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State Street Blackstone Senior Loan ETF
SRLN

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: 32 → 36 (+4)

5% more funds holding

Funds holding: 505 → 528 (+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

Top Buyers

1
OPAM
Ocean Park Asset Management
California
+$316M
2
BlackRock
BlackRock
New York
+$265M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$115M
4
Goldman Sachs
Goldman Sachs
New York
+$103M
5
JP Morgan Chase
JP Morgan Chase
New York
+$93.5M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$244M
2
IAIM
International Assets Investment Management
Florida
-$98.4M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$56M
4
CMF
Counterpoint Mutual Funds
California
-$48.6M
5
CWP
Concord Wealth Partners
Virginia
-$18.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Calamos Advisors
26
Calamos Advisors
Illinois
$54.8M +$34M +812,805 +163%
KAM
27
Kensington Asset Management
Texas
$51.9M – – –
Deutsche Bank
28
Deutsche Bank
Germany
$49.5M +$25.3M +603,678 +104%
PCIG
29
Partners Capital Investment Group
Massachusetts
$48.4M -$56M -1,338,779 -54%
CMF
30
Counterpoint Mutual Funds
California
$47.2M -$48.6M -1,162,427 -51%
American Century Companies
31
American Century Companies
Missouri
$43.3M +$43.4M +1,037,847 New
1832 Asset Management
32
1832 Asset Management
Ontario, Canada
$42.7M +$42.8M +1,023,138 New
Raymond James Financial
33
Raymond James Financial
Florida
$42.4M +$42.5M +1,015,418 New
HCM
34
Hilton Capital Management
New York
$37.1M -$4.74M -113,289 -11%
Ameriprise
35
Ameriprise
Minnesota
$35.9M +$36M +860,330 New
ESL
36
Endurance Services Ltd
New York
$32.3M – – –
GC
37
Guggenheim Capital
Illinois
$31.2M -$1.15M -27,492 -4%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$30.9M +$20.8M +497,753 +204%
AAS
39
Ameritas Advisory Services
Nebraska
$30.4M -$890K -21,266 -3%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$29.3M +$21.3M +508,349 +264%
OPCM
41
Osborne Partners Capital Management
California
$28.5M +$850K +20,325 +3%
EU
42
Emory University
Georgia
$27.4M +$731K +17,464 +3%
HighTower Advisors
43
HighTower Advisors
Illinois
$27.4M +$3.75M +89,638 +16%
CI
44
Conning Inc
Connecticut
$26.8M – – –
ZI
45
ZEGA Investments
Florida
$24.5M +$24.4M +583,609 New
Creative Planning
46
Creative Planning
Kansas
$24.4M +$1.29M +30,951 +6%
GIM
47
GE Investment Management
Connecticut
$23.9M -$12.5M -298,222 -34%
DF
48
Donoghue Forlines
Massachusetts
$23.9M +$11.6M +277,655 +94%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$23.6M +$21.8M +520,990 +1,195%
Federated Hermes
50
Federated Hermes
Pennsylvania
$21.2M +$5.44M +130,000 +34%
1
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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.