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State Street Blackstone Senior Loan ETF

505 hedge funds and large institutions have $4.78B invested in State Street Blackstone Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 195 increasing their positions, 207 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $2.53M

1% less funds holding

Funds holding: 509505 (-4)

0.97% less ownership

Funds ownership: 79.97%78.99% (-0.97%)

4% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 50

4% less capital invested

Capital invested by funds: $4.99B → $4.78B (-$210M)

6% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 207

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

Holders
505
Holders Change
-4
Holders Change %
-0.79%
% of All Funds
7.25%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.46%
New
48
Increased
195
Reduced
207
Closed
50
Calls
$2.86M
Puts
$2.53M
Net Calls
+$325K
Net Calls Change
+$463K
Name Holding Trade Value Shares
Change
Change in
Stake
WM
151
Whitford Management
New York
$3.01M -$1.99M -47,784 -40%
AWS
152
Atria Wealth Solutions
New York
$3.01M +$68.9K +1,655 +2%
NA
153
NewEdge Advisors
Louisiana
$2.99M -$398K -9,555 -12%
CM
154
Cercano Management
Washington
$2.99M -$20.3M -487,176 -87%
HWP
155
Hibernia Wealth Partners
Louisiana
$2.92M +$49.8K +1,197 +2%
IAN
156
Integrated Advisors Network
Texas
$2.91M -$270K -6,483 -9%
MMA
157
Miracle Mile Advisors
California
$2.86M +$92.3K +2,217 +3%
PPWM
158
Perissos Private Wealth Management
Oklahoma
$2.83M -$241K -5,785 -8%
AFG
159
Albion Financial Group
Utah
$2.83M -$370K -8,896 -12%
BFA
160
Brendel Financial Advisors
New Hampshire
$2.81M -$293K -7,043 -9%
TPWM
161
Twelve Points Wealth Management
Massachusetts
$2.75M +$408K +9,813 +17%
CG
162
Cynosure Group
Utah
$2.71M -$1.71M -41,165 -39%
WIA
163
World Investment Advisors
California
$2.69M +$106K +2,541 +4%
SI
164
Stephens Inc
Arkansas
$2.67M +$359K +8,616 +16%
RFWA
165
RPg Family Wealth Advisory
Massachusetts
$2.62M +$203K +4,866 +8%
IFG
166
Independent Financial Group
California
$2.62M +$512K +12,295 +24%
MLA
167
My Legacy Advisors
Oregon
$2.57M -$344K -8,274 -12%
NS
168
NBC Securities
Alabama
$2.53M +$26.3K +632 +1%
WMA
169
Wealth Management Associates
New Jersey
$2.51M +$98.7K +2,372 +4%
BCC
170
Bain Capital Credit
Massachusetts
$2.51M -$21M -503,758 -89%
Amundi
171
Amundi
France
$2.5M -$1.66M -40,000 -40%
PP
172
Prudential plc
United Kingdom
$2.43M +$15.8K +380 +0.7%
EH
173
Equitable Holdings
New York
$2.39M +$418K +10,044 +21%
SW
174
Simplicity Wealth
New Jersey
$2.33M +$1.77M +42,446 +319%
BFA
175
BBJS Financial Advisors
Washington
$2.31M +$2.3M +55,331 New

SRLN Hedge Fund Activity: Q3 2024 in Review

505 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q3 2024, worth a combined $4.78B — down 4.2% from $4.99B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SRLN and 48 opened new positions — a net loss of 2 holders — while 207 trimmed existing stakes and 195 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $469M. The largest seller was Bank of America, cutting an estimated $191M.

  • 505 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q3 2024, down from 509 in Q2 2024.
  • Funds reported $4.78B of State Street Blackstone Senior Loan ETF stock for Q3 2024, down 4.2% quarter-over-quarter.
  • 48 funds opened new State Street Blackstone Senior Loan ETF positions in Q3 2024 and 50 closed out, a net change of -2 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q3 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $469M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q3 2024 was Bank of America, an estimated $191M sold.

Based on aggregated 13F filings for Q3 2024.