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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
OAM
76
Oppenheimer Asset Management
New York
$10.4M +$1.01M +24,138 +11%
MWM
77
Mission Wealth Management
California
$10.2M -$2.21M -52,705 -18%
SCI
78
Stableford Capital II
Arizona
$10.2M +$846K +20,196 +9%
N
79
Nuveen
North Carolina
$10M
LSA
80
L & S Advisors
California
$9.77M +$2.69M +64,244 +38%
SAM
81
Secure Asset Management
Michigan
$9.64M +$729K +17,419 +8%
DWM
82
Darwin Wealth Management
Florida
$9.48M -$118K -2,824 -1%
SSA
83
Schonfeld Strategic Advisors
New York
$9.4M +$1.84M +43,887 +24%
HCM
84
Hengehold Capital Management
Ohio
$9.35M +$54.4K +1,300 +0.6%
CWM
85
Congress Wealth Management
Massachusetts
$9.23M -$8.71M -208,076 -49%
LSC
86
Logan Stone Capital
Illinois
$9.08M +$6.49M +155,042 +249%
Loomis, Sayles & Company
87
Loomis, Sayles & Company
Massachusetts
$8.97M
RWM
88
Refined Wealth Management
Utah
$8.91M -$78.7K -1,879 -0.9%
AIM
89
Astor Investment Management
Illinois
$8.91M -$1.21M -28,949 -12%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$8.56M +$92.8K +2,216 +1%
PBF
91
Petix & Botte Financial
California
$8.53M +$4.28M +102,249 +100%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$8.43M +$3.18M +75,830 +60%
DWP
93
Destiny Wealth Partners
Florida
$8.29M -$845K -20,173 -9%
SP
94
Stablepoint Partners
Massachusetts
$8.29M +$2.27M +54,113 +37%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$8.24M +$1.54M +36,804 +23%
GFG
96
Goldstone Financial Group
Illinois
$8.18M -$1.51M -35,947 -16%
Millennium Management
97
Millennium Management
New York
$8.18M +$4.12M +98,324 +101%
AAMC
98
Asset Allocation & Management Company
Illinois
$8.17M
FFA
99
Fragasso Financial Advisors
Pennsylvania
$8.13M +$422K +10,083 +5%
PWM
100
Prentice Wealth Management
New York
$8.1M +$750K +17,922 +10%

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.