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Madison Short-Term Strategic Income ETF

8 hedge funds and large institutions have $130M invested in Madison Short-Term Strategic Income ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

100% more capital invested

Capital invested by funds: $64.9M → $130M (+$65M)

92.41% more ownership

Funds ownership: 101.12%193.52% (+92%)

33% more funds holding

Funds holding: 68 (+2)

Holders
8
Holders Change
+2
Holders Change %
+33.33%
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1
Madison Asset Management
Wisconsin
$63M +$2.54M +123,628 +4%
MIA
2
Madison Investment Advisors
Wisconsin
$63M +$63.6M +3,096,207 New
TI
3
Tidal Investments
Wisconsin
$2.13M +$309K +15,073 +17%
CWM
4
Centric Wealth Management
Illinois
$955K +$72.7K +3,541 +8%
Citadel Advisors
5
Citadel Advisors
Florida
$448K +$19.7K +959 +5%
Jane Street
6
Jane Street
New York
$249K +$252K +12,257 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$164K
UBS Group
8
UBS Group
Switzerland
$448 -$62 -3 -12%

MSTI Hedge Fund Activity: Q4 2024 in Review

8 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Madison Short-Term Strategic Income ETF (MSTI) for Q4 2024, worth a combined $130M — up 100% from $64.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new MSTI positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Madison Asset Management, adding an estimated $2.54M. The largest seller was UBS Group, cutting an estimated $62.

  • 8 institutional investors held Madison Short-Term Strategic Income ETF (MSTI) as of Q4 2024, up from 6 in Q3 2024.
  • Funds reported $130M of Madison Short-Term Strategic Income ETF stock for Q4 2024, up 100% quarter-over-quarter.
  • 2 funds opened new Madison Short-Term Strategic Income ETF positions in Q4 2024 and 0 closed out, a net change of +2 holders.
  • The largest Madison Short-Term Strategic Income ETF buyer in Q4 2024 was Madison Asset Management, an estimated $2.54M added.
  • The largest Madison Short-Term Strategic Income ETF seller in Q4 2024 was UBS Group, an estimated $62 sold.

Based on aggregated 13F filings for Q4 2024.