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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
CAL
501
Capital Analysts LLC
Pennsylvania
$6K – – –
CIR
502
Clear Investment Research
Georgia
$5.72K – – –
T
503
Tidemark
California
$5.3K -$3.97K -95 -43%
VWM
504
Venturi Wealth Management
Texas
$4.84K +$4.85K +116 New
US Bancorp
505
US Bancorp
Minnesota
$4.67K +$4.68K +112 New
SHF
506
Safe Harbor Fiduciary
Florida
$3.17K -$42 -1 -1%
AWM
507
AllSquare Wealth Management
New York
$3.17K – – –
TRCT
508
Tower Research Capital (TRC)
New York
$3.17K +$3.18K +76 New
NS
509
NBC Securities
Alabama
$2.58K -$2.53M -60,511 -100%
NWWA
510
New Wave Wealth Advisors
Arkansas
$2.34K +$2.34K +56 New
GWSG
511
GPS Wealth Strategies Group
Colorado
$2.29K -$42 -1 -2%
SIS
512
Sound Income Strategies
Florida
$2.25K – – –
RFG
513
REAP Financial Group
Texas
$2.25K +$42 +1 +2%
FWM
514
FLP Wealth Management
Arkansas
$2.21K +$2.22K +53 New
WWP
515
WR Wealth Planners
Missouri
$2.19K +$84 +2 +4%
ACA
516
American Capital Advisory
Idaho
$2.02K – – –
CAWM
517
Capital A Wealth Management
Pennsylvania
$1.08K +$1.09K +26 New
S
518
SignatureFD
Georgia
$1K +$42 +1 +4%
CMP
519
Coston McIsaac & Partners
Maine
$1K – – –
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$876 – – –
PSFG
521
Park Square Financial Group
Georgia
$793 +$795 +19 New
OC
522
Oarsman Capital
Wisconsin
$501 – – –
National Bank of Canada
523
National Bank of Canada
Quebec, Canada
$459 -$70.4K -1,682 -99%
EWA
524
EverSource Wealth Advisors
Alabama
$376 – – –
NMG
525
New Millennium Group
Utah
$250 – – –
19 20
21
22 23

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.