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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
SB
401
Strategic Blueprint
Georgia
$237K +$126 +3 +0.1%
AG
402
Ascent Group
Virginia
$233K -$6.5K -155 -3%
LA
403
LexAurum Advisors
Kansas
$230K +$229K +5,460 New
FCM
404
Fourpath Capital Management
Oklahoma
$229K +$228K +5,446 New
Brown Advisory
405
Brown Advisory
Maryland
$221K +$220K +5,244 New
GA
406
Geller Advisors
New York
$218K +$5.41K +129 +3%
NS
407
NBC Securities
Alabama
$218K -$1.51K -36 -0.7%
FAIM
408
Financial Advocates Investment Management
Washington
$209K +$208K +4,954 New
JIR
409
James Investment Research
Ohio
$208K -$31.4K -750 -13%
PCA
410
Prosperity Capital Advisors
Ohio
$204K -$67.4K -1,609 -25%
KFGK
411
Keystone Financial Group (Kentucky)
Kentucky
$202K -$1.84K -44 -0.9%
FAG
412
Fortitude Advisory Group
Washington
$201K +$200K +4,767 New
GEA
413
Glen Eagle Advisors
New Jersey
$168K
MA
414
MCF Advisors
Kentucky
$157K -$28.2K -673 -15%
GI
415
Gradient Investments
Minnesota
$124K -$66.3K -1,583 -35%
GFPC
416
Global Financial Private Client
Florida
$124K +$1.05K +25 +0.9%
TWC
417
TD Waterhouse Canada
Ontario, Canada
$112K +$9.14K +218 +9%
William Blair & Company
418
William Blair & Company
Illinois
$104K +$4.86K +116 +5%
Citadel Advisors
419
Citadel Advisors
Florida
$99.7K -$3.01M -71,909 -97%
FFWM
420
Future Financial Wealth Management
Ohio
$88.6K +$88.2K +2,105 New
SA
421
Scarborough Advisors
Maryland
$83.2K +$8.76K +209 +12%
AWM
422
Angeles Wealth Management
California
$79.8K +$4.61K +110 +6%
CP
423
Castleview Partners
Texas
$79.7K +$33.7K +803 +74%
VAG
424
VisionPoint Advisory Group
Texas
$79.1K +$6.5K +155 +9%
RWPA
425
Richard W. Paul & Associates
Michigan
$77K -$5.83K -139 -7%

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.