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State Street Blackstone Senior Loan ETF

522 hedge funds and large institutions have $6.17B invested in State Street Blackstone Senior Loan ETF in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 224 increasing their positions, 172 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 172

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2.21% more ownership

Funds ownership: 76.34%78.55% (+2.2%)

6% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 53

1% less funds holding

Funds holding: 528522 (-6)

13% less capital invested

Capital invested by funds: $7.11B → $6.17B (-$942M)

82% less call options, than puts

Call options by funds: $329K | Put options by funds: $1.84M

Holders
522
Holders Change
-6
Holders Change %
-1.14%
% of All Funds
7%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.5%
New
56
Increased
224
Reduced
172
Closed
53
Calls
$329K
Puts
$1.84M
Net Calls
-$1.51M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HP
76
Hilltop Partners
Indiana
$9.82M +$2.1M +50,549 +27%
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$9.68M -$761K -18,292 -7%
Loomis, Sayles & Company
78
Loomis, Sayles & Company
Massachusetts
$9.38M -$125K -3,006 -1%
FFA
79
Fragasso Financial Advisors
Pennsylvania
$9.37M +$574K +13,790 +6%
First Eagle Investment Management
80
First Eagle Investment Management
New York
$9.15M +$3.76M +90,459 +71%
MAG
81
MRA Advisory Group
New Jersey
$9.11M +$538K +12,941 +6%
IWC
82
Integrated Wealth Concepts
Massachusetts
$8.84M +$571K +13,719 +7%
DWP
83
Destiny Wealth Partners
Florida
$8.75M +$433K +10,399 +5%
DWM
84
Drive Wealth Management
Utah
$8.73M +$625K +15,018 +8%
RWM
85
Refined Wealth Management
Utah
$8.64M -$191K -4,596 -2%
First Manhattan
86
First Manhattan
New York
$8.58M -$141K -3,378 -2%
SFA
87
Semmax Financial Advisors
North Carolina
$8.4M +$107K +2,564 +1%
SA
88
Shilanski & Associates
Alaska
$8.38M +$437K +10,502 +5%
SWM
89
Sagace Wealth Management
Florida
$8.35M -$83.3K -2,002 -1%
Victory Capital Management
90
Victory Capital Management
Texas
$8.23M +$8.32M +200,000 New
HWAM
91
Hennion & Walsh Asset Management
New Jersey
$8.22M +$512K +12,312 +7%
SC
92
Scotia Capital
Ontario, Canada
$7.97M +$28.4K +684 +0.4%
HFS
93
Horizon Financial Services
North Carolina
$7.93M +$8.02M +192,818 New
KFP
94
KMG Fiduciary Partners
Ohio
$7.88M +$1.04M +25,077 +15%
FCM
95
Fortis Capital Management
Washington
$7.77M +$1.83M +44,095 +30%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$7.57M -$2.67M -64,204 -26%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$7.4M -$818K -19,668 -10%
CG
98
Cynosure Group
Utah
$7.19M +$2.17M +52,204 +43%
LHA
99
Little Harbor Advisors
Massachusetts
$7.13M
PWM
100
Perigon Wealth Management
California
$7.1M +$1.57M +37,749 +28%