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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
AWA
376
Aletheian Wealth Advisors
Washington
$299K +$6.62K +158 +2%
PFGIA
377
Patriot Financial Group Insurance Agency
Massachusetts
$294K -$2.1K -50 -0.7%
PIA
378
Pinion Investment Advisors
Kansas
$292K +$11.8K +282 +4%
EWM
379
Endowment Wealth Management
Wisconsin
$287K -$64.5K -1,538 -18%
WCFA
380
Walkner Condon Financial Advisors
Wisconsin
$280K +$61.5K +1,468 +28%
SI
381
Saxon Interests
Texas
$279K -$419 -10 -0.2%
OWA
382
Octavia Wealth Advisors
Ohio
$278K -$10K -239 -3%
MCP
383
Mirador Capital Partners
California
$277K +$1.72K +41 +0.6%
AFO
384
Arrowroot Family Office
California
$275K +$712 +17 +0.3%
DC
385
Davenport & Co
Virginia
$274K +$273K +6,516 New
KA
386
Kovack Advisors
Florida
$273K
CB
387
Community Bank
New York
$272K
EFS
388
Essex Financial Services
Connecticut
$268K +$59.6K +1,423 +29%
RW
389
RVW Wealth
California
$266K +$796 +19 +0.3%
RIG
390
RiverFront Investment Group
Virginia
$265K -$2.45M -58,533 -90%
GAM
391
Gotham Asset Management
New York
$257K +$255K +6,092 New
RH
392
RFG Holdings
Texas
$252K
PS
393
Planned Solutions
California
$252K -$168 -4 -0.1%
BWP
394
Balboa Wealth Partners
Arizona
$250K +$249K +5,941 New
PG
395
Patten Group
Tennessee
$248K +$246K +5,881 New
SL
396
Sentinus LLC
Illinois
$247K +$246K +5,870 New
GJWM
397
Gilliland Jeter Wealth Management
Arkansas
$247K -$205K -4,894 -46%
CCG
398
Capital CS Group
California
$244K +$5.03K +120 +2%
MCA
399
Magnolia Capital Advisors
Mississippi
$242K +$243K +5,788 New
CAL
400
Capital Analysts LLC
Pennsylvania
$237K +$2.35K +56 +1%

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.