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State Street Blackstone High Income ETF

52 hedge funds and large institutions have $97.9M invested in State Street Blackstone High Income ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

44% more funds holding

Funds holding: 3652 (+16)

40% more capital invested

Capital invested by funds: $69.8M → $97.9M (+$28M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20.77% more ownership

Funds ownership: 55.71%76.48% (+21%)

Holders
52
Holders Change
+16
Holders Change %
+44.44%
% of All Funds
0.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
20
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
26
Cooper Financial Group
California
$591K -$1.76K -64 -0.3%
CWA
27
Centennial Wealth Advisory
Michigan
$586K -$33.3K -1,209 -5%
OMC
28
Old Mission Capital
Illinois
$586K +$573K +20,818 New
RJA
29
Raymond James & Associates
Florida
$532K +$521K +18,900 New
HighTower Advisors
30
HighTower Advisors
Illinois
$494K +$484K +17,558 New
AWA
31
Arete Wealth Advisors
Illinois
$474K +$3.19K +116 +0.7%
CWM
32
Collaborative Wealth Management
Florida
$472K +$259K +9,388 +127%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$440K +$118K +4,278 +38%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$436K +$419K +15,216 +5,302%
MFGM
35
Marshall Financial Group (Maryland)
Maryland
$412K -$18.8K -683 -4%
GLR
36
Great Lakes Retirement
Ohio
$406K +$398K +14,449 New
NC
37
NovaPoint Capital
Georgia
$370K -$3.28K -119 -0.9%
Comerica Bank
38
Comerica Bank
Texas
$304K +$293K +10,629 +5,507%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$287K +$281K +10,186 New
NA
40
NewEdge Advisors
Louisiana
$281K
CAS
41
Coppell Advisory Solutions
Texas
$244K +$239K +8,679 New
RWA
42
Redmont Wealth Advisors
Illinois
$238K +$233K +8,452 New
LA
43
LPF Advisors
Florida
$235K +$230K +8,354 New
HGERS
44
Householder Group Estate & Retirement Specialist
Arizona
$158K +$125K +4,529 +408%
CT
45
Clearstead Trust
Maine
$128K +$125K +4,555 New
FFO
46
Fortitude Family Office
Arizona
$55.1K +$54K +1,959 New
GFPC
47
Global Financial Private Client
Florida
$25.3K
CFD
48
Creative Financial Designs
Indiana
$19K
IA
49
IFP Advisors
Florida
$14.7K +$14.4K +522 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$4.78K +$4.68K +170 New