We are live on ! Find out more
SRLN icon

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
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$8.07M +$7.21M +172,157 +824%
IWC
102
Integrated Wealth Concepts
Massachusetts
$7.99M +$3.27K +78 +0%
SA
103
Shilanski & Associates
Alaska
$7.86M +$271K +6,483 +4%
MAG
104
MRA Advisory Group
New Jersey
$7.8M +$1.66M +39,729 +27%
AssetMark Inc
105
AssetMark Inc
California
$7.64M -$255K -6,098 -3%
ACM
106
AlphaStar Capital Management
North Carolina
$7.62M +$841K +20,094 +12%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.59M -$331K -7,909 -4%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$7.3M -$92.2K -2,203 -1%
AI
109
Atria Investments
North Carolina
$7.25M +$728K +17,398 +11%
PAIA
110
Park Avenue Institutional Advisers
New York
$7.02M -$427K -10,200 -6%
HP
111
Hilltop Partners
Indiana
$6.84M +$243K +5,796 +4%
NC
112
NewSquare Capital
Pennsylvania
$6.82M
LIA
113
Luken Investment Analytics
Tennessee
$6.81M +$1.05M +25,115 +18%
RIA
114
Regal Investment Advisors
Michigan
$6.78M +$20.2K +483 +0.3%
BPA
115
Beacon Pointe Advisors
California
$6.49M +$1.03M +24,630 +19%
AHC
116
Adell Harriman & Carpenter
Texas
$6.43M -$440K -10,500 -6%
LHA
117
Little Harbor Advisors
Massachusetts
$6.36M
FA
118
FC Advisory
Pennsylvania
$6.2M +$60.8K +1,453 +1%
RRWA
119
Rainey & Randall Wealth Advisors
Florida
$6.13M -$921K -21,989 -13%
KFP
120
KMG Fiduciary Partners
Ohio
$6.03M +$188K +4,488 +3%
Corient Private Wealth
121
Corient Private Wealth
Florida
$5.99M -$80.4K -1,921 -1%
JFG
122
Jefferies Financial Group
New York
$5.88M +$46.6K +1,114 +0.8%
OMC
123
Old Mission Capital
Illinois
$5.76M +$5.77M +137,862 New
OCFG
124
O'Connor Financial Group
Illinois
$5.58M -$36.8K -878 -0.7%
Blackstone Inc
125
Blackstone Inc
New York
$5.27M -$10.1M -240,250 -66%

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.