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State Street Blackstone High Income ETF

75 hedge funds and large institutions have $330M invested in State Street Blackstone High Income ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

23% more capital invested

Capital invested by funds: $267M → $330M (+$62.3M)

4.63% more ownership

Funds ownership: 77.72%82.36% (+4.6%)

4% more funds holding

Funds holding: 7275 (+3)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
38
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZI
1
ZEGA Investments
Florida
$33.9M +$23.6M +841,188 +243%
CAMV
2
Concord Asset Management (Virginia)
Virginia
$28.9M +$4.76M +169,961 +20%
CWP
3
Concord Wealth Partners
Virginia
$28.9M +$5.83M +208,041 +26%
Raymond James Financial
4
Raymond James Financial
Florida
$26.6M +$949K +33,869 +4%
UBS Group
5
UBS Group
Switzerland
$26.2M +$1.12M +40,053 +5%
LPL Financial
6
LPL Financial
California
$16.5M +$2.3M +82,063 +17%
ACM
7
Advance Capital Management
Michigan
$14.3M +$4.41M +157,242 +46%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$14.2M +$3.61M +128,709 +35%
RG
9
Rathbones Group
United Kingdom
$12.5M
PCA
10
Pallas Capital Advisors
Massachusetts
$11.7M +$2.19M +78,079 +24%
Bank of America
11
Bank of America
North Carolina
$8.56M +$3.42M +121,921 +69%
LIA
12
Luken Investment Analytics
Tennessee
$7.51M -$2.22M -79,184 -23%
HW
13
Hedeker Wealth
Illinois
$6.75M -$99.2K -3,539 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.04M +$719K +25,676 +14%
Morgan Stanley
15
Morgan Stanley
New York
$5.89M +$5.52M +197,037 +2,196%
Wells Fargo
16
Wells Fargo
California
$5.8M +$1.17M +41,852 +26%
SWM
17
SK Wealth Management
Rhode Island
$4.75M +$1.77M +63,315 +61%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.49M +$464K +16,575 +12%
IA
19
Inspire Advisors
Idaho
$4.33M +$4.25M +151,524 New
EH
20
Equitable Holdings
New York
$4.14M +$298K +10,622 +8%
CWM
21
Congress Wealth Management
Massachusetts
$3.8M +$357K +12,725 +11%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.52M +$1.91M +68,150 +124%
Mariner
23
Mariner
Kansas
$3.06M +$107K +3,831 +4%
Jane Street
24
Jane Street
New York
$3.06M -$1.45M -51,856 -33%
BCI
25
Brinker Capital Investments
Pennsylvania
$2.96M +$162K +5,791 +6%

HYBL Hedge Fund Activity: Q2 2025 in Review

75 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street Blackstone High Income ETF (HYBL) for Q2 2025, worth a combined $330M — up 23% from $267M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HYBL positions and 8 closed out — a net gain of 4 holders — while 38 added to existing stakes and 17 trimmed.

The largest buyer was ZEGA Investments, adding an estimated $23.6M. The largest seller was Sharkey, Howes & Javer, cutting an estimated $5.91M.

  • 75 institutional investors held State Street Blackstone High Income ETF (HYBL) as of Q2 2025, up from 72 in Q1 2025.
  • Funds reported $330M of State Street Blackstone High Income ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 12 funds opened new State Street Blackstone High Income ETF positions in Q2 2025 and 8 closed out, a net change of +4 holders.
  • The largest State Street Blackstone High Income ETF buyer in Q2 2025 was ZEGA Investments, an estimated $23.6M added.
  • The largest State Street Blackstone High Income ETF seller in Q2 2025 was Sharkey, Howes & Javer, an estimated $5.91M sold.

Based on aggregated 13F filings for Q2 2025.