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State Street Blackstone Senior Loan ETF

528 hedge funds and large institutions have $7.11B invested in State Street Blackstone Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 242 increasing their positions, 152 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 42

59% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 152

49% more capital invested

Capital invested by funds: $4.78B → $7.11B (+$2.33B)

13% more funds holding in top 10

Funds holding in top 10: 3236 (+4)

5% more funds holding

Funds holding: 505528 (+23)

1% less call options, than puts

Call options by funds: $2.02M | Put options by funds: $2.03M

2.65% less ownership

Funds ownership: 78.99%76.34% (-2.6%)

Holders
528
Holders Change
+23
Holders Change %
+4.55%
% of All Funds
6.95%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.47%
New
75
Increased
242
Reduced
152
Closed
42
Calls
$2.02M
Puts
$2.03M
Net Calls
-$16K
Net Calls Change
-$341K
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
176
Perissos Private Wealth Management
Oklahoma
$2.73M -$95.7K -2,287 -3%
MLA
177
My Legacy Advisors
Oregon
$2.69M +$118K +2,824 +5%
WMA
178
Wealth Management Associates
New Jersey
$2.62M +$109K +2,615 +4%
WIA
179
World Investment Advisors
California
$2.62M -$73.5K -1,756 -3%
BFA
180
Brendel Financial Advisors
New Hampshire
$2.54M -$271K -6,476 -10%
KAS
181
Kestra Advisory Services
Texas
$2.49M +$1.84M +43,957 +280%
RFWA
182
RPg Family Wealth Advisory
Massachusetts
$2.49M -$134K -3,215 -5%
AWS
183
Atria Wealth Solutions
New York
$2.46M -$548K -13,112 -18%
AFG
184
Albion Financial Group
Utah
$2.43M -$391K -9,353 -14%
BEI
185
Benjamin Edwards Inc
Missouri
$2.41M +$696K +16,635 +41%
AFM
186
Aspetuck Financial Management
Connecticut
$2.38M +$2.39M +57,050 New
IAIM
187
International Assets Investment Management
Florida
$2.35M -$98.4M -2,353,274 -98%
NP
188
Nilsine Partners
Colorado
$2.29M +$285K +6,812 +14%
CFGF
189
Compass Financial Group (Florida)
Florida
$2.21M -$711 -17 -0%
FIA
190
Foundations Investment Advisors
Arizona
$2.2M +$236K +5,640 +12%
MML Investors Services
191
MML Investors Services
Massachusetts
$2.14M +$349K +8,343 +19%
VCP
192
Verus Capital Partners
Arizona
$2.11M +$57.7K +1,379 +3%
CCMG
193
Clark Capital Management Group
Pennsylvania
$2.1M +$60.7K +1,450 +3%
OFG
194
OmniStar Financial Group
North Carolina
$2.09M +$15.5K +370 +0.7%
GSEP
195
Golden State Equity Partners
California
$2.07M +$2.07M +49,526 +353,757%
BCA
196
Bay Capital Advisors
Virginia
$2M +$2.01M +48,037 New
HF
197
HRT Financial
New York
$2M +$502K +11,999 +33%
AUIM
198
Aegon USA Investment Management
Iowa
$1.97M
CIA
199
Capital Investment Advisors
Georgia
$1.9M -$135K -3,221 -7%
QP
200
Quartz Partners
New York
$1.9M +$120K +2,866 +7%

SRLN Hedge Fund Activity: Q4 2024 in Review

528 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone Senior Loan ETF (SRLN) for Q4 2024, worth a combined $7.11B — up 49% from $4.78B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SRLN positions and 42 closed out — a net gain of 33 holders — while 242 added to existing stakes and 152 trimmed.

The largest buyer was Ocean Park Asset Management, adding an estimated $316M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $244M.

  • 528 institutional investors held State Street Blackstone Senior Loan ETF (SRLN) as of Q4 2024, up from 505 in Q3 2024.
  • Funds reported $7.11B of State Street Blackstone Senior Loan ETF stock for Q4 2024, up 49% quarter-over-quarter.
  • 75 funds opened new State Street Blackstone Senior Loan ETF positions in Q4 2024 and 42 closed out, a net change of +33 holders.
  • The largest State Street Blackstone Senior Loan ETF buyer in Q4 2024 was Ocean Park Asset Management, an estimated $316M added.
  • The largest State Street Blackstone Senior Loan ETF seller in Q4 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2024.