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State Street Ultra Short Term Bond ETF

75 hedge funds and large institutions have $265M invested in State Street Ultra Short Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

4% more funds holding

Funds holding: 7275 (+3)

5% more capital invested

Capital invested by funds: $253M → $265M (+$12.4M)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

3.91% less ownership

Funds ownership: 62.95%59.04% (-3.9%)

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.31%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
11
Increased
24
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$1.35M -$1.7M -42,138 -56%
MSAM
27
Moloney Securities Asset Management
Missouri
$1.18M +$184K +4,557 +19%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.13M +$717K +17,728 +176%
PAG
29
Private Advisor Group
New Jersey
$1.01M +$796K +19,668 +370%
ARC
30
Advisor Resource Council
Texas
$960K -$1.16M -28,582 -55%
FGAM
31
Financial Gravity Asset Management
Texas
$939K -$214K -5,302 -19%
FFC
32
Fure Financial Corporation
Minnesota
$925K +$43K +1,062 +5%
BCM
33
Brasada Capital Management
Texas
$791K -$176K -4,359 -18%
ACP
34
Aveo Capital Partners
Colorado
$787K +$10.1K +250 +1%
GEA
35
Glen Eagle Advisors
New Jersey
$781K -$227K -5,609 -23%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$757K +$21K +519 +3%
GKWIM
37
Gerber Kawasaki Wealth & Investment Management
California
$742K -$207K -5,122 -22%
SCM
38
SOL Capital Management
Maryland
$655K
PIM
39
Penobscot Investment Management
Massachusetts
$619K -$165K -4,080 -21%
FANJ
40
Financial Architects (New Jersey)
New Jersey
$616K -$6.07K -150 -1%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$600K +$280K +6,914 +87%
FAIM
42
Financial Advocates Investment Management
Washington
$595K
M1FG
43
Mach-1 Financial Group
Arkansas
$593K -$2.19M -54,165 -79%
MIAN
44
Mariner Independent Advisor Network
Kansas
$449K +$25.5K +631 +6%
HAS
45
HBW Advisory Services
California
$438K +$438K +10,831 New
GIA
46
Gladstone Institutional Advisory
Florida
$435K +$435K +10,749 New
MML Investors Services
47
MML Investors Services
Massachusetts
$409K +$769 +19 +0.2%
CPW
48
Catalyst Private Wealth
California
$405K
Citadel Advisors
49
Citadel Advisors
Florida
$374K -$649K -16,041 -63%
CA
50
Continuum Advisory
Idaho
$353K -$188K -4,643 -35%