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State Street Blackstone Senior Loan ETF

479 hedge funds and large institutions have $4.39B invested in State Street Blackstone Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 156 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 156

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

10% more capital invested

Capital invested by funds: $4.01B → $4.39B (+$381M)

0.59% more ownership

Funds ownership: 77.48%78.07% (+0.59%)

0% more funds holding

Funds holding: 479479 (0)

95% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $21.8M

Holders
479
Holders Change
Holders Change %
0%
% of All Funds
6.9%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.48%
New
55
Increased
215
Reduced
156
Closed
47
Calls
$1.06M
Puts
$21.8M
Net Calls
-$20.8M
Net Calls Change
+$39.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
101
NewSquare Capital
Pennsylvania
$6.87M -$159K -3,787 -2%
ACM
102
AlphaStar Capital Management
North Carolina
$6.83M +$1.26M +30,179 +23%
RIA
103
Regal Investment Advisors
Michigan
$6.81M -$126K -3,010 -2%
Envestnet Portfolio Solutions
104
Envestnet Portfolio Solutions
Illinois
$6.75M +$1.53M +36,398 +29%
HP
105
Hilltop Partners
Indiana
$6.64M +$379K +9,040 +6%
AI
106
Atria Investments
North Carolina
$6.57M +$2.77M +66,101 +74%
LHA
107
Little Harbor Advisors
Massachusetts
$6.41M -$127K -3,042 -2%
MAG
108
MRA Advisory Group
New Jersey
$6.19M +$675K +16,110 +12%
FA
109
FC Advisory
Pennsylvania
$6.18M +$145K +3,461 +2%
Corient Private Wealth
110
Corient Private Wealth
Florida
$6.13M -$187K -4,471 -3%
SP
111
Stablepoint Partners
Massachusetts
$6.09M +$894K +21,321 +17%
KFP
112
KMG Fiduciary Partners
Ohio
$5.88M +$907K +21,642 +18%
JFG
113
Jefferies Financial Group
New York
$5.88M +$50.9K +1,215 +0.9%
LIA
114
Luken Investment Analytics
Tennessee
$5.8M +$554K +13,230 +11%
OCFG
115
O'Connor Financial Group
Illinois
$5.65M +$211K +5,043 +4%
BPA
116
Beacon Pointe Advisors
California
$5.5M -$259K -6,175 -5%
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$5.3M +$1.35M +32,127 +34%
WM
118
Whitford Management
New York
$5.05M +$20.3K +485 +0.4%
CAG
119
Curtis Advisory Group
California
$5.03M +$2.78M +66,323 +125%
BAAM
120
Baker Avenue Asset Management
California
$4.91M -$2.25M -53,692 -32%
WCM
121
Windsor Capital Management
Arizona
$4.9M +$16.1K +383 +0.3%
CA
122
Calton & Associates
Florida
$4.73M -$209K -4,999 -4%
CCA
123
Catalyst Capital Advisors
New York
$4.7M
BCI
124
Brinker Capital Investments
Pennsylvania
$4.52M +$744K +17,745 +20%
OPS
125
Orion Portfolio Solutions
Nebraska
$4.52M +$744K +17,745 +20%

SRLN Hedge Fund Activity: Q1 2024 in Review

479 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q1 2024, worth a combined $4.39B — up 9.5% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SRLN positions and 47 closed out — a net gain of 8 holders — while 215 added to existing stakes and 156 trimmed.

The largest buyer was Bank of America, adding an estimated $205M. The largest seller was Morgan Stanley, cutting an estimated $54.1M.

  • 479 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $4.39B of State Street Blackstone Senior Loan ETF stock for Q1 2024, up 9.5% quarter-over-quarter.
  • 55 funds opened new State Street Blackstone Senior Loan ETF positions in Q1 2024 and 47 closed out, a net change of +8 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q1 2024 was Bank of America, an estimated $205M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q1 2024 was Morgan Stanley, an estimated $54.1M sold.

Based on aggregated 13F filings for Q1 2024.