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State Street Ultra Short Term Bond ETF

82 hedge funds and large institutions have $326M invested in State Street Ultra Short Term Bond ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

23% more capital invested

Capital invested by funds: $265M → $326M (+$60.2M)

14.44% more ownership

Funds ownership: 59.04%73.47% (+14%)

9% more funds holding

Funds holding: 7582 (+7)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
82
Holders Change
+7
Holders Change %
+9.33%
% of All Funds
1.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
21
Increased
21
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
26
Sweet Financial Partners
Minnesota
$2.07M +$2.08M +51,431 New
CWMGP
27
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.99M +$2M +49,451 New
MSAM
28
Moloney Securities Asset Management
Missouri
$1.47M +$292K +7,227 +25%
GI
29
Gradient Investments
Minnesota
$1.41M -$530K -13,123 -27%
AWA
30
Amplius Wealth Advisors
Pennsylvania
$1.3M +$1.3M +32,246 New
BFA
31
Brendel Financial Advisors
New Hampshire
$1.27M -$492K -12,200 -28%
GIA
32
Gladstone Institutional Advisory
Florida
$1.1M +$670K +16,589 +154%
NA
33
NewEdge Advisors
Louisiana
$931K -$1.11M -27,424 -54%
FFC
34
Fure Financial Corporation
Minnesota
$917K -$4.92K -122 -0.5%
ACP
35
Aveo Capital Partners
Colorado
$836K +$51.6K +1,279 +7%
NFSG
36
Newbridge Financial Services Group
Florida
$774K +$775K +19,202 New
FTUS
37
Flow Traders U.S.
New York
$768K +$769K +19,045 New
GKWIM
38
Gerber Kawasaki Wealth & Investment Management
California
$735K -$4.04K -100 -0.5%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$725K -$29.2K -723 -4%
GEA
40
Glen Eagle Advisors
New Jersey
$698K -$80.7K -2,000 -10%
SCM
41
SOL Capital Management
Maryland
$653K
PIM
42
Penobscot Investment Management
Massachusetts
$618K
SC
43
Sepio Capital
Utah
$615K +$616K +15,257 New
FAIM
44
Financial Advocates Investment Management
Washington
$593K
ETIA
45
Epic Trust Investment Advisors
Washington
$563K +$564K +13,972 New
FA
46
FDx Advisors
Illinois
$505K +$506K +12,535 New
MML Investors Services
47
MML Investors Services
Massachusetts
$488K +$80.3K +1,990 +20%
RPCONE
48
Retirement Planning Company of New England
Rhode Island
$478K +$479K +11,870 New
BCM
49
Brasada Capital Management
Texas
$443K -$345K -8,544 -44%
FANJ
50
Financial Architects (New Jersey)
New Jersey
$436K -$178K -4,412 -29%