We are live on ! Find out more
SRLN icon

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
BCG
376
BayBridge Capital Group
California
$324K -$2.55K -61 -0.8%
OWA
377
Outlook Wealth Advisors
Texas
$324K -$67.6K -1,615 -17%
CT
378
Clearstead Trust
Maine
$322K
MPW
379
Melone Private Wealth
Michigan
$321K +$5.57K +133 +2%
NWA
380
Navis Wealth Advisors
New York
$314K
WIP
381
WealthCare Investment Partners
Rhode Island
$313K -$26.3K -628 -8%
FWA
382
FSC Wealth Advisors
New York
$311K +$7.91K +189 +3%
WP
383
WealthShield Partners
North Carolina
$307K -$4.4K -105 -1%
EDRIA
384
Edmonds Duncan Registered Investment Advisors
Kansas
$307K -$157K -3,747 -34%
RWA
385
Redmont Wealth Advisors
Illinois
$305K +$167 +4 +0.1%
EFS
386
Essex Financial Services
Connecticut
$302K +$39.7K +949 +15%
CPIG
387
Chicago Partners Investment Group
Illinois
$300K
CPRC
388
Consolidated Portfolio Review Corp
New York
$299K +$299K +7,147 New
PIA
389
Pinion Investment Advisors
Kansas
$297K +$8.08K +193 +3%
EFG
390
Ehrlich Financial Group
California
$291K +$292K +6,970 New
AWA
391
Authentikos Wealth Advisory
California
$290K +$300K +7,165 New
OCM
392
One Capital Management
California
$285K -$136K -3,247 -32%
OWA
393
Octavia Wealth Advisors
Ohio
$283K +$6.99K +167 +3%
FFA
394
Farther Finance Advisors
California
$281K +$211K +5,028 +288%
WCFA
395
Walkner Condon Financial Advisors
Wisconsin
$280K +$2.01K +48 +0.7%
PFGIA
396
Patriot Financial Group Insurance Agency
Massachusetts
$279K -$12.3K -294 -4%
MCP
397
Mirador Capital Partners
California
$277K +$2.6K +62 +0.9%
SI
398
Saxon Interests
Texas
$277K
KA
399
Kovack Advisors
Florida
$276K +$5.02K +120 +2%
DC
400
Davenport & Co
Virginia
$272K

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.