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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
MTC
326
Matrix Trust Company
Colorado
$541K +$474K +11,323 +694%
PTC
327
Private Trust Company
Ohio
$531K +$26.5K +633 +5%
PCG
328
Prosperity Consulting Group
Maryland
$521K +$27.6K +661 +6%
Betterment LLC
329
Betterment LLC
New York
$520K +$43K +1,028 +9%
Focus Partners Wealth
330
Focus Partners Wealth
Massachusetts
$515K -$30.5K -728 -6%
PG
331
Patten Group
Tennessee
$513K +$84.2K +2,012 +20%
PWM
332
Prentice Wealth Management
New York
$510K -$7.94M -189,804 -94%
MWA
333
Medallion Wealth Advisors
Connecticut
$506K +$509K +12,165 New
RWP
334
Ridgeline Wealth Planning
Ohio
$503K +$505K +12,061 New
SS
335
SBI Securities
Japan
$496K +$497K +11,874 New
AIM
336
Advyzon Investment Management
Illinois
$488K +$490K +11,704 New
CWM
337
Collaborative Wealth Management
Florida
$484K -$89K -2,127 -16%
AFP
338
Ausdal Financial Partners
Iowa
$479K +$15.5K +370 +3%
AWM
339
Avitas Wealth Management
California
$468K +$30.3K +724 +7%
AAG
340
Armstrong Advisory Group
Massachusetts
$460K +$20.5K +491 +5%
MYIA
341
Mount Yale Investment Advisors
Colorado
$460K -$81.4K -1,945 -15%
AI
342
Auour Investments
Massachusetts
$455K -$10.6K -254 -2%
RFS
343
Retirement Financial Solutions
Tennessee
$452K -$251K -5,999 -36%
ACA
344
Aptus Capital Advisors
Alabama
$451K -$2.63K -63 -0.6%
DWG
345
Darden Wealth Group
Michigan
$451K +$8.37K +200 +2%
NA
346
Novus Advisors
South Carolina
$449K +$450K +10,754 New
SAG
347
SageView Advisory Group
California
$448K +$113K +2,707 +34%
Kovitz Investment Group Partners
348
Kovitz Investment Group Partners
Illinois
$446K +$83.4K +1,994 +23%
WFAG
349
Worth Financial Advisory Group
North Carolina
$444K +$5.56K +133 +1%
ACP
350
Aveo Capital Partners
Colorado
$444K +$5.27K +126 +1%

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.