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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
PNC Financial Services Group
426
PNC Financial Services Group
Pennsylvania
$211K -$125K -2,976 -37%
JIR
427
James Investment Research
Ohio
$207K
PGF
428
Plan Group Financial
Oklahoma
$205K +$205K +4,905 New
EWM
429
Empirical Wealth Management
Washington
$204K +$205K +4,887 New
PCA
430
Prosperity Capital Advisors
Ohio
$204K +$1.09K +26 +0.5%
RW
431
RVW Wealth
California
$204K -$60.8K -1,453 -23%
GS
432
GTS Securities
New York
$201K +$202K +4,814 New
GEA
433
Glen Eagle Advisors
New Jersey
$167K
MA
434
MCF Advisors
Kentucky
$158K +$1.88K +45 +1%
NA
435
Nordwand Advisors
Pennsylvania
$125K +$75.2K +1,795 +151%
GI
436
Gradient Investments
Minnesota
$121K -$2.22K -53 -2%
WB
437
Webster Bank
Connecticut
$117K -$3.37M -80,414 -97%
TWC
438
TD Waterhouse Canada
Ontario, Canada
$111K
HGA
439
Hobbs Group Advisors
South Carolina
$108K +$109K +2,593 New
GFPC
440
Global Financial Private Client
Florida
$107K -$16.7K -400 -14%
CAL
441
Capital Analysts LLC
Pennsylvania
$104K -$132K -3,160 -56%
SA
442
Scarborough Advisors
Maryland
$101K +$18.9K +452 +23%
CP
443
Castleview Partners
Texas
$101K +$21.6K +516 +27%
AWM
444
Angeles Wealth Management
California
$87.7K +$8.5K +203 +11%
HGERS
445
Householder Group Estate & Retirement Specialist
Arizona
$83K +$14.7K +350 +21%
VAG
446
VisionPoint Advisory Group
Texas
$78K -$544 -13 -0.7%
RWPA
447
Richard W. Paul & Associates
Michigan
$69.8K -$6.66K -159 -9%
SC
448
Swan Capital
Florida
$66.8K +$66.9K +1,598 New
HI
449
Horizon Investments
North Carolina
$65.3K +$12K +287 +22%
CT
450
Colonial Trust
South Carolina
$62.7K

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.