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State Street Blackstone High Income ETF

71 hedge funds and large institutions have $190M invested in State Street Blackstone High Income ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 9

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

64% more capital invested

Capital invested by funds: $116M → $190M (+$74.3M)

16% more funds holding

Funds holding: 6171 (+10)

4.74% more ownership

Funds ownership: 68.47%73.21% (+4.7%)

Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
0.94%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
23
Increased
31
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$18.9M +$19M +667,798 New
UBS Group
2
UBS Group
Switzerland
$16.2M +$1.24M +43,549 +8%
CWP
3
Concord Wealth Partners
Virginia
$15.4M +$15.5M +542,448 New
CAMV
4
Concord Asset Management (Virginia)
Virginia
$15.2M +$15.3M +535,170 New
LIA
5
Luken Investment Analytics
Tennessee
$13.4M -$357K -12,529 -3%
LPL Financial
6
LPL Financial
California
$9.57M +$4.71M +165,058 +96%
ZI
7
ZEGA Investments
Florida
$9.31M +$9.29M +325,881 New
RG
8
Rathbones Group
United Kingdom
$8.65M +$8.7M +305,000 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.36M +$577K +20,218 +7%
HW
10
Hedeker Wealth
Illinois
$5.85M -$96.1K -3,369 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.92M +$3.62M +126,951 +1,142%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.74M +$170K +5,967 +5%
HI
13
Horizon Investments
North Carolina
$3.44M +$19.3K +676 +0.6%
Bank of America
14
Bank of America
North Carolina
$3.14M +$2.33M +81,603 +281%
Mariner
15
Mariner
Kansas
$3.14M +$3.16M +110,624 New
CWM
16
Congress Wealth Management
Massachusetts
$2.85M +$2.6M +91,155 +981%
OWA
17
ORBA Wealth Advisors
Illinois
$2.71M +$125K +4,374 +5%
SHJ
18
Sharkey, Howes & Javer
Colorado
$2.65M +$1.13M +39,646 +74%
BCI
19
Brinker Capital Investments
Pennsylvania
$2.6M +$207K +7,241 +9%
OPS
20
Orion Portfolio Solutions
Nebraska
$2.6M +$207K +7,241 +9%
OPAM
21
Ocean Park Asset Management
California
$2.55M +$2.56M +89,800 New
SWM
22
SK Wealth Management
Rhode Island
$2.33M +$425K +14,884 +22%
EH
23
Equitable Holdings
New York
$2.32M -$31.3K -1,097 -1%
AI
24
Auour Investments
Massachusetts
$2.19M -$18.2K -639 -0.8%
HAC
25
Harbor Advisory Corp
New Hampshire
$2.16M -$193K -6,766 -8%