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State Street Blackstone High Income ETF

72 hedge funds and large institutions have $267M invested in State Street Blackstone High Income ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 12

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

41% more capital invested

Capital invested by funds: $190M → $267M (+$77.2M)

4.52% more ownership

Funds ownership: 73.21%77.72% (+4.5%)

1% more funds holding

Funds holding: 7172 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
40
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$25.2M +$6.46M +227,717 +34%
UBS Group
2
UBS Group
Switzerland
$24.7M +$8.66M +305,096 +53%
CAMV
3
Concord Asset Management (Virginia)
Virginia
$23.3M +$8.73M +307,362 +57%
CWP
4
Concord Wealth Partners
Virginia
$22.6M +$7.44M +262,004 +48%
LPL Financial
5
LPL Financial
California
$13.9M +$4.48M +157,645 +47%
RG
6
Rathbones Group
United Kingdom
$12.3M +$3.72M +131,000 +43%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.3M +$2.05M +72,158 +24%
ZI
8
ZEGA Investments
Florida
$9.73M +$574K +20,222 +6%
ACM
9
Advance Capital Management
Michigan
$9.63M +$9.73M +342,606 New
LIA
10
Luken Investment Analytics
Tennessee
$9.62M -$3.69M -130,145 -28%
PCA
11
Pallas Capital Advisors
Massachusetts
$9.27M +$9.36M +329,521 New
SHJ
12
Sharkey, Howes & Javer
Colorado
$8.06M +$5.49M +193,265 +207%
HW
13
Hedeker Wealth
Illinois
$6.74M +$949K +33,424 +16%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.22M +$1.35M +47,490 +34%
Bank of America
15
Bank of America
North Carolina
$4.99M +$1.89M +66,717 +60%
Wells Fargo
16
Wells Fargo
California
$4.53M +$3.17M +111,678 +226%
Jane Street
17
Jane Street
New York
$4.47M +$4.51M +158,918 New
Osaic Holdings
18
Osaic Holdings
Arizona
$3.95M +$238K +8,378 +6%
EH
19
Equitable Holdings
New York
$3.77M +$1.49M +52,386 +64%
HI
20
Horizon Investments
North Carolina
$3.46M +$80.1K +2,822 +2%
CWM
21
Congress Wealth Management
Massachusetts
$3.38M +$559K +19,677 +20%
CAS
22
Coppell Advisory Solutions
Texas
$3.03M +$2.19M +77,271 +250%
OWA
23
ORBA Wealth Advisors
Illinois
$2.95M +$272K +9,581 +10%
Mariner
24
Mariner
Kansas
$2.9M -$210K -7,391 -7%
SWM
25
SK Wealth Management
Rhode Island
$2.84M +$605K +21,322 +26%

HYBL Hedge Fund Activity: Q1 2025 in Review

72 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone High Income ETF (HYBL) for Q1 2025, worth a combined $267M — up 41% from $190M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYBL positions and 5 closed out — a net gain of 4 holders — while 40 added to existing stakes and 12 trimmed.

The largest buyer was Advance Capital Management, opening a new position worth an estimated $9.73M. The largest seller was Luken Investment Analytics, cutting an estimated $3.69M.

  • 72 institutional investors held State Street Blackstone High Income ETF (HYBL) as of Q1 2025, up from 71 in Q4 2024.
  • Funds reported $267M of State Street Blackstone High Income ETF stock for Q1 2025, up 41% quarter-over-quarter.
  • 9 funds opened new State Street Blackstone High Income ETF positions in Q1 2025 and 5 closed out, a net change of +4 holders.
  • The largest State Street Blackstone High Income ETF buyer in Q1 2025 was Advance Capital Management, an estimated $9.73M added.
  • The largest State Street Blackstone High Income ETF seller in Q1 2025 was Luken Investment Analytics, an estimated $3.69M sold.

Based on aggregated 13F filings for Q1 2025.