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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
KFS
401
Kelly Financial Services
Massachusetts
$271K -$36.8K -879 -12%
EWM
402
Endowment Wealth Management
Wisconsin
$271K -$14.2K -338 -5%
CB
403
Community Bank
New York
$270K
GAM
404
Gotham Asset Management
New York
$269K +$14.7K +352 +6%
1WM
405
1900 Wealth Management
Texas
$263K -$1.64M -39,285 -86%
PS
406
Planned Solutions
California
$262K +$11.8K +281 +5%
BOM
407
Bank of Marin
California
$259K -$167K -3,987 -39%
LA
408
LexAurum Advisors
Kansas
$257K +$28.8K +687 +13%
CCG
409
Capital CS Group
California
$251K +$8.75K +209 +4%
RH
410
RFG Holdings
Texas
$251K
BWP
411
Balboa Wealth Partners
Arizona
$250K +$1.63K +39 +0.7%
RIG
412
RiverFront Investment Group
Virginia
$249K -$14.6K -349 -6%
MWM
413
Meridian Wealth Management
Kentucky
$247K +$247K +5,911 New
GJWM
414
Gilliland Jeter Wealth Management
Arkansas
$247K +$2.01K +48 +0.8%
SL
415
Sentinus LLC
Illinois
$245K
WPW
416
Watershed Private Wealth
Illinois
$243K -$88.1K -2,104 -27%
GSEP
417
Golden State Equity Partners
California
$237K +$237K +5,671 New
CA
418
CGN Advisors
Kansas
$235K +$235K +5,624 New
AFO
419
Arrowroot Family Office
California
$234K -$38.2K -913 -14%
GA
420
Geller Advisors
New York
$233K +$16.4K +391 +8%
FCM
421
Fourpath Capital Management
Oklahoma
$227K -$461 -11 -0.2%
CB
422
Commerce Bank
Missouri
$226K +$227K +5,412 New
CA
423
Cornerstone Advisory
Maryland
$220K -$81.3K -1,941 -27%
BWM
424
Buska Wealth Management
Wisconsin
$219K -$160K -3,833 -42%
AG
425
Ascent Group
Virginia
$212K -$19.3K -462 -8%

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.