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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
RBC
151
Romano Brothers & Co
Illinois
$3.3M -$27.2K -650 -0.8%
BFA
152
Brendel Financial Advisors
New Hampshire
$3.17M -$28.5K -680 -0.9%
Amundi
153
Amundi
France
$3.13M
HA
154
Hofer & Associates
California
$3.13M +$271K +6,458 +10%
IAN
155
Integrated Advisors Network
Texas
$3.1M +$120K +2,867 +4%
UWM
156
USAdvisors Wealth Management
Minnesota
$3.07M -$79.2K -1,889 -3%
JWCA
157
J.W. Coons Advisors
Ohio
$3.06M +$90.7K +2,165 +3%
BWG
158
Beta Wealth Group
California
$3.06M +$375K +8,939 +14%
AWS
159
Atria Wealth Solutions
New York
$2.96M +$214K +5,110 +8%
FSI
160
Flow State Investments
Illinois
$2.93M +$402K +9,600 +16%
TA
161
TFG Advisers
Michigan
$2.91M +$500K +11,921 +21%
APC
162
Aspire Private Capital
North Carolina
$2.91M +$242K +5,782 +9%
GRP
163
Global Retirement Partners
California
$2.85M +$172K +4,114 +6%
PPWM
164
Perissos Private Wealth Management
Oklahoma
$2.83M +$2.82M +67,260 New
Cerity Partners
165
Cerity Partners
New York
$2.76M +$838K +20,000 +44%
SOS
166
Silver Oak Securities
Tennessee
$2.75M +$12.5K +298 +0.5%
MLA
167
My Legacy Advisors
Oregon
$2.63M +$123K +2,941 +5%
LCGC
168
Legacy Capital Group California
California
$2.63M +$1.84M +43,928 +236%
LSC
169
Logan Stone Capital
Illinois
$2.62M +$2.61M +62,249 New
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$2.53M +$1.04M +24,741 +70%
PP
171
Prudential plc
United Kingdom
$2.48M -$277K -6,600 -10%
IAIM
172
International Assets Investment Management
Florida
$2.48M +$120K +2,858 +5%
WAMC
173
Western Asset Management Company
California
$2.44M
WMA
174
Wealth Management Associates
New Jersey
$2.42M +$82.1K +1,958 +4%
Mariner
175
Mariner
Kansas
$2.41M +$972K +23,194 +68%

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.