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State Street Blackstone High Income ETF

61 hedge funds and large institutions have $116M invested in State Street Blackstone High Income ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

2% more funds holding

Funds holding: 6061 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

4% more capital invested

Capital invested by funds: $111M → $116M (+$4.26M)

5.7% less ownership

Funds ownership: 74.17%68.47% (-5.7%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
28
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
Hanover Advisors
South Carolina
$1.14M +$161K +5,674 +17%
ASN
27
Advisory Services Network
Georgia
$1.11M
TDC
28
Thompson Davis & Co
Virginia
$1.04M +$323K +11,384 +46%
SSWM
29
Sheets Smith Wealth Management
North Carolina
$935K -$26.4K -931 -3%
WIA
30
World Investment Advisors
California
$901K +$62.6K +2,209 +8%
Bank of America
31
Bank of America
North Carolina
$833K +$823K +29,031 New
LSA
32
L & S Advisors
California
$707K
CFG
33
Cooper Financial Group
California
$585K
RH
34
RFG Holdings
Texas
$575K -$13.8K -486 -2%
CAS
35
Coppell Advisory Solutions
Texas
$560K +$122K +4,288 +28%
NA
36
NewEdge Advisors
Louisiana
$431K +$27.7K +977 +7%
BRWA
37
B. Riley Wealth Advisors
Florida
$422K
MFGM
38
Marshall Financial Group (Maryland)
Maryland
$411K +$8.3K +293 +2%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$347K +$41.3K +1,457 +14%
WIC
40
Woodmont Investment Counsel
Tennessee
$320K
NC
41
NovaPoint Capital
Georgia
$319K -$50.2K -1,770 -14%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$318K +$141K +4,968 +81%
BCM
43
BluePath Capital Management
Georgia
$295K +$46K +1,622 +19%
CWM
44
Congress Wealth Management
Massachusetts
$267K +$263K +9,291 New
HGERS
45
Householder Group Estate & Retirement Specialist
Arizona
$260K +$9.55K +337 +4%
RWA
46
Redmont Wealth Advisors
Illinois
$211K
LA
47
LPF Advisors
Florida
$209K
Comerica Bank
48
Comerica Bank
Texas
$206K -$47K -1,657 -19%
Bessemer Group
49
Bessemer Group
New Jersey
$172K +$170K +6,000 New
JP Morgan Chase
50
JP Morgan Chase
New York
$140K +$138K +4,880 New