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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
WCFA
401
Walkner Condon Financial Advisors
Wisconsin
$290K +$13.6K +326 +5%
MPW
402
Melone Private Wealth
Michigan
$286K -$19K -454 -6%
AWM
403
Avaii Wealth Management
Wisconsin
$286K +$287K +6,858 New
MCP
404
Mirador Capital Partners
California
$283K +$3.39K +81 +1%
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$281K -$15K -359 -5%
BOM
406
Bank of Marin
California
$281K +$14K +335 +5%
CCG
407
Capital CS Group
California
$281K +$20.1K +481 +8%
TI
408
TrueMark Investments
Illinois
$280K -$273K -6,518 -49%
LA
409
Lifeworks Advisors
Michigan
$274K -$24.3K -582 -8%
WAP
410
Wealthcare Advisory Partners
Pennsylvania
$272K +$46.1K +1,103 +20%
OCM
411
One Capital Management
California
$272K -$7.28K -174 -3%
IPWA
412
International Private Wealth Advisors
California
$263K +$264K +6,309 New
MC
413
Moors & Cabot
Massachusetts
$263K +$263K +6,299 New
PFGIA
414
Patriot Financial Group Insurance Agency
Massachusetts
$257K -$2.93K -70 -1%
AWP
415
Axis Wealth Partners
Rhode Island
$257K +$257K +6,150 New
OWA
416
Octavia Wealth Advisors
Ohio
$254K -$28.4K -678 -10%
GA
417
Geller Advisors
New York
$253K +$21.4K +511 +9%
CAG
418
Crestwood Advisors Group
Massachusetts
$251K +$251K +6,011 New
RH
419
RFG Holdings
Texas
$250K
SWM
420
Spire Wealth Management
Virginia
$250K -$27.4K -655 -10%
EWM
421
Endowment Wealth Management
Wisconsin
$248K -$12.7K -304 -5%
PIMG
422
Patriot Investment Management Group
Tennessee
$247K -$371K -8,880 -60%
OC
423
Optima Capital
Oregon
$246K +$246K +5,884 New
FWM
424
Fortress Wealth Management
California
$243K +$244K +5,826 New
GJWM
425
Gilliland Jeter Wealth Management
Arkansas
$241K +$2.59K +62 +1%

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.