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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
PFS
151
Prospera Financial Services
Texas
$3.85M -$340K -8,110 -8%
SRSA
152
S.R. Schill & Associates
Washington
$3.79M +$3.8M +90,755 New
SPIA
153
Steward Partners Investment Advisory
New York
$3.63M +$103K +2,461 +3%
VWA
154
Visionary Wealth Advisors
Illinois
$3.52M +$123K +2,927 +4%
Truist Financial
155
Truist Financial
North Carolina
$3.5M +$20.1K +479 +0.6%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$3.47M +$3.47M +82,982 New
UWM
157
USAdvisors Wealth Management
Minnesota
$3.42M +$373K +8,913 +12%
TA
158
TFG Advisers
Michigan
$3.41M +$518K +12,363 +18%
NA
159
NewEdge Advisors
Louisiana
$3.39M +$1.28M +30,534 +60%
AWAG
160
ARS Wealth Advisors Group
Florida
$3.39M -$288K -6,885 -8%
FSI
161
Flow State Investments
Illinois
$3.31M +$406K +9,700 +14%
PAS
162
Park Avenue Securities
New York
$3.25M +$885K +21,143 +37%
BWG
163
Beta Wealth Group
California
$3.22M +$182K +4,336 +6%
AFG
164
Albion Financial Group
Utah
$3.2M -$124K -2,961 -4%
EP
165
Edgestream Partners
New Jersey
$3.19M +$3.2M +76,362 New
HA
166
Hofer & Associates
California
$3.19M +$80K +1,911 +3%
IAN
167
Integrated Advisors Network
Texas
$3.18M +$107K +2,564 +3%
JWCA
168
J.W. Coons Advisors
Ohio
$3.15M +$114K +2,720 +4%
RBC
169
Romano Brothers & Co
Illinois
$3.13M -$140K -3,350 -4%
BFA
170
Brendel Financial Advisors
New Hampshire
$3.11M -$45.2K -1,080 -1%
PPWM
171
Perissos Private Wealth Management
Oklahoma
$3.07M +$262K +6,261 +9%
APC
172
Aspire Private Capital
North Carolina
$2.95M +$69.4K +1,657 +2%
AWS
173
Atria Wealth Solutions
New York
$2.94M +$6.66K +159 +0.2%
SOS
174
Silver Oak Securities
Tennessee
$2.94M +$213K +5,083 +8%
Macquarie Group
175
Macquarie Group
Australia
$2.93M +$2.93M +70,000 New

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.