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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
JPWM
426
Jamison Private Wealth Management
Georgia
$74.7K +$74.4K +1,775 New
FGAM
427
Financial Gravity Asset Management
Texas
$73.3K +$27.5K +657 +61%
FFA
428
Farther Finance Advisors
California
$73K -$5.57K -133 -7%
HGERS
429
Householder Group Estate & Retirement Specialist
Arizona
$69.8K -$19.4K -462 -22%
CT
430
Colonial Trust
South Carolina
$63.1K +$62.9K +1,500 New
CFGS
431
Concourse Financial Group Securities
Alabama
$57.7K -$8.38K -200 -13%
HI
432
Horizon Investments
North Carolina
$53.9K +$1.51K +36 +3%
NA
433
Nordwand Advisors
Pennsylvania
$50.1K +$49.9K +1,190 New
IGWM
434
ICA Group Wealth Management
Colorado
$48.6K -$4.69K -112 -9%
TCOV
435
Trust Company of Vermont
Vermont
$42.7K +$42.5K +1,015 New
Barclays
436
Barclays
United Kingdom
$42.1K -$20.9M -499,000 -100%
VWWMG
437
Vermillion & White Wealth Management Group
Pennsylvania
$39.3K
PP
438
PFS Partners
New Jersey
$36.8K
CIA
439
Cape Investment Advisory
Georgia
$31.7K +$210 +5 +0.7%
CFD
440
Creative Financial Designs
Indiana
$31K
CHC
441
City Holding Co
West Virginia
$29.8K -$10.3K -246 -26%
AWM
442
Avior Wealth Management
Nebraska
$28.5K +$14.6K +348 +106%
FHA
443
First Horizon Advisors
Tennessee
$27.2K
WTC
444
WhitTier Trust Company
Nevada
$24.4K
S
445
SignatureFD
Georgia
$24.1K
CT
446
Caldwell Trust
Florida
$21.1K
T
447
Tidemark
California
$18.4K +$84 +2 +0.5%
CIR
448
Clear Investment Research
Georgia
$15.6K
SL
449
Salomon & Ludwin
Virginia
$15.5K +$15.4K +367 New
AWM
450
Ameliora Wealth Management
Switzerland
$13.8K

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.