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State Street Ultra Short Term Bond ETF

76 hedge funds and large institutions have $205M invested in State Street Ultra Short Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% less funds holding

Funds holding: 8576 (-9)

16.39% less ownership

Funds ownership: 71.67%55.27% (-16%)

34% less capital invested

Capital invested by funds: $312M → $205M (-$107M)

41% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 34

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
76
Holders Change
-9
Holders Change %
-10.59%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
10
Increased
20
Reduced
34
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
26
Ashton Thomas Private Wealth
Arizona
$1.1M -$1.86M -46,540 -63%
AIA
27
Armor Investment Advisors
North Carolina
$1.1M -$551K -13,785 -33%
Citadel Advisors
28
Citadel Advisors
Florida
$1.02M -$1.49M -37,177 -59%
WCFA
29
Walkner Condon Financial Advisors
Wisconsin
$975K
RJA
30
Raymond James & Associates
Florida
$968K +$972K +24,319 New
LMKC
31
L.M. Kohn & Company
Ohio
$932K
FFC
32
Fure Financial Corporation
Minnesota
$853K -$120K -2,994 -12%
SFP
33
Sweet Financial Partners
Minnesota
$825K -$11.1M -278,737 -93%
ACP
34
Aveo Capital Partners
Colorado
$788K -$25.5K -639 -3%
AIA
35
Angeles Investment Advisors
California
$769K -$74.2M -1,856,965 -99%
OMC
36
Old Mission Capital
Illinois
$766K +$769K +19,244 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$756K +$33.6K +842 +5%
GEA
38
Glen Eagle Advisors
New Jersey
$674K -$34.6K -865 -5%
SCM
39
SOL Capital Management
Maryland
$645K
NA
40
NewEdge Advisors
Louisiana
$626K -$7.31K -183 -1%
NFSG
41
Newbridge Financial Services Group
Florida
$598K
GKWIM
42
Gerber Kawasaki Wealth & Investment Management
California
$594K -$91.9K -2,300 -13%
BFA
43
Brendel Financial Advisors
New Hampshire
$593K -$663K -16,594 -53%
PIM
44
Penobscot Investment Management
Massachusetts
$581K
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$566K -$588K -14,710 -51%
CWMGP
46
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$527K -$288K -7,198 -35%
B
47
Bridgeworth
Alabama
$446K +$448K +11,200 New
CPW
48
Catalyst Private Wealth
California
$398K
APA
49
American Portfolios Advisors
New York
$353K +$480 +12 +0.1%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$351K -$556K -13,913 -61%