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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
FCM
301
Fortis Capital Management
Washington
$597K +$594K +14,179 New
LWL
302
Leo Wealth LLC
Texas
$593K
WAP
303
Wealthcare Advisory Partners
Pennsylvania
$593K -$2.05M -49,012 -78%
AA
304
Advisory Alpha
Michigan
$589K -$52K -1,242 -8%
PWA
305
Primoris Wealth Advisors
Florida
$589K -$10.4K -247 -2%
AWM
306
Apollon Wealth Management
South Carolina
$587K -$984K -23,491 -63%
WWM
307
Western Wealth Management
Colorado
$582K -$3.63M -86,555 -86%
RFS
308
Retirement Financial Solutions
Tennessee
$577K -$96.4K -2,300 -14%
CWM
309
Collaborative Wealth Management
Florida
$567K -$75.1K -1,793 -12%
RA
310
RFG Advisory
Alabama
$564K -$39.6K -944 -7%
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
$558K +$7K +167 +1%
HAS
312
HBW Advisory Services
California
$548K
FCC
313
Florin Court Capital
United Kingdom
$543K +$205K +4,900 +61%
HIM
314
Hillsdale Investment Management
Ontario, Canada
$542K +$25.1K +600 +5%
AFP
315
Ausdal Financial Partners
Iowa
$526K -$207K -4,936 -28%
EA
316
Eudaimonia Advisors
Tennessee
$521K -$30.9K -737 -6%
CFB
317
Cullen/Frost Bankers
Texas
$508K
APW
318
Austin Private Wealth
Texas
$508K +$67.3K +1,606 +15%
HI
319
Harbour Investments
Wisconsin
$507K +$21.5K +513 +4%
AI
320
Auour Investments
Massachusetts
$505K +$73.4K +1,752 +17%
BLC
321
Brown, Lisle/Cummings
Rhode Island
$505K
AWM
322
Avitas Wealth Management
California
$500K +$26K +620 +6%
PA
323
Parallel Advisors
California
$498K -$4.74K -113 -0.9%
FCCM
324
First City Capital Management
Georgia
$495K +$7.33K +175 +2%
TWP
325
Tyche Wealth Partners
Texas
$492K -$1.59K -38 -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.