We are live on ! Find out more
SRLN icon

State Street Blackstone Senior Loan ETF

528 hedge funds and large institutions have $7.11B invested in State Street Blackstone Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 242 increasing their positions, 152 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 42

59% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 152

49% more capital invested

Capital invested by funds: $4.78B → $7.11B (+$2.33B)

13% more funds holding in top 10

Funds holding in top 10: 3236 (+4)

5% more funds holding

Funds holding: 505528 (+23)

1% less call options, than puts

Call options by funds: $2.02M | Put options by funds: $2.03M

2.65% less ownership

Funds ownership: 78.99%76.34% (-2.6%)

Holders
528
Holders Change
+23
Holders Change %
+4.55%
% of All Funds
6.95%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.47%
New
75
Increased
242
Reduced
152
Closed
42
Calls
$2.02M
Puts
$2.03M
Net Calls
-$16K
Net Calls Change
-$341K
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
451
Global Financial Private Client
Florida
$116K +$4.48K +107 +4%
CP
452
Castleview Partners
Texas
$101K +$23.8K +568 +31%
AWM
453
Angeles Wealth Management
California
$92.3K +$2.34K +56 +3%
AWM
454
Avior Wealth Management
Nebraska
$90.7K +$47.7K +1,140 +110%
FFWM
455
Future Financial Wealth Management
Ohio
$87.8K
ZB
456
Zions Bancorporation
Utah
$79.2K +$69.6K +1,663 +711%
WB
457
Webster Bank
Connecticut
$74.5K -$14.5K -346 -16%
HGERS
458
Householder Group Estate & Retirement Specialist
Arizona
$74K -$4.85K -116 -6%
VAG
459
VisionPoint Advisory Group
Texas
$73.6K +$73.7K +1,763 New
CFGS
460
Concourse Financial Group Securities
Alabama
$65.2K
CT
461
Colonial Trust
South Carolina
$62.5K
RWPA
462
Richard W. Paul & Associates
Michigan
$61.7K -$1.25K -30 -2%
TSMHT
463
Thurston Springer Miller Herd & Titak
Indiana
$60.9K
HI
464
Horizon Investments
North Carolina
$60.8K +$1.25K +30 +2%
CPG
465
Cornerstone Planning Group
New Jersey
$58K -$5.52K -132 -9%
AAP
466
Arax Advisory Partners
Colorado
$50.2K +$49K +1,171 +3,659%
Barclays
467
Barclays
United Kingdom
$41.7K
CA
468
Continuum Advisory
Idaho
$41.4K +$14.7K +352 +55%
CB
469
Community Bank
New York
$39.8K
VWWMG
470
Vermillion & White Wealth Management Group
Pennsylvania
$38.9K
PP
471
PFS Partners
New Jersey
$36.5K
FHA
472
First Horizon Advisors
Tennessee
$35.3K +$22.3K +532 +170%
TPCW
473
TD Private Client Wealth
New York
$33.9K +$34K +812 New
RI
474
Ridgewood Investments
New Jersey
$33.4K
CIA
475
Cape Investment Advisory
Georgia
$32.6K +$460 +11 +1%

SRLN Hedge Fund Activity: Q4 2024 in Review

528 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q4 2024, worth a combined $7.11B — up 49% from $4.78B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SRLN positions and 42 closed out — a net gain of 33 holders — while 242 added to existing stakes and 152 trimmed.

The largest buyer was Ocean Park Asset Management, adding an estimated $316M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $244M.

  • 528 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q4 2024, up from 505 in Q3 2024.
  • Funds reported $7.11B of State Street Blackstone Senior Loan ETF stock for Q4 2024, up 49% quarter-over-quarter.
  • 75 funds opened new State Street Blackstone Senior Loan ETF positions in Q4 2024 and 42 closed out, a net change of +33 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q4 2024 was Ocean Park Asset Management, an estimated $316M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q4 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2024.