We are live on ! Find out more
SRLN icon

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
CS
276
Credit Suisse
Switzerland
$824K +$156K +3,711 +23%
AGA
277
Arkos Global Advisors
Texas
$801K -$117K -2,800 -13%
AF
278
Allworth Financial
California
$788K -$96.4K -2,301 -11%
GWM
279
Greenwich Wealth Management
Connecticut
$742K -$15.7K -375 -2%
PS
280
Principal Securities
Iowa
$722K +$368K +8,783 +105%
MWP
281
Madison Wealth Partners
Wisconsin
$711K +$377 +9 +0.1%
ML
282
McAdam LLC
Pennsylvania
$710K +$78.5K +1,872 +12%
CTA
283
Chesley Taft & Associates
Illinois
$708K +$3.14K +75 +0.4%
JWCA
284
J.W. Cole Advisors
Florida
$702K -$35.2K -841 -5%
MFS
285
McNamara Financial Services
Massachusetts
$695K +$68.2K +1,627 +11%
BFEC
286
Benjamin F. Edwards & Company
Missouri
$688K -$13.5K -321 -2%
AWA
287
Arete Wealth Advisors
Illinois
$686K -$4.28K -102 -0.6%
BRWA
288
B. Riley Wealth Advisors
Florida
$679K -$301K -7,189 -31%
PI
289
PFG Investments
New York
$678K +$111K +2,645 +20%
S
290
Sachetta
Massachusetts
$674K
PIA
291
Perennial Investment Advisors
California
$669K -$21K -500 -3%
GLA
292
Good Life Advisors
Pennsylvania
$662K -$27.9K -665 -4%
GWM
293
Geneos Wealth Management
Colorado
$657K -$161K -3,846 -20%
CAAS
294
Capital Asset Advisory Services
Michigan
$643K +$238K +5,689 +59%
PCA
295
Peddock Capital Advisors
Massachusetts
$643K +$43.5K +1,038 +7%
SFP
296
Shepherd Financial Partners
Massachusetts
$641K -$268K -6,385 -30%
PIMG
297
Patriot Investment Management Group
Tennessee
$624K
AAG
298
Armstrong Advisory Group
Massachusetts
$621K
Kovitz Investment Group Partners
299
Kovitz Investment Group Partners
Illinois
$608K +$605K +14,447 New
WWMSC
300
Wagner Wealth Management (South Carolina)
South Carolina
$606K -$386K -9,206 -39%

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.