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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
Focus Partners Wealth
326
Focus Partners Wealth
Massachusetts
$489K -$49.8K -1,189 -9%
GF
327
Gries Financial
Ohio
$477K +$475K +11,325 New
PTC
328
Private Trust Company
Ohio
$477K +$36.9K +880 +8%
ACA
329
Aptus Capital Advisors
Alabama
$476K +$402K +9,586 +556%
EM
330
ELCO Management
New York
$472K +$469K +11,200 New
EDRIA
331
Edmonds Duncan Registered Investment Advisors
Kansas
$467K -$61.4K -1,466 -12%
MA
332
MONECO Advisors
Connecticut
$442K +$64.7K +1,545 +17%
WIM
333
WealthPlan Investment Management
Nebraska
$441K -$110K -2,616 -20%
SW
334
Simplicity Wealth
New Jersey
$438K +$148K +3,539 +52%
BOM
335
Bank of Marin
California
$429K +$20.7K +493 +5%
OCM
336
One Capital Management
California
$424K -$43.2K -1,030 -9%
MWM
337
Mascoma Wealth Management
New Hampshire
$423K -$17K -405 -4%
CIA
338
Choate Investment Advisors
Massachusetts
$419K +$417K +9,956 New
WFAG
339
Worth Financial Advisory Group
North Carolina
$411K +$51.8K +1,235 +14%
CCAL
340
City Center Advisors LLC
Michigan
$409K +$407K +9,713 New
FPWM
341
FSB Premier Wealth Management
Iowa
$408K -$40.9K -977 -9%
LA
342
LPF Advisors
Florida
$406K -$21K -500 -5%
IA
343
IFP Advisors
Florida
$401K +$503 +12 +0.1%
Betterment LLC
344
Betterment LLC
New York
$400K +$398K +9,490 New
BFC
345
Blue Fin Capital
Rhode Island
$396K
OWA
346
Outlook Wealth Advisors
Texas
$394K +$392K +9,356 New
RIA
347
Realta Investment Advisors
Delaware
$383K -$11.8K -281 -3%
BWM
348
Buska Wealth Management
Wisconsin
$382K +$380K +9,074 New
ACP
349
Aveo Capital Partners
Colorado
$380K +$23.1K +552 +6%
MWM
350
Modern Wealth Management
Kansas
$379K +$56.7K +1,354 +18%

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.