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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
NONA
351
Ninety One North America
New York
$442K +$443K +10,600 New
FCI
352
Financial Counselors Inc
Kansas
$425K
AT
353
American Trust
Kentucky
$414K +$415K +9,917 New
AWM
354
Accel Wealth Management
Iowa
$408K +$16.5K +395 +4%
KCM
355
Kornitzer Capital Management
Kansas
$401K
FPWM
356
FSB Premier Wealth Management
Iowa
$399K -$4.77K -114 -1%
BFC
357
Blue Fin Capital
Rhode Island
$392K
HNWAG
358
High Net Worth Advisory Group
Florida
$390K +$391K +9,350 New
AWM
359
Apollon Wealth Management
South Carolina
$387K -$91.2K -2,179 -19%
MWM
360
Mascoma Wealth Management
New Hampshire
$387K -$20.1K -480 -5%
FFA
361
Farther Finance Advisors
California
$387K +$41.7K +998 +12%
MA
362
MONECO Advisors
Connecticut
$387K -$11.9K -285 -3%
PIA
363
Perennial Investment Advisors
California
$379K -$124K -2,968 -25%
RWA
364
Rooted Wealth Advisors
Illinois
$379K -$81.7K -1,954 -18%
LWM
365
LJI Wealth Management
Indiana
$378K
FAIM
366
Financial Advocates Investment Management
Washington
$377K +$53.6K +1,281 +17%
AWA
367
Arete Wealth Advisors
Illinois
$372K +$52.5K +1,254 +16%
CAMV
368
Concord Asset Management (Virginia)
Virginia
$369K -$18.2M -434,756 -98%
WP
369
WealthShield Partners
North Carolina
$366K +$58.3K +1,393 +19%
KA
370
Kovack Advisors
Florida
$356K +$34.6K +828 +11%
TIM
371
Tortoise Investment Management
New York
$355K
PS
372
Planned Solutions
California
$349K +$62.5K +1,495 +22%
LMKC
373
L.M. Kohn & Company
Ohio
$344K +$711 +17 +0.2%
WIA
374
Wetzel Investment Advisors
Indiana
$343K +$70.2K +1,677 +26%
PA
375
Parallel Advisors
California
$343K -$51.7K -1,236 -13%

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.