We are live on ! Find out more
SRLN icon

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
ACM
476
Anfield Capital Management
California
$11.5K +$11.5K +274 New
GIA
477
GHP Investment Advisors
Colorado
$10.2K +$10.3K +245 New
T
478
Tidemark
California
$9.22K -$9.04K -216 -49%
WIM
479
Westside Investment Management
California
$8.95K -$544 -13 -6%
BCMLT
480
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.65K
SAM
481
Smartleaf Asset Management
Massachusetts
$8.4K +$377 +9 +5%
HCM
482
Hollencrest Capital Management
California
$8.36K
PCM
483
Penserra Capital Management
California
$8K +$7.96K +190 New
CA
484
CoreCap Advisors
Michigan
$7.54K
CA
485
Continuum Advisory
Idaho
$7.23K
KA
486
Kozak & Associates
Colorado
$5.99K +$6.03K +144 New
CIR
487
Clear Investment Research
Georgia
$5.68K -$9.8K -234 -63%
UWS
488
Unique Wealth Strategies
Illinois
$3.75K +$3.73K +89 New
TWP
489
Triad Wealth Partners
Kansas
$3.6K +$3.6K +86 New
AWM
490
AllSquare Wealth Management
New York
$3.18K
NP
491
NorthRock Partners
Minnesota
$2.54K +$42 +1 +2%
SIS
492
Sound Income Strategies
Florida
$2.26K +$2.26K +54 New
WWP
493
WR Wealth Planners
Missouri
$2.09K
RFG
494
REAP Financial Group
Texas
$2.05K +$84 +2 +4%
Fidelity Investments
495
Fidelity Investments
Massachusetts
$1.92K +$1.84K +44 +2,200%
CFD
496
Creative Financial Designs
Indiana
$1.84K -$28.9K -691 -94%
IGWM
497
ICA Group Wealth Management
Colorado
$1.71K -$46.6K -1,114 -96%
PA
498
PSI Advisors
Florida
$1.71K +$1.72K +41 New
ACA
499
American Capital Advisory
Idaho
$1.36K +$837 +20 +167%
AAP
500
Arax Advisory Partners
Colorado
$1.34K

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.