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State Street Blackstone Senior Loan ETF

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: 3236 (+4)

5% more funds holding

Funds holding: 505528 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$21M +$50.8K +1,214 +0.2%
Blackstone Inc
52
Blackstone Inc
New York
$20.6M +$16.1M +383,927 +353%
Osaic Holdings
53
Osaic Holdings
Arizona
$19.7M -$9.35M -223,520 -32%
NYLIM
54
New York Life Investment Management
New York
$18.9M +$756K +18,065 +4%
ACM
55
AlphaStar Capital Management
North Carolina
$17.6M +$6.63M +158,445 +60%
LSA
56
L & S Advisors
California
$17.2M +$6.68M +159,622 +63%
Jane Street
57
Jane Street
New York
$17.1M -$16.2M -387,447 -49%
WM
58
Whitford Management
New York
$17M +$14M +334,786 +464%
LSC
59
Logan Stone Capital
Illinois
$16.4M +$6.32M +151,115 +63%
MFG
60
Merit Financial Group
Georgia
$16.1M -$28.8K -688 -0.2%
N
61
Nuveen
North Carolina
$15M +$4.96M +118,634 +49%
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$14.9M +$4.42M +105,599 +42%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$14.5M +$2.01M +47,971 +16%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$13.6M -$1.46M -34,864 -10%
FFA
65
First Foundation Advisors
California
$13.1M +$9.69M +231,696 +278%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$13M +$2.6M +62,179 +25%
BCC
67
Bain Capital Credit
Massachusetts
$13M +$10.5M +250,465 +416%
CTB
68
Country Trust Bank
Illinois
$12.9M +$31.4K +751 +0.2%
KPWS
69
Kestra Private Wealth Services
Texas
$12.4M -$403K -9,643 -3%
Amundi
70
Amundi
France
$11.5M +$8.99M +215,000 +358%
MGIA
71
Matthew Goff Investment Advisor
Texas
$11.5M -$6.53M -156,123 -36%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$10.6M +$1.36M +32,466 +15%
OAM
73
Oppenheimer Asset Management
New York
$10.4M +$146K +3,501 +1%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$10.4M -$449K -10,737 -4%
Citadel Advisors
75
Citadel Advisors
Florida
$10.2M +$4.33M +103,508 +73%

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.