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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
IAA
101
Independent Advisor Alliance
North Carolina
$6.99M +$7.01M +167,497 New
KFP
102
KMG Fiduciary Partners
Ohio
$6.95M +$265K +6,336 +4%
LIA
103
Luken Investment Analytics
Tennessee
$6.77M -$224K -5,349 -3%
PBF
104
Petix & Botte Financial
California
$6.77M -$2.1M -50,209 -24%
JFG
105
Jefferies Financial Group
New York
$6.74M +$839K +20,047 +14%
CCA
106
Catalyst Capital Advisors
New York
$6.68M
Macquarie Group
107
Macquarie Group
Australia
$6.68M
WAS
108
WESPAC Advisors SoCal
California
$6.51M +$530K +12,659 +9%
OCFG
109
O'Connor Financial Group
Illinois
$6.21M +$233K +5,572 +4%
FCM
110
Fortis Capital Management
Washington
$6.04M +$2.88M +68,829 +91%
HAC
111
Harbor Advisory Corp
New Hampshire
$5.95M -$4.54M -108,597 -43%
FF
112
Friedenthal Financial
New Jersey
$5.89M +$4.46M +106,587 +309%
RRWA
113
Rainey & Randall Wealth Advisors
Florida
$5.85M -$332K -7,942 -5%
EH
114
Equitable Holdings
New York
$5.76M +$3.38M +80,809 +141%
CAG
115
Curtis Advisory Group
California
$5.71M +$480K +11,470 +9%
PWM
116
Perigon Wealth Management
California
$5.65M +$3.68M +87,872 +187%
LOIP
117
Live Oak Investment Partners
Texas
$5.61M
1CP
118
1607 Capital Partners
Virginia
$5.46M +$5.48M +130,958 New
First Eagle Investment Management
119
First Eagle Investment Management
New York
$5.33M +$5.34M +127,653 New
SCI
120
Stableford Capital II
Arizona
$5.31M -$56.9K -1,361 -1%
PVM
121
Palogic Value Management
Texas
$5.26M +$318K +7,594 +6%
CW
122
CreativeOne Wealth
Kansas
$5.16M +$772K +18,447 +18%
CG
123
Cynosure Group
Utah
$5.12M +$2.42M +57,762 +89%
Truist Financial
124
Truist Financial
North Carolina
$5.12M +$1.66M +39,603 +48%
WCM
125
Windsor Capital Management
Arizona
$5.11M -$12.3K -295 -0.2%

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.