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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
AFP
326
Ausdal Financial Partners
Iowa
$519K -$2.76K -66 -0.5%
AWM
327
Avitas Wealth Management
California
$519K +$22.3K +532 +4%
CAPTRUST Financial Advisors
328
CAPTRUST Financial Advisors
North Carolina
$505K -$49.3K -1,177 -9%
PWM
329
Perigon Wealth Management
California
$501K +$502K +11,995 New
BLC
330
Brown, Lisle/Cummings
Rhode Island
$501K
AI
331
Auour Investments
Massachusetts
$495K -$5.53K -132 -1%
AAG
332
Armstrong Advisory Group
Massachusetts
$489K -$131K -3,117 -21%
TWP
333
Tyche Wealth Partners
Texas
$488K
WWM
334
Western Wealth Management
Colorado
$485K -$92.7K -2,213 -16%
FIA
335
Foundations Investment Advisors
Arizona
$477K +$478K +11,412 New
LCWP
336
Legacy Capital Wealth Partners
Arkansas
$477K +$477K +11,401 New
PA
337
Parallel Advisors
California
$471K -$23.2K -554 -5%
EM
338
ELCO Management
New York
$468K
ACA
339
Aptus Capital Advisors
Alabama
$460K -$12.4K -295 -3%
DWG
340
Darden Wealth Group
Michigan
$454K +$454K +10,850 New
Betterment LLC
341
Betterment LLC
New York
$441K +$44.7K +1,067 +11%
MA
342
MONECO Advisors
Connecticut
$424K -$14.9K -356 -3%
WIM
343
WealthPlan Investment Management
Nebraska
$423K -$14.9K -355 -3%
PTC
344
Private Trust Company
Ohio
$411K -$62.4K -1,490 -13%
CCAL
345
City Center Advisors LLC
Michigan
$409K
WFAG
346
Worth Financial Advisory Group
North Carolina
$409K +$963 +23 +0.2%
MWM
347
Mascoma Wealth Management
New Hampshire
$408K -$12.4K -295 -3%
FPWM
348
FSB Premier Wealth Management
Iowa
$406K +$1K +24 +0.2%
KCM
349
Kornitzer Capital Management
Kansas
$402K +$403K +9,621 New
AA
350
Advisory Alpha
Michigan
$401K -$183K -4,381 -31%

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.