State Street Blackstone High Income ETF
HYBL
60 hedge funds and large institutions have $111M invested in State Street Blackstone High Income ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 13
20% more funds holding
Funds holding: 50 → 60 (+10)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less capital invested
Capital invested by funds: $117M → $111M (-$5.08M)
4.09% less ownership
Funds ownership: 78.26% → 74.17% (-4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$3.16M |
| 2 |
Goldman Sachs
New York
|
+$2.35M |
| 3 |
LIA
Luken Investment Analytics
Brentwood,
Tennessee
|
+$1.96M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.91M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RH
RFG Holdings
Argyle,
Texas
|
-$18.7M |
| 2 |
RHP
Royal Harbor Partners
Houston,
Texas
|
-$5.51M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$214K |
| 4 |
AI
Auour Investments
Woburn,
Massachusetts
|
-$194K |
| 5 |
Jane Street
New York
|
-$166K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CT
51
Clearstead Trust
Portland,
Maine
| $129K | – | – | – |
|
|
GI
52
Gradient Investments
Arden Hills,
Minnesota
| $74.5K | +$74.3K | +2,636 | New |
|
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $45.7K | +$45.5K | +1,616 | New |
|
|
GFPC
54
Global Financial Private Client
Sarasota,
Florida
| $25.4K | – | – | – |
|
|
VAG
55
VisionPoint Advisory Group
Dallas,
Texas
| $25.4K | – | – | – |
|
|
CFD
56
Creative Financial Designs
Kokomo,
Indiana
| $19.1K | – | – | – |
|
|
LFG
57
Larson Financial Group
St Louis,
Missouri
| $14.1K | +$14.1K | +500 | New |
|
|
AF
58
Allworth Financial
Folsom,
California
| $13.1K | – | – | – |
|
|
LIA
59
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| $8.48K | +$8.45K | +300 | New |
|
|
IAIM
60
International Assets Investment Management
Orlando,
Florida
| $5.93K | +$5.92K | +210 | New |
|
61
JP Morgan Chase
New York
| – | -$4.26K | -150 | Closed |
|
62
Morgan Stanley
New York
| – | -$30 | -1 | Closed |
|
HYBL Hedge Fund Activity: Q2 2024 in Review
60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone High Income ETF (HYBL) for Q2 2024, worth a combined $111M — down 4.4% from $117M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HYBL positions and 2 closed out — a net gain of 11 holders — while 26 added to existing stakes and 13 trimmed.
The largest buyer was Authentikos Wealth Advisory, opening a new position worth an estimated $3.16M. The largest seller was RFG Holdings, cutting an estimated $18.7M.
- 60 institutional investors held State Street Blackstone High Income ETF (HYBL) as of Q2 2024, up from 50 in Q1 2024.
- Funds reported $111M of State Street Blackstone High Income ETF stock for Q2 2024, down 4.4% quarter-over-quarter.
- 13 funds opened new State Street Blackstone High Income ETF positions in Q2 2024 and 2 closed out, a net change of +11 holders.
- The largest State Street Blackstone High Income ETF buyer in Q2 2024 was Authentikos Wealth Advisory, an estimated $3.16M added.
- The largest State Street Blackstone High Income ETF seller in Q2 2024 was RFG Holdings, an estimated $18.7M sold.
Based on aggregated 13F filings for Q2 2024.