We are live on ! Find out more
SRLN icon

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
CAG
501
Crestwood Advisors Group
Massachusetts
-$277K -6,600 Closed
SWA
502
Stratos Wealth Advisors
Ohio
-$269K -6,424 Closed
ARC
503
Advisor Resource Council
Texas
-$243K -5,788 Closed
KWA
504
Kingswood Wealth Advisors
California
-$230K -5,488 Closed
DCM
505
Dimension Capital Management
Florida
-$221K -5,271 Closed
TCM
506
Triumph Capital Management
Colorado
-$218K -5,197 Closed
IWA
507
Inspirion Wealth Advisors
Illinois
-$214K -5,107 Closed
FFN
508
Focus Financial Network
Minnesota
-$206K -4,923 Closed
TWM
509
Tradition Wealth Management
Minnesota
-$79K -1,889 Closed
HT
510
Headlands Technologies
Illinois
-$68.5K -1,634 Closed
WT
511
Whittier Trust
California
-$66.8K -1,594 Closed
AAM
512
Advisors Asset Management
Colorado
-$59.4K -1,417 Closed
TPCW
513
TD Private Client Wealth
New York
-$37.1K -886 Closed
SIS
514
Sound Income Strategies
Florida
-$35.5K -847 Closed
VAMG
515
Voisard Asset Management Group
Michigan
-$25.2K -600 Closed
SNB
516
Security National Bank
Nebraska
-$13.7K -326 Closed
TVAMP
517
Tennessee Valley Asset Management Partners
Tennessee
-$12K -285 Closed
GA
518
GoalVest Advisory
New York
-$10.2K -243 Closed
TFGT
519
TS Financial Group (TSFG)
Illinois
-$8K -196 Closed
PCM
520
Penserra Capital Management
California
-$7K -177 Closed
HDIM
521
Hanson & Doremus Investment Management
Vermont
-$3K -67 Closed
GWSG
522
GPS Wealth Strategies Group
Colorado
-$1.47K -35 Closed
NMG
523
New Millennium Group
Utah
-$461 -11 Closed
OLVIG
524
Oliver Lagore Vanvalin Investment Group
Michigan
-$384 -9 Closed
Citigroup
525
Citigroup
New York
-$252 -6 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.