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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
TSMHT
451
Thurston Springer Miller Herd & Titak
Indiana
$61K +$61.1K +1,459 New
CFGS
452
Concourse Financial Group Securities
Alabama
$57.3K
SSB
453
Sandy Spring Bank
Maryland
$43.7K +$43.8K +1,046 New
Barclays
454
Barclays
United Kingdom
$41.8K
IWP
455
IAG Wealth Partners
Wisconsin
$41K +$41.1K +982 New
VWWMG
456
Vermillion & White Wealth Management Group
Pennsylvania
$39K
PP
457
PFS Partners
New Jersey
$36.5K
RI
458
Ridgewood Investments
New Jersey
$33.4K +$33.5K +800 New
MG
459
Mather Group
Illinois
$33.4K +$33.2K +793 New
CIA
460
Cape Investment Advisory
Georgia
$31.9K +$335 +8 +1%
FHA
461
First Horizon Advisors
Tennessee
$30.3K +$3.27K +78 +12%
CHC
462
City Holding Co
West Virginia
$29.5K
WTC
463
WhitTier Trust Company
Nevada
$24.2K
OWA
464
Opal Wealth Advisors
New York
$24.2K +$24.2K +579 New
Jones Financial Companies
465
Jones Financial Companies
Missouri
$23.7K +$23.7K +566 New
CT
466
Caldwell Trust
Florida
$20.9K
ATPW
467
Ashton Thomas Private Wealth
Arizona
$20.9K +$20.9K +500 New
PPC
468
Park Place Capital
Alabama
$20.9K +$20.9K +500 New
CWC
469
Carolinas Wealth Consulting
North Carolina
$18.7K +$18.7K +447 New
Mirae Asset Global Investments
470
Mirae Asset Global Investments
South Korea
$17.7K +$17.8K +424 New
AWM
471
Avior Wealth Management
Nebraska
$13.8K -$14.6K -348 -51%
AWM
472
Ameliora Wealth Management
Switzerland
$13.7K
GTAM
473
Global Trust Asset Management
Florida
$13K
AF
474
Advisornet Financial
Minnesota
$12.2K +$2.22K +53 +22%
BTI
475
Blue Trust Inc
Georgia
$11.5K

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.