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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
CNBOF
201
City National Bank of Florida
Florida
$1.88M +$1.89M +45,141 New
SPC
202
Sigma Planning Corp
Michigan
$1.87M +$156K +3,728 +9%
CAS
203
Coppell Advisory Solutions
Texas
$1.86M +$668K +15,958 +55%
CAG
204
Csenge Advisory Group
Florida
$1.86M +$193K +4,611 +12%
PMA
205
Prudent Man Advisors
Illinois
$1.85M +$259K +6,200 +16%
First Trust Advisors
206
First Trust Advisors
Illinois
$1.84M +$196K +4,681 +12%
AW
207
Alteri Wealth
California
$1.82M +$1.83M +43,693 New
SW
208
Simplicity Wealth
New Jersey
$1.82M -$504K -12,053 -22%
NFTC
209
North Forty Two & Co
Oregon
$1.8M +$1.81M +43,206 New
AI
210
Atria Investments
North Carolina
$1.8M -$2.8M -66,999 -61%
PIWA
211
Prevail Innovative Wealth Advisors
Kansas
$1.79M +$305K +7,291 +20%
HWMC
212
Heritage Wealth Management (California)
California
$1.79M +$619K +14,791 +53%
IRC
213
Investors Research Corp
Georgia
$1.77M -$15.5K -371 -0.9%
OC
214
Oppenheimer & Co
New York
$1.75M +$500K +11,941 +40%
PAG
215
Paladin Advisory Group
Iowa
$1.74M +$200K +4,774 +13%
JCM
216
J2 Capital Management
Michigan
$1.73M +$1.74M +41,504 New
OPWM
217
Oregon Pacific Wealth Management
Oregon
$1.72M +$1.73M +41,328 New
CWMGO
218
Capstone Wealth Management Group (Oregon)
Oregon
$1.72M +$1.72M +41,140 New
NA
219
Nottingham Advisors
New York
$1.68M +$20.5K +490 +1%
DBIA
220
Dumont & Blake Investment Advisors
New Jersey
$1.63M +$172K +4,121 +12%
GWWM
221
Great Waters Wealth Management
Minnesota
$1.62M -$52K -1,242 -3%
BDF
222
Black Diamond Financial
Maryland
$1.62M -$90.9K -2,172 -5%
Sumitomo Mitsui Trust Group
223
Sumitomo Mitsui Trust Group
Japan
$1.59M -$317K -7,584 -17%
IAS
224
Insigneo Advisory Services
Florida
$1.58M +$422K +10,077 +36%
PAMG
225
Patton Albertson Miller Group
Tennessee
$1.53M -$6.02K -144 -0.4%

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.