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State Street Blackstone High Income ETF

71 hedge funds and large institutions have $190M invested in State Street Blackstone High Income ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 9

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

64% more capital invested

Capital invested by funds: $116M → $190M (+$74.3M)

16% more funds holding

Funds holding: 6171 (+10)

4.74% more ownership

Funds ownership: 68.47%73.21% (+4.7%)

Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
0.94%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
23
Increased
31
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$1.96M +$81.5K +2,856 +4%
CWM
27
Collaborative Wealth Management
Florida
$1.85M +$563K +19,729 +43%
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$1.58M +$184K +6,449 +13%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.5M +$56K +1,965 +4%
KWA
30
Kingswood Wealth Advisors
California
$1.47M +$1.48M +52,000 New
Wells Fargo
31
Wells Fargo
California
$1.4M +$1.41M +49,426 New
HA
32
Hanover Advisors
South Carolina
$1.36M +$237K +8,300 +21%
PAS
33
Park Avenue Securities
New York
$1.35M +$1.35M +47,479 New
ASN
34
Advisory Services Network
Georgia
$1.08M -$26.8K -939 -2%
TDC
35
Thompson Davis & Co
Virginia
$1.06M +$31.7K +1,112 +3%
Creative Planning
36
Creative Planning
Kansas
$1.03M +$1.04M +36,406 New
SSWM
37
Sheets Smith Wealth Management
North Carolina
$939K +$15.4K +539 +2%
WIA
38
World Investment Advisors
California
$908K +$17.1K +600 +2%
CAS
39
Coppell Advisory Solutions
Texas
$875K +$323K +11,324 +58%
OMC
40
Old Mission Capital
Illinois
$778K +$782K +27,418 New
LSA
41
L & S Advisors
California
$699K
HighTower Advisors
42
HighTower Advisors
Illinois
$671K -$942K -33,020 -58%
CFG
43
Cooper Financial Group
California
$567K -$10.4K -366 -2%
NA
44
NewEdge Advisors
Louisiana
$460K +$33.6K +1,179 +8%
MFGM
45
Marshall Financial Group (Maryland)
Maryland
$442K +$35.7K +1,251 +9%
BRWA
46
B. Riley Wealth Advisors
Florida
$417K
FW
47
FullCircle Wealth
Texas
$335K +$336K +11,783 New
NC
48
NovaPoint Capital
Georgia
$335K +$20K +700 +6%
WIC
49
Woodmont Investment Counsel
Tennessee
$317K
BCM
50
BluePath Capital Management
Georgia
$312K +$20.5K +718 +7%