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State Street Blackstone High Income ETF

91 hedge funds and large institutions have $415M invested in State Street Blackstone High Income ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

2% more funds holding

Funds holding: 8991 (+2)

2% less capital invested

Capital invested by funds: $423M → $415M (-$7.93M)

1.43% less ownership

Funds ownership: 77.62%76.19% (-1.4%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
16
Increased
39
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZI
1
ZEGA Investments
Florida
$52.8M +$5.91M +209,771 +12%
Raymond James Financial
2
Raymond James Financial
Florida
$36.3M +$10.3M +364,406 +39%
CWP
3
Concord Wealth Partners
Virginia
$33.8M +$2.08M +73,743 +6%
CAMV
4
Concord Asset Management (Virginia)
Virginia
$31.8M +$1.86M +65,926 +6%
Morgan Stanley
5
Morgan Stanley
New York
$29.6M -$611K -21,678 -2%
LPL Financial
6
LPL Financial
California
$27.3M +$5.34M +189,430 +24%
UBS Group
7
UBS Group
Switzerland
$24.9M -$2.87M -101,936 -10%
Wells Fargo
8
Wells Fargo
California
$20M +$5.91M +209,631 +41%
Bank of America
9
Bank of America
North Carolina
$18.6M +$3.05M +108,295 +19%
RG
10
Rathbones Group
United Kingdom
$12.1M
DWML
11
Decker Wealth Management LLC
Tennessee
$11.7M -$189K -6,715 -2%
ACM
12
Advance Capital Management
Michigan
$10.4M +$933K +33,101 +10%
LIA
13
Luken Investment Analytics
Tennessee
$9.13M -$7.04M -249,737 -43%
OFS
14
OneAscent Financial Services
Alabama
$7.41M +$700K +24,848 +10%
HW
15
Hedeker Wealth
Illinois
$6.64M +$785K +27,866 +13%
EH
16
Equitable Holdings
New York
$6.45M +$1.05M +37,215 +20%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.32M +$654K +23,204 +14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.23M -$98.6K -3,499 -2%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$4.91M +$1.72M +61,100 +53%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.57M -$2.34M -82,927 -34%
IA
21
Inspire Advisors
Idaho
$4.27M -$131K -4,641 -3%
OWM
22
OneAscent Wealth Management
Alabama
$4.24M -$222K -7,888 -5%
SWM
23
SK Wealth Management
Rhode Island
$3.9M +$118K +4,195 +3%
Jane Street
24
Jane Street
New York
$3.35M +$1.54M +54,508 +83%
AI
25
Auour Investments
Massachusetts
$2.95M +$806K +28,595 +37%