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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
SWM
201
Sagace Wealth Management
Florida
$2.08M +$2.08M +49,776 New
AUIM
202
Aegon USA Investment Management
Iowa
$2.06M +$297K +7,100 +17%
VCP
203
Verus Capital Partners
Arizona
$2.01M +$33.1K +790 +2%
SPC
204
Sigma Planning Corp
Michigan
$2M +$211K +5,048 +12%
EH
205
Equitable Holdings
New York
$1.97M +$259K +6,188 +15%
AI
206
AXS Investments
New York
$1.96M -$1.42K -34 -0.1%
NW
207
NewEdge Wealth
Pennsylvania
$1.95M +$98.2K +2,346 +5%
NP
208
Nilsine Partners
Colorado
$1.94M +$57.9K +1,384 +3%
SS
209
Sunbelt Securities
Texas
$1.9M +$3.39K +81 +0.2%
WS
210
Wedbush Securities
California
$1.9M -$171K -4,084 -8%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$1.86M +$141K +3,373 +8%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$1.85M -$4.48K -107 -0.2%
RWA
213
Rooted Wealth Advisors
Illinois
$1.79M -$616K -14,705 -26%
CAG
214
Csenge Advisory Group
Florida
$1.79M -$165K -3,937 -8%
IRC
215
Investors Research Corp
Georgia
$1.79M
Sumitomo Mitsui Trust Group
216
Sumitomo Mitsui Trust Group
Japan
$1.75M -$177K -4,225 -9%
GWWM
217
Great Waters Wealth Management
Minnesota
$1.74M -$88.6K -2,116 -5%
BDF
218
Black Diamond Financial
Maryland
$1.71M -$78.8K -1,882 -4%
OFG
219
OmniStar Financial Group
North Carolina
$1.71M +$507K +12,097 +42%
DWM
220
Diversify Wealth Management
Utah
$1.71M +$1.74M +41,664 New
DADC
221
D.A. Davidson & Co
Montana
$1.7M +$1.47K +35 +0.1%
NA
222
Nottingham Advisors
New York
$1.67M +$205K +4,892 +14%
AWM
223
Axxcess Wealth Management
California
$1.65M -$10.5K -250 -0.6%
First Trust Advisors
224
First Trust Advisors
Illinois
$1.65M -$54.3K -1,296 -3%
PMA
225
Prudent Man Advisors
Illinois
$1.6M

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.