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State Street Blackstone High Income ETF

23 hedge funds and large institutions have $38.7M invested in State Street Blackstone High Income ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more capital invested

Capital invested by funds: $22.9M → $38.7M (+$15.8M)

64% more funds holding

Funds holding: 1423 (+9)

11.52% more ownership

Funds ownership: 19.16%30.68% (+12%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
23
Holders Change
+9
Holders Change %
+64.29%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
6
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RHP
1
Royal Harbor Partners
Texas
$14.4M +$14.3M +519,262 New
Osaic Holdings
2
Osaic Holdings
Arizona
$5.17M +$183K +6,656 +4%
HW
3
Hedeker Wealth
Illinois
$2.57M -$23.6K -855 -0.9%
HAC
4
Harbor Advisory Corp
New Hampshire
$2.57M -$45.2K -1,639 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.44M +$135K +4,907 +6%
AWM
6
AE Wealth Management
Kansas
$2.41M +$7.03K +255 +0.3%
AI
7
Auour Investments
Massachusetts
$1.77M +$1.76M +63,923 New
OMC
8
Old Mission Capital
Illinois
$1.29M +$1.28M +46,538 New
AC
9
AIFG Consultants
New York
$877K -$2.37K -86 -0.3%
ASN
10
Advisory Services Network
Georgia
$742K +$94.9K +3,441 +15%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$623K +$189K +6,866 +44%
CWA
12
Centennial Wealth Advisory
Michigan
$622K +$1.13K +41 +0.2%
Jane Street
13
Jane Street
New York
$607K -$2.49M -90,249 -80%
CFG
14
Cooper Financial Group
California
$585K
SSWM
15
Sheets Smith Wealth Management
North Carolina
$521K +$518K +18,790 New
LSA
16
L & S Advisors
California
$455K +$452K +16,409 New
MFGM
17
Marshall Financial Group (Maryland)
Maryland
$439K -$1.2M -43,478 -73%
NC
18
NovaPoint Capital
Georgia
$368K +$366K +13,282 New
CAS
19
Coppell Advisory Solutions
Texas
$207K +$206K +7,487 New
OLVIG
20
Oliver Lagore Vanvalin Investment Group
Michigan
$17.8K +$17.7K +643 New
UBS Group
21
UBS Group
Switzerland
$13.9K -$4.13K -150 -23%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$8K
FMII
23
Farmers & Merchants Investments Inc
Nebraska
$55 +$55 +2 New

HYBL Hedge Fund Activity: Q2 2023 in Review

23 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone High Income ETF (HYBL) for Q2 2023, worth a combined $38.7M — up 69% from $22.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYBL positions and 0 closed out — a net gain of 9 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Royal Harbor Partners, opening a new position worth an estimated $14.3M. The largest seller was Jane Street, cutting an estimated $2.49M.

  • 23 institutional investors held State Street Blackstone High Income ETF (HYBL) as of Q2 2023, up from 14 in Q1 2023.
  • Funds reported $38.7M of State Street Blackstone High Income ETF stock for Q2 2023, up 69% quarter-over-quarter.
  • 9 funds opened new State Street Blackstone High Income ETF positions in Q2 2023 and 0 closed out, a net change of +9 holders.
  • The largest State Street Blackstone High Income ETF buyer in Q2 2023 was Royal Harbor Partners, an estimated $14.3M added.
  • The largest State Street Blackstone High Income ETF seller in Q2 2023 was Jane Street, an estimated $2.49M sold.

Based on aggregated 13F filings for Q2 2023.