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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
SFA
126
Semmax Financial Advisors
North Carolina
$4.36M +$4.28M +102,080 +5,662%
PBF
127
Petix & Botte Financial
California
$4.29M -$4.37M -104,258 -51%
CCM
128
Canal Capital Management
Virginia
$4.26M -$422K -10,062 -9%
CAN
129
Cetera Advisor Networks
California
$4.25M +$242K +5,778 +6%
PFS
130
Prospera Financial Services
Texas
$4.22M -$204K -4,862 -5%
DWM
131
Drive Wealth Management
Utah
$4.19M +$2.09M +49,820 +100%
Millennium Management
132
Millennium Management
New York
$4.1M -$11.1M -265,637 -73%
EWA
133
Exencial Wealth Advisors
Oklahoma
$4.1M -$16.2K -387 -0.4%
CW
134
CreativeOne Wealth
Kansas
$4.08M +$364K +8,691 +10%
HWAM
135
Hennion & Walsh Asset Management
New Jersey
$4.06M -$3.53M -84,181 -47%
NPT
136
National Philanthropic Trust
Pennsylvania
$4.05M -$1.97K -47 -0%
Ameriprise
137
Ameriprise
Minnesota
$4.02M -$883K -21,079 -18%
TPA
138
Trivium Point Advisory
Connecticut
$3.92M +$76.2K +1,819 +2%
CTC
139
Central Trust Company
Missouri
$3.73M +$99.3K +2,370 +3%
CF
140
Centaurus Financial
California
$3.73M +$70.2K +1,674 +2%
AWAG
141
ARS Wealth Advisors Group
Florida
$3.7M -$162K -3,870 -4%
SPIA
142
Steward Partners Investment Advisory
New York
$3.56M +$307K +7,319 +9%
CG
143
Cynosure Group
Utah
$3.55M +$66.5K +1,587 +2%
WB
144
Webster Bank
Connecticut
$3.5M +$50K +1,193 +1%
Truist Financial
145
Truist Financial
North Carolina
$3.5M +$38.4K +916 +1%
ECA
146
Elevated Capital Advisors
Utah
$3.49M -$291K -6,954 -8%
PVM
147
Palogic Value Management
Texas
$3.49M +$864K +20,622 +33%
WA
148
Waverly Advisors
Alabama
$3.45M +$3.44M +82,038 New
VWA
149
Visionary Wealth Advisors
Illinois
$3.42M -$255K -6,085 -7%
AFG
150
Albion Financial Group
Utah
$3.35M +$328K +7,833 +11%

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.