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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
BRWA
276
B. Riley Wealth Advisors
Florida
$876K +$20.7K +494 +2%
BCM
277
BluePath Capital Management
Georgia
$867K -$42.2K -1,009 -5%
NCFG
278
New Century Financial Group
New Jersey
$860K +$416K +9,947 +94%
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$848K -$114K -2,737 -12%
PI
280
PFG Investments
New York
$835K +$18.7K +448 +2%
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
$808K -$95.5K -2,284 -11%
RFS
282
Richardson Financial Services
Massachusetts
$806K -$66.1K -1,580 -8%
HT
283
Heritage Trust
Oklahoma
$788K +$790K +18,894 New
HIM
284
Hillsdale Investment Management
Ontario, Canada
$783K +$121K +2,900 +18%
VWA
285
Visionary Wealth Advisors
Illinois
$779K -$923K -22,073 -54%
Invesco
286
Invesco
Georgia
$777K -$31.4K -751 -4%
MFS
287
McNamara Financial Services
Massachusetts
$763K -$31.5K -754 -4%
NAM
288
NTV Asset Management
West Virginia
$751K -$410K -9,800 -35%
CFB
289
Cullen/Frost Bankers
Texas
$736K +$3.51K +84 +0.5%
GWM
290
Geneos Wealth Management
Colorado
$726K +$120K +2,876 +20%
MWP
291
Madison Wealth Partners
Wisconsin
$713K +$962 +23 +0.1%
CB
292
Commerce Bank
Missouri
$702K +$158K +3,780 +29%
SAW
293
Signal Advisors Wealth
Michigan
$690K +$692K +16,541 New
EIA
294
Eldridge Investment Advisors
New Hampshire
$689K -$276K -6,599 -29%
PCA
295
Pallas Capital Advisors
Massachusetts
$685K -$160K -3,816 -19%
FCC
296
Florin Court Capital
United Kingdom
$680K +$682K +16,300 New
GLA
297
Good Life Advisors
Pennsylvania
$673K -$2.13K -51 -0.3%
APW
298
Austin Private Wealth
Texas
$672K +$71.8K +1,717 +12%
LCGC
299
Legacy Capital Group California
California
$669K +$370K +8,844 +123%
JWCA
300
J.W. Cole Advisors
Florida
$669K +$14.2K +339 +2%

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.