We are live on ! Find out more
SRLN icon

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
SP
76
Stablepoint Partners
Massachusetts
$10.2M +$907K +21,679 +10%
GFG
77
Goldstone Financial Group
Illinois
$9.8M +$436K +10,432 +5%
SAM
78
Secure Asset Management
Michigan
$9.71M +$2.12M +50,635 +28%
Loomis, Sayles & Company
79
Loomis, Sayles & Company
Massachusetts
$9.64M +$1.65M +39,415 +21%
RWM
80
Refined Wealth Management
Utah
$8.96M -$19.2K -459 -0.2%
FFA
81
Fragasso Financial Advisors
Pennsylvania
$8.93M +$349K +8,351 +4%
First Manhattan
82
First Manhattan
New York
$8.85M +$9.41K +225 +0.1%
MAG
83
MRA Advisory Group
New Jersey
$8.7M +$595K +14,232 +7%
SWM
84
Sagace Wealth Management
Florida
$8.55M +$6.28M +150,125 +274%
SFA
85
Semmax Financial Advisors
North Carolina
$8.47M +$1.58M +37,821 +23%
DWP
86
Destiny Wealth Partners
Florida
$8.44M +$209K +5,007 +3%
IWC
87
Integrated Wealth Concepts
Massachusetts
$8.39M +$75.9K +1,814 +0.9%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$8.32M +$53.7K +1,283 +0.6%
Ninety One (UK)
89
Ninety One (UK)
United Kingdom
$8.28M +$8.3M +198,400 New
DWM
90
Drive Wealth Management
Utah
$8.23M +$780K +18,654 +10%
SA
91
Shilanski & Associates
Alaska
$8.07M +$263K +6,287 +3%
SC
92
Scotia Capital
Ontario, Canada
$8.06M -$1.54M -36,718 -16%
AA
93
ACT Advisors
North Carolina
$7.95M +$7.97M +190,454 New
HP
94
Hilltop Partners
Indiana
$7.86M +$532K +12,720 +7%
HWAM
95
Hennion & Walsh Asset Management
New Jersey
$7.82M +$1.95M +46,620 +33%
AssetMark Inc
96
AssetMark Inc
California
$7.45M +$128K +3,062 +2%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$7.44M -$888K -21,229 -11%
LHA
98
Little Harbor Advisors
Massachusetts
$7.24M +$382K +9,120 +6%
NC
99
NewSquare Capital
Pennsylvania
$7.13M +$101K +2,423 +1%
FA
100
FC Advisory
Pennsylvania
$7.04M +$412K +9,841 +6%

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.