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State Street Blackstone High Income ETF

50 hedge funds and large institutions have $117M invested in State Street Blackstone High Income ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

19% more capital invested

Capital invested by funds: $97.9M → $117M (+$18.7M)

1.78% more ownership

Funds ownership: 76.48%78.26% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 5250 (-2)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
0.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
9
Increased
27
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
26
L & S Advisors
California
$724K +$27K +960 +4%
GLR
27
Great Lakes Retirement
Ohio
$621K +$209K +7,446 +52%
CWA
28
Centennial Wealth Advisory
Michigan
$604K +$13K +461 +2%
CFG
29
Cooper Financial Group
California
$579K -$17.1K -607 -3%
AWA
30
Arete Wealth Advisors
Illinois
$479K +$197 +7 +0%
TDC
31
Thompson Davis & Co
Virginia
$446K +$441K +15,700 New
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$433K -$6.43K -229 -1%
MFGM
33
Marshall Financial Group (Maryland)
Maryland
$414K -$2K -71 -0.5%
NC
34
NovaPoint Capital
Georgia
$365K -$8.12K -289 -2%
CASC
35
Coppell Advisory Solutions Corp
Texas
$358K +$354K +12,601 New
NA
36
NewEdge Advisors
Louisiana
$347K +$62.1K +2,210 +22%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$298K +$9.05K +322 +3%
BCM
38
BluePath Capital Management
Georgia
$258K +$255K +9,081 New
Comerica Bank
39
Comerica Bank
Texas
$247K -$60K -2,135 -20%
RWA
40
Redmont Wealth Advisors
Illinois
$240K -$365 -13 -0.2%
LA
41
LPF Advisors
Florida
$222K -$14.7K -523 -6%
ACS
42
Archford Capital Strategies
Illinois
$219K +$217K +7,709 New
HGERS
43
Householder Group Estate & Retirement Specialist
Arizona
$214K +$53.4K +1,901 +34%
CT
44
Clearstead Trust
Maine
$129K
VAG
45
VisionPoint Advisory Group
Texas
$25.5K +$25.3K +900 New
GFPC
46
Global Financial Private Client
Florida
$25.3K
CFD
47
Creative Financial Designs
Indiana
$19.2K
AF
48
Allworth Financial
California
$13.1K +$13K +462 New
JP Morgan Chase
49
JP Morgan Chase
New York
$4.26K +$4.21K +150 New
Morgan Stanley
50
Morgan Stanley
New York
$30 +$28 +1 New