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State Street Blackstone High Income ETF

89 hedge funds and large institutions have $423M invested in State Street Blackstone High Income ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 27

3% more capital invested

Capital invested by funds: $408M → $423M (+$14.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.26% less ownership

Funds ownership: 79.88%77.62% (-2.3%)

5% less funds holding

Funds holding: 9489 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
1.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
41
Reduced
27
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZI
1
ZEGA Investments
Florida
$47.9M +$11.5M +405,530 +32%
CWP
2
Concord Wealth Partners
Virginia
$32.4M +$1.29M +45,399 +4%
Morgan Stanley
3
Morgan Stanley
New York
$30.9M +$13.7M +480,821 +80%
CAMV
4
Concord Asset Management (Virginia)
Virginia
$30.6M +$1.07M +37,632 +4%
UBS Group
5
UBS Group
Switzerland
$28.4M +$1.47M +51,752 +5%
Raymond James Financial
6
Raymond James Financial
Florida
$26.8M -$228K -8,028 -0.8%
LPL Financial
7
LPL Financial
California
$22.5M -$99.7K -3,508 -0.4%
LIA
8
Luken Investment Analytics
Tennessee
$16.4M +$597K +20,992 +4%
Bank of America
9
Bank of America
North Carolina
$15.9M +$4.83M +169,835 +44%
Wells Fargo
10
Wells Fargo
California
$14.5M +$3.66M +128,668 +34%
PCA
11
Pallas Capital Advisors
Massachusetts
$13.3M +$1.19M +41,865 +10%
RG
12
Rathbones Group
United Kingdom
$12.4M
DWML
13
Decker Wealth Management LLC
Tennessee
$12.1M +$12.1M +426,178 New
ACM
14
Advance Capital Management
Michigan
$9.67M -$4.63M -163,003 -32%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$7.02M +$2.59M +91,115 +58%
OFS
16
OneAscent Financial Services
Alabama
$6.86M +$4.07M +143,001 +146%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$6.63M +$258K +9,068 +4%
HW
18
Hedeker Wealth
Illinois
$5.99M -$893K -31,394 -13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.44M -$145K -5,106 -3%
EH
20
Equitable Holdings
New York
$5.4M +$364K +12,788 +7%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.78M -$3.82M -134,185 -44%
OWM
22
OneAscent Wealth Management
Alabama
$4.56M +$220K +7,732 +5%
IA
23
Inspire Advisors
Idaho
$4.5M -$564K -19,844 -11%
SWM
24
SK Wealth Management
Rhode Island
$3.88M -$1.09M -38,200 -22%
CAS
25
Coppell Advisory Solutions
Texas
$3.77M +$314K +11,029 +9%