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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
GTAM
451
Global Trust Asset Management
Florida
$13.1K -$4.19K -100 -24%
BTI
452
Blue Trust Inc
Georgia
$11.5K -$2.51K -60 -18%
TRCT
453
Tower Research Capital (TRC)
New York
$10.8K +$10.8K +257 New
AF
454
Advisornet Financial
Minnesota
$10.1K
WIM
455
Westside Investment Management
California
$9.56K
BCMLT
456
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.72K
US Bancorp
457
US Bancorp
Minnesota
$8.42K -$432K -10,310 -98%
HCM
458
Hollencrest Capital Management
California
$8.42K
SAM
459
Smartleaf Asset Management
Massachusetts
$8.07K -$2.43K -58 -23%
JWA
460
JFS Wealth Advisors
Pennsylvania
$8.05K +$8K +191 New
CA
461
CoreCap Advisors
Michigan
$7.59K +$7.54K +180 New
CA
462
Continuum Advisory
Idaho
$7.26K +$7.25K +173 New
AWM
463
AllSquare Wealth Management
New York
$3.2K
NP
464
NorthRock Partners
Minnesota
$2.54K +$335 +8 +15%
IPW
465
Impact Partnership Wealth
Georgia
$2.48K -$545 -13 -18%
WWP
466
WR Wealth Planners
Missouri
$2.11K +$2.1K +50 New
Simplex Trading
467
Simplex Trading
Illinois
$2K +$2.77K +66 New
RFG
468
REAP Financial Group
Texas
$1.98K +$42 +1 +2%
SIC
469
Salem Investment Counselors
North Carolina
$1.47K
AAP
470
Arax Advisory Partners
Colorado
$1.35K
CMP
471
Coston McIsaac & Partners
Maine
$1K
JFA
472
JNBA Financial Advisors
Minnesota
$632 -$335 -8 -35%
ACA
473
American Capital Advisory
Idaho
$514 -$838 -20 -63%
FFA
474
Frazier Financial Advisors
Ohio
$499
EWA
475
EverSource Wealth Advisors
Alabama
$378

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.