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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
AA
476
Addison Advisors
Vermont
$127
Fidelity Investments
477
Fidelity Investments
Massachusetts
$84 -$712 -17 -89%
RS
478
Rakuten Securities
Japan
$42 +$42 +1 New
Lord, Abbett & Co
479
Lord, Abbett & Co
New Jersey
-$46.5M -1,109,357 Closed
OMC
480
Old Mission Capital
Illinois
-$23.2M -553,986 Closed
SG Americas Securities
481
SG Americas Securities
New York
-$10.4M -247,895 Closed
CA
482
Cambridge Associates
Massachusetts
-$8.55M -203,969 Closed
MNBTD
483
Moody National Bank Trust Division
Texas
-$8.55M -203,969 Closed
VBFP
484
Valtinson Bruner Financial Planning
Minnesota
-$2.72M -64,781 Closed
Mirae Asset Global Investments
485
Mirae Asset Global Investments
South Korea
-$1.4M -33,424 Closed
CCM
486
Crabel Capital Management
California
-$1.36M -32,354 Closed
MCA
487
MSH Capital Advisors
Arizona
-$1.04M -24,728 Closed
WCM
488
Windham Capital Management
Massachusetts
-$1.01M -24,169 Closed
BFM
489
Boothbay Fund Management
New York
-$1.01M -24,000 Closed
Baird Financial Group
490
Baird Financial Group
Wisconsin
-$788K -18,801 Closed
GIA
491
Gladstone Institutional Advisory
Florida
-$733K -17,475 Closed
YIA
492
YHB Investment Advisors
Connecticut
-$677K -16,140 Closed
WWG
493
West Wealth Group
California
-$578K -13,793 Closed
BAM
494
BOS Asset Management
Illinois
-$577K -13,755 Closed
ZB
495
Zions Bancorporation
Utah
-$525K -12,524 Closed
IPWA
496
International Private Wealth Advisors
California
-$468K -11,151 Closed
LWM
497
LJI Wealth Management
Indiana
-$457K -10,900 Closed
MWM
498
Meridian Wealth Management
Kentucky
-$367K -8,750 Closed
FAM
499
Frontier Asset Management
Wyoming
-$337K -8,039 Closed
RC
500
Roundview Capital
New Jersey
-$287K -6,850 Closed

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.