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State Street Blackstone High Income ETF

94 hedge funds and large institutions have $408M invested in State Street Blackstone High Income ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 21

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

25% more funds holding

Funds holding: 7594 (+19)

24% more capital invested

Capital invested by funds: $330M → $408M (+$78.9M)

2.48% less ownership

Funds ownership: 82.36%79.88% (-2.5%)

Holders
94
Holders Change
+19
Holders Change %
+25.33%
% of All Funds
1.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
24
Increased
42
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZI
1
ZEGA Investments
Florida
$36.7M +$2.64M +92,389 +8%
CWP
2
Concord Wealth Partners
Virginia
$31.4M +$2.36M +82,658 +8%
CAMV
3
Concord Asset Management (Virginia)
Virginia
$29.8M +$762K +26,679 +3%
Raymond James Financial
4
Raymond James Financial
Florida
$27.2M +$558K +19,554 +2%
UBS Group
5
UBS Group
Switzerland
$27.1M +$817K +28,634 +3%
LPL Financial
6
LPL Financial
California
$22.8M +$6.25M +218,923 +38%
Morgan Stanley
7
Morgan Stanley
New York
$17.3M +$11.4M +398,232 +193%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$16.4M +$2.18M +76,460 +15%
LIA
9
Luken Investment Analytics
Tennessee
$15.9M +$8.39M +293,855 +112%
ACM
10
Advance Capital Management
Michigan
$14.4M +$87K +3,049 +0.6%
RG
11
Rathbones Group
United Kingdom
$12.5M
PCA
12
Pallas Capital Advisors
Massachusetts
$12.2M +$513K +17,971 +4%
Bank of America
13
Bank of America
North Carolina
$11.1M +$2.55M +89,401 +30%
Wells Fargo
14
Wells Fargo
California
$10.9M +$5.07M +177,464 +87%
Osaic Holdings
15
Osaic Holdings
Arizona
$8.66M +$4.15M +145,269 +93%
HW
16
Hedeker Wealth
Illinois
$6.93M +$164K +5,736 +2%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$6.42M +$6.39M +223,938 New
SHJ
18
Sharkey, Howes & Javer
Colorado
$6.03M +$3.85M +134,876 +179%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.63M -$420K -14,725 -7%
IA
20
Inspire Advisors
Idaho
$5.1M +$756K +26,489 +17%
EH
21
Equitable Holdings
New York
$5.07M +$919K +32,191 +22%
SWM
22
SK Wealth Management
Rhode Island
$4.95M +$217K +7,600 +5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.46M +$932K +32,639 +27%
OWM
24
OneAscent Wealth Management
Alabama
$4.37M +$4.35M +152,443 New
Jane Street
25
Jane Street
New York
$3.96M +$887K +31,083 +29%