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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
RWA
176
Rooted Wealth Advisors
Illinois
$2.41M +$68.2K +1,627 +3%
PAG
177
Private Advisor Group
New Jersey
$2.39M -$60.6K -1,446 -2%
PAS
178
Park Avenue Securities
New York
$2.39M +$181K +4,325 +8%
SI
179
Stephens Inc
Arkansas
$2.31M +$363K +8,657 +19%
GSIAS
180
Garden State Investment Advisory Services
New Jersey
$2.29M -$20K -477 -0.9%
SWM
181
Seed Wealth Management
Illinois
$2.28M -$183K -4,355 -7%
IFG
182
Independent Financial Group
California
$2.28M +$203K +4,833 +10%
CIA
183
Capital Investment Advisors
Georgia
$2.22M -$237K -5,659 -10%
CFGF
184
Compass Financial Group (Florida)
Florida
$2.2M +$1.05K +25 +0%
RFWA
185
RPg Family Wealth Advisory
Massachusetts
$2.16M -$317K -7,563 -13%
NA
186
NewEdge Advisors
Louisiana
$2.13M +$39.5K +942 +2%
WS
187
Wedbush Securities
California
$2.09M -$339K -8,100 -14%
PA
188
PFG Advisors
Arizona
$2.08M +$174K +4,149 +9%
GM
189
GeoWealth Management
Illinois
$2.06M +$791K +18,876 +63%
TPWM
190
Twelve Points Wealth Management
Massachusetts
$2.03M +$161K +3,850 +9%
VCP
191
Verus Capital Partners
Arizona
$1.99M +$73.3K +1,748 +4%
AI
192
AXS Investments
New York
$1.98M +$83.8K +2,000 +4%
CAG
193
Csenge Advisory Group
Florida
$1.97M -$23.8K -568 -1%
PCA
194
Pallas Capital Advisors
Massachusetts
$1.95M +$356K +8,506 +22%
Sumitomo Mitsui Trust Group
195
Sumitomo Mitsui Trust Group
Japan
$1.94M +$647K +15,444 +50%
1WM
196
1900 Wealth Management
Texas
$1.92M -$360K -8,590 -16%
SS
197
Sunbelt Securities
Texas
$1.91M +$2.22K +53 +0.1%
NP
198
Nilsine Partners
Colorado
$1.9M +$160K +3,828 +9%
SWP
199
Stratos Wealth Partners
Ohio
$1.89M -$204K -4,871 -10%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$1.87M +$424K +10,124 +30%

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.