State Street Ultra Short Term Bond ETF
ULST
46 hedge funds and large institutions have $147M invested in State Street Ultra Short Term Bond ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
33% more capital invested
Capital invested by funds: $111M → $147M (+$36.5M)
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
15% more funds holding
Funds holding: 40 → 46 (+6)
3.22% more ownership
Funds ownership: 51.64% → 54.85% (+3.2%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$17M |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$12M |
| 3 |
Morgan Stanley
New York
|
+$7.94M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.36M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$2.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.79M |
| 2 |
GSC
G&S Capital
Denver,
Colorado
|
-$3.55M |
| 3 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$3.05M |
| 4 |
SWMG
Signature Wealth Management Group
Atlanta,
Georgia
|
-$2.94M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.16M |
ULST Hedge Fund Activity: Q1 2020 in Review
46 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q1 2020, worth a combined $147M — up 33% from $111M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ULST positions and 9 closed out — a net gain of 7 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $17M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $3.79M sold.
- 46 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q1 2020, up from 40 in Q4 2019.
- Funds reported $147M of State Street Ultra Short Term Bond ETF stock for Q1 2020, up 33% quarter-over-quarter.
- 16 funds opened new State Street Ultra Short Term Bond ETF positions in Q1 2020 and 9 closed out, a net change of +7 holders.
- The largest State Street Ultra Short Term Bond ETF buyer in Q1 2020 was Jane Street, an estimated $17M added.
- The largest State Street Ultra Short Term Bond ETF seller in Q1 2020 was Cambridge Investment Research Advisors, an estimated $3.79M sold.
Based on aggregated 13F filings for Q1 2020.