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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
MLA
176
My Legacy Advisors
Oregon
$2.92M +$302K +7,203 +12%
GRP
177
Global Retirement Partners
California
$2.91M +$80.8K +1,929 +3%
HWP
178
Hibernia Wealth Partners
Louisiana
$2.87M +$1.55M +36,930 +116%
DBIA
179
Dumont & Blake Investment Advisors
New Jersey
$2.84M +$1.55M +36,916 +119%
PAG
180
Private Advisor Group
New Jersey
$2.83M +$456K +10,886 +19%
MMA
181
Miracle Mile Advisors
California
$2.77M +$2.77M +66,151 New
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$2.64M +$129K +3,072 +5%
WIA
183
World Investment Advisors
California
$2.59M +$2.59M +61,946 New
LCGC
184
Legacy Capital Group California
California
$2.54M -$72.9K -1,741 -3%
NS
185
NBC Securities
Alabama
$2.5M +$2.3M +54,980 +1,108%
IAIM
186
International Assets Investment Management
Florida
$2.5M +$20.9K +499 +0.8%
MML Investors Services
187
MML Investors Services
Massachusetts
$2.49M +$689K +16,453 +38%
Mariner
188
Mariner
Kansas
$2.42M +$31K +740 +1%
RFWA
189
RPg Family Wealth Advisory
Massachusetts
$2.42M +$282K +6,736 +13%
WMA
190
Wealth Management Associates
New Jersey
$2.42M
PP
191
Prudential plc
United Kingdom
$2.41M -$51.5K -1,230 -2%
TPWM
192
Twelve Points Wealth Management
Massachusetts
$2.35M +$331K +7,913 +16%
GSIAS
193
Garden State Investment Advisory Services
New Jersey
$2.34M +$54.7K +1,307 +2%
ECA
194
Elevated Capital Advisors
Utah
$2.33M -$1.13M -27,056 -33%
SI
195
Stephens Inc
Arkansas
$2.31M +$19.6K +469 +0.9%
SWM
196
Seed Wealth Management
Illinois
$2.22M -$53K -1,265 -2%
CFGF
197
Compass Financial Group (Florida)
Florida
$2.2M +$19.3K +460 +0.9%
CIA
198
Capital Investment Advisors
Georgia
$2.13M -$77.6K -1,853 -4%
FCM
199
Fortis Capital Management
Washington
$2.13M +$1.54M +36,715 +259%
IFG
200
Independent Financial Group
California
$2.11M -$154K -3,672 -7%

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.