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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
NW
201
NewEdge Wealth
Pennsylvania
$1.85M +$223K +5,316 +14%
GWWM
202
Great Waters Wealth Management
Minnesota
$1.85M -$14.3K -341 -0.8%
LNC
203
Lincoln National Corp
Pennsylvania
$1.83M -$114K -2,719 -6%
MML Investors Services
204
MML Investors Services
Massachusetts
$1.82M -$731K -17,451 -29%
SPC
205
Sigma Planning Corp
Michigan
$1.81M +$1.23M +29,420 +219%
IRC
206
Investors Research Corp
Georgia
$1.8M -$41.9K -999 -2%
BDF
207
Black Diamond Financial
Maryland
$1.79M
AUIM
208
Aegon USA Investment Management
Iowa
$1.78M +$57.5K +1,373 +3%
CA
209
Cetera Advisors
Colorado
$1.76M +$1.09M +26,125 +168%
Koshinski Asset Management
210
Koshinski Asset Management
Illinois
$1.75M -$342K -8,165 -16%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$1.74M +$255K +6,095 +17%
EH
212
Equitable Holdings
New York
$1.73M -$64.1K -1,529 -4%
First Trust Advisors
213
First Trust Advisors
Illinois
$1.71M +$130K +3,108 +8%
DADC
214
D.A. Davidson & Co
Montana
$1.71M +$123K +2,940 +8%
CWMU
215
Caliber Wealth Management (Utah)
Utah
$1.68M -$446K -10,649 -21%
AWM
216
Axxcess Wealth Management
California
$1.67M +$700K +16,708 +73%
PMA
217
Prudent Man Advisors
Illinois
$1.61M
PAMG
218
Patton Albertson Miller Group
Tennessee
$1.59M -$65.3K -1,557 -4%
PCM
219
Parsons Capital Management
Rhode Island
$1.53M -$73.8K -1,762 -5%
LAM
220
LifePro Asset Management
California
$1.51M +$218K +5,196 +17%
PAG
221
Paladin Advisory Group
Iowa
$1.47M +$146K +3,474 +11%
FA
222
Faithward Advisors
Pennsylvania
$1.45M +$1.45M +34,546 New
SWM
223
Spire Wealth Management
Virginia
$1.43M +$31.6K +754 +2%
EP
224
Eudaimonia Partners
Tennessee
$1.41M +$282K +6,718 +25%
EIA
225
Eldridge Investment Advisors
New Hampshire
$1.4M +$1.39M +33,265 New

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.