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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
AA
376
Advisory Alpha
Michigan
$343K -$71.2K -1,703 -17%
TWP
377
Tyche Wealth Partners
Texas
$340K -$110K -2,637 -24%
QFA
378
Quattro Financial Advisors
Texas
$339K
MWM
379
Modern Wealth Management
Kansas
$338K -$5.27K -126 -2%
MFGM
380
Marshall Financial Group (Maryland)
Maryland
$338K -$9.04K -216 -3%
SFPG
381
Stonebridge Financial Planning Group
Florida
$327K +$81.7K +1,952 +33%
XT
382
XTX Topco
Cayman Islands
$326K +$327K +7,819 New
LA
383
LPF Advisors
Florida
$325K -$10.4K -249 -3%
CT
384
Clearstead Trust
Maine
$321K
WSFS
385
Wilmington Savings Fund Society
Delaware
$320K +$50.2K +1,200 +19%
AWA
386
Aletheian Wealth Advisors
Washington
$318K
HA
387
Huntleigh Advisors
Missouri
$317K +$317K +7,585 New
NWA
388
Navis Wealth Advisors
New York
$313K
RWA
389
Redmont Wealth Advisors
Illinois
$309K +$4.48K +107 +1%
MMA
390
Miracle Mile Advisors
California
$307K -$2.55M -61,000 -89%
EFS
391
Essex Financial Services
Connecticut
$305K
UWM
392
USAdvisors Wealth Management
Minnesota
$305K -$3.01M -71,972 -91%
IA
393
IFP Advisors
Florida
$304K -$53.5K -1,279 -15%
CPIG
394
Chicago Partners Investment Group
Illinois
$302K
CA
395
CGN Advisors
Kansas
$300K +$25.3K +605 +9%
PIA
396
Pinion Investment Advisors
Kansas
$299K -$5.9K -141 -2%
CPRC
397
Consolidated Portfolio Review Corp
New York
$298K -$2.85K -68 -0.9%
SB
398
Strategic Blueprint
Georgia
$296K +$12.2K +291 +4%
GAM
399
Gotham Asset Management
New York
$294K
BWP
400
Balboa Wealth Partners
Arizona
$292K +$6.61K +158 +2%

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.