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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
CCM
126
Canal Capital Management
Virginia
$4.8M +$167K +3,989 +4%
EP
127
Edgestream Partners
New Jersey
$4.67M +$1.07M +25,546 +30%
Cerity Partners
128
Cerity Partners
New York
$4.65M +$545K +13,025 +13%
NEI
129
Northwest & Ethical Investments
Ontario, Canada
$4.61M +$4.62M +110,404 New
WA
130
Waverly Advisors
Alabama
$4.37M +$314K +7,506 +8%
T. Rowe Price Associates
131
T. Rowe Price Associates
Maryland
$4.37M
WS
132
Wedbush Securities
California
$4.35M -$292K -6,977 -6%
AAMC
133
Asset Allocation & Management Company
Illinois
$4.25M
AHC
134
Adell Harriman & Carpenter
Texas
$4.24M -$1.94M -46,480 -31%
TPWM
135
Twelve Points Wealth Management
Massachusetts
$4.21M +$1.46M +34,869 +53%
BPA
136
Beacon Pointe Advisors
California
$4.12M -$1.23M -29,368 -23%
PWP
137
Prasad Wealth Partners
Ohio
$4.11M +$4.12M +98,479 New
CWM
138
Congress Wealth Management
Massachusetts
$4.1M -$1.77M -42,399 -30%
NPT
139
National Philanthropic Trust
Pennsylvania
$4.01M
BCI
140
Brinker Capital Investments
Pennsylvania
$3.99M -$187K -4,460 -4%
OPS
141
Orion Portfolio Solutions
Nebraska
$3.99M -$187K -4,460 -4%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$3.98M +$522K +12,470 +15%
CA
143
Calton & Associates
Florida
$3.88M +$1.62M +38,686 +71%
SPIA
144
Steward Partners Investment Advisory
New York
$3.86M +$134K +3,203 +4%
TPA
145
Trivium Point Advisory
Connecticut
$3.8M -$87.7K -2,097 -2%
TA
146
TFG Advisers
Michigan
$3.78M +$182K +4,359 +5%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$3.76M -$16.5M -394,380 -81%
PFS
148
Prospera Financial Services
Texas
$3.73M +$281K +6,717 +8%
HA
149
Hofer & Associates
California
$3.66M +$484K +11,574 +15%
BWG
150
Beta Wealth Group
California
$3.65M +$205K +4,893 +6%

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.