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State Street Blackstone High Income ETF

94 hedge funds and large institutions have $408M invested in State Street Blackstone High Income ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 21

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

25% more funds holding

Funds holding: 7594 (+19)

24% more capital invested

Capital invested by funds: $330M → $408M (+$78.9M)

2.48% less ownership

Funds ownership: 82.36%79.88% (-2.5%)

Holders
94
Holders Change
+19
Holders Change %
+25.33%
% of All Funds
1.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
24
Increased
42
Reduced
21
Closed
3
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
$3.65M +$855K +29,947 +31%
CAS
27
Coppell Advisory Solutions
Texas
$3.48M +$525K +18,381 +18%
Mariner
28
Mariner
Kansas
$3.48M +$411K +14,386 +13%
EIA
29
Eldridge Investment Advisors
New Hampshire
$3.32M +$390K +13,670 +13%
BCI
30
Brinker Capital Investments
Pennsylvania
$3.08M +$114K +3,981 +4%
WIA
31
World Investment Advisors
California
$2.89M +$64.7K +2,268 +2%
OFS
32
OneAscent Financial Services
Alabama
$2.81M +$2.8M +98,242 New
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$2.78M +$524K +18,346 +23%
CWM
34
Collaborative Wealth Management
Florida
$2.67M +$294K +10,302 +12%
Toronto Dominion Bank
35
Toronto Dominion Bank
Ontario, Canada
$2.58M +$2.57M +89,919 New
OPAM
36
Ocean Park Asset Management
California
$2.34M -$228K -8,000 -9%
AI
37
Auour Investments
Massachusetts
$1.96M -$74.5K -2,611 -4%
OWA
38
ORBA Wealth Advisors
Illinois
$1.83M +$365K +12,771 +25%
Creative Planning
39
Creative Planning
Kansas
$1.35M -$37.5K -1,313 -3%
Goldman Sachs
40
Goldman Sachs
New York
$1.3M +$1.29M +45,353 New
HA
41
Hanover Advisors
South Carolina
$1.28M -$52.2K -1,828 -4%
PAS
42
Park Avenue Securities
New York
$1.27M -$121K -4,252 -9%
TDC
43
Thompson Davis & Co
Virginia
$1.22M +$130K +4,548 +12%
AI
44
Atria Investments
North Carolina
$1.13M +$1.12M +39,325 New
Stifel Financial
45
Stifel Financial
Missouri
$1.1M +$342K +11,991 +46%
ASN
46
Advisory Services Network
Georgia
$1.09M -$8.22K -288 -0.8%
OFO
47
OneAscent Family Office
Alabama
$939K +$935K +32,760 New
VF
48
Virtu Financial
New York
$842K +$839K +29,401 New
SSWM
49
Sheets Smith Wealth Management
North Carolina
$819K +$7.68K +269 +0.9%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$701K +$183K +6,400 +35%