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State Street Blackstone High Income ETF

52 hedge funds and large institutions have $97.9M invested in State Street Blackstone High Income ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

44% more funds holding

Funds holding: 3652 (+16)

40% more capital invested

Capital invested by funds: $69.8M → $97.9M (+$28M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20.77% more ownership

Funds ownership: 55.71%76.48% (+21%)

Holders
52
Holders Change
+16
Holders Change %
+44.44%
% of All Funds
0.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
20
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RH
1
RFG Holdings
Texas
$13.9M +$599K +21,752 +5%
RHP
2
Royal Harbor Partners
Texas
$13.2M +$483K +17,525 +4%
LIA
3
Luken Investment Analytics
Tennessee
$10.7M +$4.71M +170,941 +82%
ZF
4
Zega Financial
Florida
$7.35M +$7.2M +261,434 New
HW
5
Hedeker Wealth
Illinois
$6.08M -$494K -17,943 -8%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.53M -$1.12M -40,756 -17%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.11M +$1.27M +46,056 +46%
AWM
8
AE Wealth Management
Kansas
$2.46M -$44.4K -1,611 -2%
HAC
9
Harbor Advisory Corp
New Hampshire
$2.36M -$237K -8,601 -9%
UBS Group
10
UBS Group
Switzerland
$2.26M +$1.93M +70,032 +683%
HI
11
Horizon Investments
North Carolina
$2.21M +$2.17M +78,931 New
AI
12
Auour Investments
Massachusetts
$2.05M +$15.9K +576 +0.8%
LPL Financial
13
LPL Financial
California
$1.99M +$1.27M +46,119 +186%
BCI
14
Brinker Capital Investments
Pennsylvania
$1.96M +$133K +4,838 +7%
OPS
15
Orion Portfolio Solutions
Nebraska
$1.96M +$133K +4,838 +7%
EH
16
Equitable Holdings
New York
$1.89M +$1.85M +67,291 New
VF
17
Virtu Financial
New York
$1.58M +$1.54M +56,024 New
CA
18
Cetera Advisors
Colorado
$1.54M +$1.51M +54,870 New
3AM
19
3EDGE Asset Management
Florida
$1.45M +$83.7K +3,037 +6%
BHWA
20
Beacon Harbor Wealth Advisors
Virginia
$1.24M +$1.22M +44,142 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.09M +$110K +3,989 +11%
ASN
22
Advisory Services Network
Georgia
$984K +$197K +7,162 +26%
HA
23
Hanover Advisors
South Carolina
$741K +$725K +26,326 New
SSWM
24
Sheets Smith Wealth Management
North Carolina
$738K +$104K +3,776 +17%
LSA
25
L & S Advisors
California
$691K +$155K +5,613 +30%