We are live on ! Find out more
SRLN icon

State Street Blackstone Senior Loan ETF

505 hedge funds and large institutions have $4.78B invested in State Street Blackstone Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 195 increasing their positions, 207 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $2.53M

1% less funds holding

Funds holding: 509505 (-4)

0.97% less ownership

Funds ownership: 79.97%78.99% (-0.97%)

4% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 50

4% less capital invested

Capital invested by funds: $4.99B → $4.78B (-$210M)

6% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 207

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

Holders
505
Holders Change
-4
Holders Change %
-0.79%
% of All Funds
7.25%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.46%
New
48
Increased
195
Reduced
207
Closed
50
Calls
$2.86M
Puts
$2.53M
Net Calls
+$325K
Net Calls Change
+$463K
Name Holding Trade Value Shares
Change
Change in
Stake
DWG
326
Darden Wealth Group
Michigan
$443K -$10.4K -250 -2%
AAG
327
Armstrong Advisory Group
Massachusetts
$439K -$48.7K -1,170 -10%
ACP
328
Aveo Capital Partners
Colorado
$439K +$39.1K +940 +10%
WFAG
329
Worth Financial Advisory Group
North Carolina
$439K +$30.1K +724 +7%
AWM
330
Avitas Wealth Management
California
$438K -$80K -1,923 -15%
PG
331
Patten Group
Tennessee
$429K +$60.1K +1,445 +16%
FCI
332
Financial Counselors Inc
Kansas
$426K +$83.2K +2,000 +24%
AA
333
Advisory Alpha
Michigan
$414K +$12.8K +307 +3%
MWM
334
Mascoma Wealth Management
New Hampshire
$407K
FPWM
335
FSB Premier Wealth Management
Iowa
$404K -$1.12K -27 -0.3%
KCM
336
Kornitzer Capital Management
Kansas
$402K
MA
337
MONECO Advisors
Connecticut
$399K -$24.8K -595 -6%
PA
338
Parallel Advisors
California
$395K -$75.4K -1,811 -16%
BFC
339
Blue Fin Capital
Rhode Island
$393K
AWM
340
Accel Wealth Management
Iowa
$392K -$713K -17,135 -65%
LWM
341
LJI Wealth Management
Indiana
$379K +$25K +600 +7%
Kovitz Investment Group Partners
342
Kovitz Investment Group Partners
Illinois
$363K -$29.9K -719 -8%
BCG
343
BayBridge Capital Group
California
$362K +$38.3K +920 +12%
IA
344
IFP Advisors
Florida
$358K -$42.7K -1,027 -11%
TIM
345
Tortoise Investment Management
New York
$355K
MFGM
346
Marshall Financial Group (Maryland)
Maryland
$347K -$29.7K -713 -8%
FFA
347
Farther Finance Advisors
California
$345K +$62.3K +1,497 +22%
MWM
348
Modern Wealth Management
Kansas
$344K -$291 -7 -0.1%
LMKC
349
L.M. Kohn & Company
Ohio
$343K -$7.74K -186 -2%
EB
350
Eastern Bank
Massachusetts
$340K

SRLN Hedge Fund Activity: Q3 2024 in Review

505 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q3 2024, worth a combined $4.78B — down 4.2% from $4.99B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SRLN and 48 opened new positions — a net loss of 2 holders — while 207 trimmed existing stakes and 195 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $469M. The largest seller was Bank of America, cutting an estimated $191M.

  • 505 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q3 2024, down from 509 in Q2 2024.
  • Funds reported $4.78B of State Street Blackstone Senior Loan ETF stock for Q3 2024, down 4.2% quarter-over-quarter.
  • 48 funds opened new State Street Blackstone Senior Loan ETF positions in Q3 2024 and 50 closed out, a net change of -2 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q3 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $469M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q3 2024 was Bank of America, an estimated $191M sold.

Based on aggregated 13F filings for Q3 2024.