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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
IA
351
IFP Advisors
Florida
$401K +$2.97K +71 +0.7%
ACP
352
Aveo Capital Partners
Colorado
$400K +$20.2K +483 +5%
Kovitz Investment Group Partners
353
Kovitz Investment Group Partners
Illinois
$394K -$211K -5,033 -35%
BFC
354
Blue Fin Capital
Rhode Island
$393K
LA
355
LPF Advisors
Florida
$381K -$21.6K -515 -5%
MFGM
356
Marshall Financial Group (Maryland)
Maryland
$377K +$22.7K +541 +6%
MA
357
Mutual Advisors
Nebraska
$374K +$375K +8,965 New
RIA
358
Realta Investment Advisors
Delaware
$373K -$6.78K -162 -2%
PG
359
Patten Group
Tennessee
$369K +$124K +2,953 +50%
P
360
&Partners
Tennessee
$369K +$369K +8,819 New
SB
361
Strategic Blueprint
Georgia
$368K +$133K +3,182 +57%
CFS
362
Commonwealth Financial Services
West Virginia
$357K -$560K -13,383 -61%
TIM
363
Tortoise Investment Management
New York
$356K
LWM
364
LJI Wealth Management
Indiana
$354K +$354K +8,465 New
Citadel Advisors
365
Citadel Advisors
Florida
$354K +$255K +6,092 +257%
LMKC
366
L.M. Kohn & Company
Ohio
$352K -$17.7K -423 -5%
SAG
367
SageView Advisory Group
California
$348K
SFPG
368
Stonebridge Financial Planning Group
Florida
$347K -$22.4K -536 -6%
MWM
369
Modern Wealth Management
Kansas
$344K -$32.3K -772 -9%
FCI
370
Financial Counselors Inc
Kansas
$342K -$9.21K -220 -3%
EB
371
Eastern Bank
Massachusetts
$340K
QFA
372
Quattro Financial Advisors
Texas
$337K
BHBT
373
Burke & Herbert Bank & Trust
Virginia
$329K +$329K +7,865 New
AWA
374
Aletheian Wealth Advisors
Washington
$327K +$30.4K +725 +10%
FAIM
375
Financial Advocates Investment Management
Washington
$325K +$118K +2,821 +57%

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.