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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.04B -$28.8K -688 -3%
Bank of America
2
Bank of America
North Carolina
$446M +$31.5M +752,397 +8%
BlackRock
3
BlackRock
New York
$382M +$265M +6,334,739 +225%
OPAM
4
Ocean Park Asset Management
California
$327M +$316M +7,554,382 +2,785%
APSPRSPT
5
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$323M +$8.6M +205,522 +3%
Morgan Stanley
6
Morgan Stanley
New York
$310M +$5.25M +125,458 +2%
Goldman Sachs
7
Goldman Sachs
New York
$286M +$103M +2,458,226 +56%
State of Tennessee, Department of Treasury
8
State of Tennessee, Department of Treasury
Tennessee
$248M +$89.1M +2,130,217 +56%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
9
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$227M -$244M -5,824,000 -52%
SIM
10
Symetra Investment Management
Connecticut
$171M +$65M +1,554,475 +61%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$141M +$115M +2,755,100 +436%
State Street
12
State Street
Massachusetts
$136M +$9.25M +221,067 +7%
LPL Financial
13
LPL Financial
California
$118M +$8.31M +198,616 +8%
Ensign Peak Advisors
14
Ensign Peak Advisors
Utah
$117M +$20.5M +490,000 +21%
Bank of Nova Scotia
15
Bank of Nova Scotia
Ontario, Canada
$105M +$30.4M +726,645 +40%
JP Morgan Chase
16
JP Morgan Chase
New York
$93.4M +$93.5M +2,235,560 +69,298%
Wells Fargo
17
Wells Fargo
California
$89.2M +$34.6M +826,161 +63%
Renaissance Technologies
18
Renaissance Technologies
New York
$85.7M +$4.99M +119,269 +6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$82.2M +$9.62M +230,084 +13%
UBS Group
20
UBS Group
Switzerland
$68.7M +$18.9M +451,057 +38%
APC
21
Aristotle Pacific Capital
California
$65.7M +$5.02M +119,904 +8%
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$64.7M +$64.8M +1,550,000 New
Wellington Management Group
23
Wellington Management Group
Massachusetts
$63.6M +$10.7M +256,800 +20%
MD
24
Money Design
Japan
$60.4M +$22.3M +532,157 +58%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$59.7M +$13.6M +325,153 +29%

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.