
Illinois
$1.09M -$642K -15,334 -37%
AG
265
AlTi Global
New York
$1.08M +$74.7K +1,785 +7%
TWD
266
True Wealth Design
Ohio
$1.07M -$14.7K -351 -1%
BEI
267
Benjamin Edwards Inc
Missouri
$1.06M +$14.6K +349 +1%
CAS
268
Coppell Advisory Solutions
Texas
$1.06M +$1.06M +25,325 New
IAS
269
Insigneo Advisory Services
Florida
$1.04M +$1.07M +25,518 New
PS
270
Principal Securities
Iowa
$1.04M +$322K +7,682 +45%
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$1.03M -$15.3K -366 -1%
Comerica Bank
272
Comerica Bank
Texas
$1.02M -$5.9K -141 -0.6%
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
$997K +$38.6K +922 +4%
RCM
274
Raleigh Capital Management
North Carolina
$994K +$78.7K +1,880 +9%
Invesco
275
Invesco
Georgia
$989K -$227K -5,413 -19%

SRLN Hedge Fund Activity: Q2 2024 in Review

509 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q2 2024, worth a combined $4.99B — up 14% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SRLN positions and 32 closed out — a net gain of 39 holders — while 226 added to existing stakes and 154 trimmed.

The largest buyer was Bank of America, adding an estimated $130M. The largest seller was Morgan Stanley, cutting an estimated $109M.

  • 509 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q2 2024, up from 479 in Q1 2024.
  • Funds reported $4.99B of State Street Blackstone Senior Loan ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 71 funds opened new State Street Blackstone Senior Loan ETF positions in Q2 2024 and 32 closed out, a net change of +39 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q2 2024 was Bank of America, an estimated $130M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q2 2024 was Morgan Stanley, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2024.