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State Street Blackstone Senior Loan ETF
SRLN

479 hedge funds and large institutions have $4.01B invested in State Street Blackstone Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 169 increasing their positions, 189 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 41

25% more capital invested

Capital invested by funds: $3.2B → $4.01B (+$802M)

6% more funds holding

Funds holding: 451 → 479 (+28)

4.96% more ownership

Funds ownership: 72.53% → 77.48% (+5%)

3% less funds holding in top 10

Funds holding in top 10: 29 → 28 (-1)

11% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 189

98% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $61.8M

Holders
479
Holders Change
+28
Holders Change %
+6.21%
% of All Funds
6.98%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.41%
New
74
Increased
169
Reduced
189
Closed
41
Calls
$1.27M
Puts
$61.8M
Net Calls
-$60.6M
Net Calls Change
-$39.7M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$305M
2
Bank of America
Bank of America
North Carolina
+$73.5M
3
Goldman Sachs
Goldman Sachs
New York
+$66.5M
4
SIM
Symetra Investment Management
Connecticut
+$60.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$49.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$32.5M
2
OPAM
Ocean Park Asset Management
California
-$28.7M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$17.2M
4
SMM
Stadion Money Management
Georgia
-$16.6M
5
AA
ACT Advisors
North Carolina
-$15.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
451
Security National Bank
Nebraska
$13.7K +$13.6K +326 New
TVAMP
452
Tennessee Valley Asset Management Partners
Tennessee
$12K +$11.9K +285 New
SAM
453
Smartleaf Asset Management
Massachusetts
$10.5K +$10.4K +250 New
GA
454
GoalVest Advisory
New York
$10.2K +$10.1K +243 New
AF
455
Advisornet Financial
Minnesota
$10.1K – – –
WIM
456
Westside Investment Management
California
$9.52K – – –
BCMLT
457
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.68K -$42 -1 -0.5%
HCM
458
Hollencrest Capital Management
California
$8.39K -$833 -20 -9%
TFGT
459
TS Financial Group (TSFG)
Illinois
$8K – – –
PCM
460
Penserra Capital Management
California
$7K +$83 +2 +1%
AWM
461
AllSquare Wealth Management
New York
$3.19K – – –
IPW
462
Impact Partnership Wealth
Georgia
$3.02K – – –
HDIM
463
Hanson & Doremus Investment Management
Vermont
$3K +$2.79K +67 New
NP
464
NorthRock Partners
Minnesota
$2.17K +$2.17K +52 New
RFG
465
REAP Financial Group
Texas
$1.93K +$1.92K +46 New
GWSG
466
GPS Wealth Strategies Group
Colorado
$1.47K – – –
SIC
467
Salem Investment Counselors
North Carolina
$1.47K – – –
ACA
468
American Capital Advisory
Idaho
$1.36K +$1.33K +32 New
AAP
469
Arax Advisory Partners
Colorado
$1.34K – – –
CMP
470
Coston McIsaac & Partners
Maine
$1K – – –
JFA
471
JNBA Financial Advisors
Minnesota
$965 – – –
Fidelity Investments
472
Fidelity Investments
Massachusetts
$797 +$666 +16 +533%
FFA
473
Frazier Financial Advisors
Ohio
$490 +$500 +12 New
NMG
474
New Millennium Group
Utah
$461 -$42 -1 -8%
OLVIG
475
Oliver Lagore Vanvalin Investment Group
Michigan
$384 – – –
17 18
19
20 21

SRLN Hedge Fund Activity: Q4 2023 in Review

479 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q4 2023, worth a combined $4.01B — up 25% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SRLN positions and 41 closed out — a net gain of 33 holders — while 169 added to existing stakes and 189 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $305M. The largest seller was JP Morgan Chase, cutting an estimated $32.5M.

  • 479 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q4 2023, up from 451 in Q3 2023.
  • Funds reported $4.01B of State Street Blackstone Senior Loan ETF stock for Q4 2023, up 25% quarter-over-quarter.
  • 74 funds opened new State Street Blackstone Senior Loan ETF positions in Q4 2023 and 41 closed out, a net change of +33 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q4 2023 was Morgan Stanley, an estimated $305M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q4 2023 was JP Morgan Chase, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2023.