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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
TFA
276
Transamerica Financial Advisors
Florida
$962K
BCM
277
BluePath Capital Management
Georgia
$955K -$112K -2,684 -11%
Mercer Global Advisors
278
Mercer Global Advisors
Colorado
$949K -$175K -4,185 -16%
AAS
279
Avantax Advisory Services
Texas
$925K -$126K -3,001 -12%
RFN
280
RDA Financial Network
Iowa
$914K +$27.8K +665 +3%
CCFM
281
Clear Creek Financial Management
Washington
$892K -$193K -4,604 -18%
S
282
Sachetta
Massachusetts
$867K +$197K +4,710 +29%
RFS
283
Richardson Financial Services
Massachusetts
$863K -$129K -3,092 -13%
PA
284
PFG Advisors
Arizona
$860K -$1.21M -28,841 -58%
FTUS
285
Flow Traders U.S.
New York
$841K +$842K +20,119 New
CTA
286
Chesley Taft & Associates
Illinois
$829K +$126K +3,020 +18%
PI
287
PFG Investments
New York
$799K +$127K +3,031 +19%
AGA
288
Arkos Global Advisors
Texas
$791K -$3.48K -83 -0.4%
ML
289
McAdam LLC
Pennsylvania
$769K +$64.4K +1,538 +9%
CPG
290
Cornerstone Planning Group
New Jersey
$751K +$769K +18,361 New
MFS
291
McNamara Financial Services
Massachusetts
$724K +$33.7K +804 +5%
MWP
292
Madison Wealth Partners
Wisconsin
$718K +$11.9K +284 +2%
AF
293
Allworth Financial
California
$706K -$75.7K -1,807 -10%
RFS
294
Retirement Financial Solutions
Tennessee
$691K +$118K +2,815 +21%
CFB
295
Cullen/Frost Bankers
Texas
$686K +$182K +4,350 +36%
JWCA
296
J.W. Cole Advisors
Florida
$679K -$18.7K -447 -3%
GLA
297
Good Life Advisors
Pennsylvania
$672K +$15.6K +372 +2%
BFEC
298
Benjamin F. Edwards & Company
Missouri
$671K -$12.3K -293 -2%
CAAS
299
Capital Asset Advisory Services
Michigan
$667K +$25K +596 +4%
GWM
300
Geneos Wealth Management
Colorado
$664K +$12K +287 +2%

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.