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State Street Blackstone High Income ETF

50 hedge funds and large institutions have $117M invested in State Street Blackstone High Income ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

19% more capital invested

Capital invested by funds: $97.9M → $117M (+$18.7M)

1.78% more ownership

Funds ownership: 76.48%78.26% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 5250 (-2)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
0.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
9
Increased
27
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RH
1
RFG Holdings
Texas
$19.4M +$5.33M +189,731 +38%
RHP
2
Royal Harbor Partners
Texas
$13.5M +$156K +5,556 +1%
UBS Group
3
UBS Group
Switzerland
$13M +$10.6M +378,062 +471%
LIA
4
Luken Investment Analytics
Tennessee
$11.4M +$573K +20,401 +5%
ZF
5
Zega Financial
Florida
$7.32M -$100K -3,569 -1%
HW
6
Hedeker Wealth
Illinois
$5.96M -$176K -6,275 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.03M +$872K +31,020 +21%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.33M -$1.23M -43,806 -22%
EH
9
Equitable Holdings
New York
$3.12M +$1.19M +42,518 +63%
LPL Financial
10
LPL Financial
California
$2.82M +$796K +28,320 +40%
AWM
11
AE Wealth Management
Kansas
$2.48M +$7.62K +271 +0.3%
AI
12
Auour Investments
Massachusetts
$2.45M +$372K +13,232 +18%
HAC
13
Harbor Advisory Corp
New Hampshire
$2.39M
HI
14
Horizon Investments
North Carolina
$2.21M +$871 +31 +0%
BCI
15
Brinker Capital Investments
Pennsylvania
$1.99M +$8.96K +319 +0.5%
OPS
16
Orion Portfolio Solutions
Nebraska
$1.99M +$8.96K +319 +0.5%
RJA
17
Raymond James & Associates
Florida
$1.66M +$1.12M +39,750 +210%
Jane Street
18
Jane Street
New York
$1.38M +$1.37M +48,668 New
HighTower Advisors
19
HighTower Advisors
Illinois
$1.21M +$708K +25,204 +144%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.15M +$43.2K +1,539 +4%
ASN
21
Advisory Services Network
Georgia
$1.07M +$71.3K +2,536 +7%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$938K +$490K +17,426 +111%
HA
23
Hanover Advisors
South Carolina
$937K +$188K +6,680 +25%
SSWM
24
Sheets Smith Wealth Management
North Carolina
$860K +$114K +4,071 +16%
CWM
25
Collaborative Wealth Management
Florida
$739K +$261K +9,284 +55%