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State Street Blackstone Senior Loan ETF

521 hedge funds and large institutions have $5.77B invested in State Street Blackstone Senior Loan ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 178 increasing their positions, 213 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $1.18M

6.94% more ownership

Funds ownership: 78.55%85.48% (+6.9%)

7% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 59

0% less funds holding

Funds holding: 522521 (-1)

6% less capital invested

Capital invested by funds: $6.17B → $5.77B (-$393M)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 213

Holders
521
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
6.86%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.43%
New
63
Increased
178
Reduced
213
Closed
59
Calls
$1.46M
Puts
$1.18M
Net Calls
+$287K
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
326
Balboa Wealth Partners
Arizona
$451K +$15K +366 +3%
PG
327
Patten Group
Tennessee
$450K -$49.1K -1,201 -10%
FGA
328
Fortis Group Advisors
New Jersey
$448K +$440K +10,757 New
Kovitz Investment Group Partners
329
Kovitz Investment Group Partners
Illinois
$445K -$123 -3 -0%
MYIA
330
Mount Yale Investment Advisors
Colorado
$438K +$10.4K +255 +2%
PCA
331
Peddock Capital Advisors
Massachusetts
$437K -$151K -3,685 -26%
AT
332
American Trust
Kentucky
$433K +$426K +10,411 New
IPWA
333
International Private Wealth Advisors
California
$428K +$34.9K +854 +9%
PCA
334
Pallas Capital Advisors
Massachusetts
$426K -$136K -3,335 -25%
FCC
335
Florin Court Capital
United Kingdom
$424K -$168K -4,100 -29%
DWG
336
Darden Wealth Group
Michigan
$424K -$20.5K -500 -5%
BRWA
337
B. Riley Wealth Advisors
Florida
$418K +$411K +10,049 New
AF
338
Allworth Financial
California
$415K -$101K -2,458 -20%
HNWAG
339
High Net Worth Advisory Group
Florida
$410K +$20.5K +500 +5%
LMKC
340
L.M. Kohn & Company
Ohio
$406K +$62K +1,516 +18%
CWM
341
Collaborative Wealth Management
Florida
$405K -$54.7K -1,336 -12%
AWA
342
Arete Wealth Advisors
Illinois
$404K -$8.51K -208 -2%
IPA
343
Investment Planning Advisors
Georgia
$401K -$137K -3,350 -26%
AWA
344
Aletheian Wealth Advisors
Washington
$400K
KCM
345
Kornitzer Capital Management
Kansas
$400K
VBFP
346
Valtinson Bruner Financial Planning
Minnesota
$395K +$164K +4,002 +73%
MC
347
Moors & Cabot
Massachusetts
$395K +$85.7K +2,095 +28%
LFG
348
Lockerman Financial Group
California
$391K +$36.8K +899 +11%
RWA
349
Rooted Wealth Advisors
Illinois
$390K -$17.7K -432 -4%
BCM
350
Brookstone Capital Management
Illinois
$388K +$9.98K +244 +3%

SRLN Hedge Fund Activity: Q2 2025 in Review

521 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q2 2025, worth a combined $5.77B — down 6.4% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SRLN positions and 59 closed out — a net gain of 4 holders — while 178 added to existing stakes and 213 trimmed.

The largest buyer was Bank of America, adding an estimated $69M. The largest seller was Symetra Investment Management, cutting an estimated $81.4M.

  • 521 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q2 2025, down from 522 in Q1 2025.
  • Funds reported $5.77B of State Street Blackstone Senior Loan ETF stock for Q2 2025, down 6.4% quarter-over-quarter.
  • 63 funds opened new State Street Blackstone Senior Loan ETF positions in Q2 2025 and 59 closed out, a net change of +4 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q2 2025 was Bank of America, an estimated $69M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q2 2025 was Symetra Investment Management, an estimated $81.4M sold.

Based on aggregated 13F filings for Q2 2025.