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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
LMKC
351
L.M. Kohn & Company
Ohio
$372K +$251 +6 +0.1%
SFPG
352
Stonebridge Financial Planning Group
Florida
$372K -$25K -596 -6%
TIM
353
Tortoise Investment Management
New York
$358K
MFGM
354
Marshall Financial Group (Maryland)
Maryland
$357K -$20.5K -489 -5%
FCI
355
Financial Counselors Inc
Kansas
$354K -$183K -4,364 -34%
AFG
356
Atomi Financial Group
New York
$348K +$346K +8,254 New
EB
357
Eastern Bank
Massachusetts
$343K -$2.93K -70 -0.9%
WIP
358
WealthCare Investment Partners
Rhode Island
$342K -$30.1K -718 -8%
SFG
359
Summit Financial Group
West Virginia
$340K -$32.1K -765 -9%
QFA
360
Quattro Financial Advisors
Texas
$340K +$337K +8,032 +19,124%
PNC Financial Services Group
361
PNC Financial Services Group
Pennsylvania
$338K +$213K +5,085 +173%
Lido Advisors
362
Lido Advisors
California
$335K +$55.1K +1,314 +20%
WPW
363
Watershed Private Wealth
Illinois
$334K -$2.51M -59,970 -88%
MWPCG
364
Measured Wealth Private Client Group
New Hampshire
$328K +$119K +2,838 +57%
BCG
365
BayBridge Capital Group
California
$327K -$2.43K -58 -0.7%
CT
366
Clearstead Trust
Maine
$324K
MPW
367
Melone Private Wealth
Michigan
$318K +$3.65K +87 +1%
NWA
368
Navis Wealth Advisors
New York
$316K
WP
369
WealthShield Partners
North Carolina
$314K
KFS
370
Kelly Financial Services
Massachusetts
$310K -$8.8K -210 -3%
RWA
371
Redmont Wealth Advisors
Illinois
$307K +$9.05K +216 +3%
FWA
372
FSC Wealth Advisors
New York
$305K +$136K +3,237 +81%
CA
373
Cornerstone Advisory
Maryland
$304K +$66K +1,576 +28%
CPIG
374
Chicago Partners Investment Group
Illinois
$302K
GAA
375
Global Assets Advisory
Florida
$300K +$526K +12,549 New

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.